Wj Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Wj Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$24.34 - $24.65 $1.17 Million - $1.18 Million	-48,019 Reduced 43.78%	61,656 $1.5 Million
Q1 2023 Apr 12, 2023	SELL	$24.13 - $24.64 $6.5 Million - $6.63 Million	-269,271 Reduced 71.06%	109,675 $2.69 Million
Q4 2022 Feb 15, 2023	SELL	$23.87 - $24.49 $566,363 - $581,074	-23,727 Reduced 5.89%	378,946 $9.22 Million
Q3 2022 Oct 18, 2022	BUY	$24.08 - $25.03 $4.14 Million - $4.31 Million	172,122 Added 74.66%	402,673 $9.72 Million
Q2 2022 Aug 05, 2022	BUY	$24.37 - $25.22 $5.62 Million - $5.81 Million	230,551 New	230,551 $5.69 Million

395

82.2M

Get notified when there are updates to the investment portfolio of Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Wj Wealth Management, LLC with notifications on news.