4 J Wealth Management LLC Ishares Tr Transaction History

4 J Wealth Management LLC

$114 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$94.4 - $101.46 $412,905 - $443,786	-4,374 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$100.79 - $107.06 $16,831 - $17,879	-167 Reduced 3.68%	4,374 $446,000
Q4 2021 Jan 20, 2022	SELL	$107.03 - $108.32 $18,409 - $18,631	-172 Reduced 3.65%	4,541 $488,000
Q3 2021 Oct 19, 2021	SELL	$107.99 - $108.77 $73,325 - $73,854	-679 Reduced 12.59%	4,713 $510,000
Q2 2021 Jul 13, 2021	SELL	$107.91 - $108.86 $1.56 Million - $1.58 Million	-14,495 Reduced 72.89%	5,392 $584,000
Q1 2021 Apr 13, 2021	BUY	$108.32 - $110.29 $155,222 - $158,045	1,433 Added 7.77%	19,887 $2.16 Million
Q4 2020 Jan 15, 2021	BUY	$109.9 - $110.3 $2.03 Million - $2.04 Million	18,454 New	18,454 $2.03 Million

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.85 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.2 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.53 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.77 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
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