4 J Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

4 J Wealth Management LLC

$102 Million
Q1 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 7,614 shares of IBMN stock, worth $203,446. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,614

Previous 14,778 48.48%

Holding current value

$203,446

Previous $393,000 48.35%

% of portfolio

0.2%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$26.63 - $26.75 $190,777 - $191,637	-7,164 Reduced 48.48%	7,614 $203,000
Q4 2024 Jan 23, 2025	SELL	$26.55 - $26.67 $162,937 - $163,673	-6,137 Reduced 29.34%	14,778 $393,000
Q3 2024 Oct 31, 2024	BUY	$26.42 - $26.67 $951 - $960	36 Added 0.17%	20,915 $557,000
Q2 2024 Jul 17, 2024	BUY	$26.34 - $26.49 $948 - $953	36 Added 0.17%	20,879 $553,000
Q1 2024 Apr 22, 2024	BUY	$26.4 - $26.55 $607 - $610	23 Added 0.11%	20,843 $551,000
Q4 2023 Jan 22, 2024	BUY	$26.02 - $26.55 $1,144 - $1,168	44 Added 0.21%	20,820 $552,000
Q3 2023 Oct 24, 2023	BUY	$26.08 - $26.38 $26,862 - $27,171	1,030 Added 5.22%	20,776 $541,000
Q2 2023 Jul 14, 2023	BUY	$26.14 - $26.64 $152,317 - $155,231	5,827 Added 41.86%	19,746 $519,000
Q1 2023 Apr 21, 2023	BUY	$26.16 - $26.7 $364,121 - $371,637	13,919 New	13,919 $370,000

Others Institutions Holding IBMN

# of Institutions

180

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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4 J Wealth Management LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History