4 J Wealth Management LLC Ishares Tr Tips Bd ETF Transaction History

4 J Wealth Management LLC

$103 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	SELL	$105.24 - $110.18 $405,489 - $424,523	-3,853 Reduced 14.95%	21,915 $0
Q3 2022 Oct 27, 2022	BUY	$107.54 - $118.23 $2.77 Million - $3.05 Million	25,768 New	25,768 $2.7 Million
Q2 2022 Aug 01, 2022	SELL	$113.44 - $123.09 $18,377 - $19,940	-162 Reduced 0.62%	25,928 $2.95 Million
Q1 2022 Apr 28, 2022	SELL	$122.95 - $129.16 $1.25 Million - $1.31 Million	-10,130 Reduced 27.97%	26,090 $3.25 Million
Q4 2021 Jan 20, 2022	BUY	$127.7 - $130.86 $333,807 - $342,068	2,614 Added 7.78%	36,220 $4.68 Million

Q3 2021 Oct 19, 2021	BUY	$127.3 - $130.61 $68,996 - $70,790	542 Added 1.64%	33,606 $4.29 Million
Q2 2021 Jul 13, 2021	BUY	$125.2 - $128.01 $68,734 - $70,277	549 Added 1.69%	33,064 $4.23 Million
Q1 2021 Apr 13, 2021	BUY	$124.29 - $128.12 $627,540 - $646,877	5,049 Added 18.38%	32,515 $4.08 Million
Q4 2020 Jan 15, 2021	BUY	$124.65 - $127.65 $3.42 Million - $3.51 Million	27,466 New	27,466 $3.51 Million

Others Institutions Holding TIP

# of Institutions

1,135

Shares Held

118M

Call Options Held

435K

Put Options Held

167K

Black Rock Inc. New York, NY

34.6M
Shares

$3.69 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

12M
Shares

$1.28 Billion
0.12% of portfolio
Morgan Stanley New York, NY

4.66M
Shares

$497 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

3.71M
Shares

$396 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.51M
Shares

$375 Million
0.09% of portfolio

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