4 J Wealth Management LLC Purchases in Q3 2024

4 J Wealth Management LLC

  • $114 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
593
+ 1.78%
$520.18 - $576.82 $308K - $342K
34K $19.6M
DGRO
Ishares Core Dividend Growth E

ETFs
579
+ 0.36%
$57.47 - $62.76 $33.3K - $36.3K
159K $9.98M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.65K
New
$106.11 - $113.72 $600K - $643K
5.65K $638K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
8.04K
+ 6.55%
$29.59 - $31.63 $238K - $254K
131K $4.13M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.22K
+ 0.39%
$22.38 - $23.66 $27.4K - $29K
318K $7.47M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.09%
$191.76 - $263.26 $767 - $1.05K
4.57K $1.2M
ATO
Atmos Energy Corp

Utilities
1.67K
New
$114.08 - $138.75 $191K - $232K
1.67K $232K
NEE
Nextera Energy Inc

Utilities
2.57K
New
$69.9 - $84.97 $180K - $218K
2.57K $217K
QQQ
Invesco Qqq Trust, Series 1

ETFs
300
+ 36.14%
$434.77 - $502.96 $130K - $151K
1.13K $551K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.74K
+ 11.08%
$21.96 - $22.69 $104K - $108K
47.5K $1.08M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.26%
$453.41 - $572.44 $1.81K - $2.29K
1.54K $883K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.6K
+ 11.71%
$23.75 - $23.75 $109K - $109K
43.9K $1.04M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.34K
+ 3.21%
$23.63 - $24.42 $31.6K - $32.6K
42.9K $1.05M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.24K
+ 6.22%
$24.62 - $25.59 $30.5K - $31.7K
21.2K $540K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.45K
+ 3.05%
$23.13 - $23.43 $33.4K - $33.9K
48.9K $1.14M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.35K
+ 10.27%
$22.51 - $23.57 $30.5K - $31.9K
14.5K $341K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.41K
+ 13.9%
$21.7 - $22.6 $30.5K - $31.8K
11.5K $259K
IBDV
Ishares Tr

Technology
580
+ 4.13%
$21.11 - $22.24 $12.2K - $12.9K
14.6K $324K
NEAR
Blackrock Short Maturity Bond

ETFs
9
+ 0.08%
$50.09 - $51.31 $451 - $462
10.9K $559K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5
+ 0.08%
$51.02 - $52.74 $255 - $264
6.45K $339K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
36
+ 0.17%
$26.42 - $26.67 $951 - $960
20.9K $557K
IBMO
Ishares Tr Ibonds December 202

ETFs
36
+ 0.42%
$25.26 - $25.66 $909 - $924
8.69K $223K
IXN
Ishares Global Information Tec

ETFs
90
+ 0.34%
$73.0 - $87.81 $6.57K - $7.9K
26.3K $2.17M
T Rowe Price ETF Inc
6.88K
+ 3.22%
N/A
220K $0
TFLR
T Rowe Price Exchange Traded F
17.1K
+ 14.1%
N/A
139K $0
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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