4 J Wealth Management LLC Ishares Trust Ishares 1 5 Year Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, 4 J Wealth Management LLC holds 5,954 shares of IGSB stock, worth $310,560. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,954

Previous 6,449 7.68%

Holding current value

$310,560

Previous $339,000 9.44%

% of portfolio

0.29%

Previous 0.3%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$51.54 - $52.55 $25,512 - $26,012	-495 Reduced 7.68%	5,954 $307,000
Q3 2024 Oct 31, 2024	BUY	$51.02 - $52.74 $255 - $263	5 Added 0.08%	6,449 $339,000
Q2 2024 Jul 17, 2024	SELL	$50.64 - $51.3 $21,876 - $22,161	-432 Reduced 6.28%	6,444 $330,000
Q1 2024 Apr 22, 2024	SELL	$50.95 - $51.48 $2.42 Million - $2.44 Million	-47,423 Reduced 87.34%	6,876 $352,000
Q4 2023 Jan 22, 2024	SELL	$49.4 - $51.28 $1.23 Million - $1.28 Million	-24,928 Reduced 31.46%	54,299 $2.78 Million
Q3 2023 Oct 24, 2023	SELL	$49.74 - $50.37 $909,744 - $921,267	-18,290 Reduced 18.76%	79,227 $3.95 Million
Q2 2023 Jul 14, 2023	BUY	$50.02 - $50.76 $55,972 - $56,800	1,119 Added 1.16%	97,517 $4.89 Million
Q1 2023 Apr 21, 2023	BUY	$49.56 - $50.75 $296,269 - $303,383	5,978 Added 6.61%	96,398 $4.87 Million
Q4 2022 Jan 17, 2023	BUY	$48.63 - $50.19 $144,966 - $149,616	2,981 Added 3.41%	90,420 $0
Q3 2022 Oct 27, 2022	BUY	$49.08 - $51.27 $4.29 Million - $4.48 Million	87,439 New	87,439 $4.31 Million
Q2 2022 Aug 01, 2022	SELL	$49.84 - $51.62 $261,061 - $270,385	-5,238 Reduced 5.65%	87,431 $4.42 Million
Q1 2022 Apr 28, 2022	BUY	$51.49 - $53.86 $1.15 Million - $1.21 Million	22,430 Added 31.93%	92,669 $4.79 Million
Q4 2021 Jan 20, 2022	BUY	$53.82 - $54.66 $385,566 - $391,584	7,164 Added 11.36%	70,239 $3.78 Million
Q3 2021 Oct 19, 2021	BUY	$54.6 - $54.92 $58,312 - $58,654	1,068 Added 1.72%	63,075 $3.45 Million
Q2 2021 Jul 13, 2021	BUY	$54.57 - $54.92 $1.35 Million - $1.36 Million	24,719 Added 66.29%	62,007 $3.4 Million
Q1 2021 Apr 13, 2021	BUY	$54.5 - $55.17 $18,421 - $18,647	338 Added 0.91%	37,288 $2.04 Million
Q4 2020 Jan 15, 2021	BUY	$54.79 - $55.17 $2.02 Million - $2.04 Million	36,950 New	36,950 $2.04 Million

Others Institutions Holding IGSB

# of Institutions

1,047

Shares Held

325M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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4 J Wealth Management LLC Ishares Trust Ishares 1 5 Year Transaction History