Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Wj Wealth Management, LLC

  • $245 Million
  • Q1 2025

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Wj Wealth Management, LLC holds 250,658 shares of IBDR stock, worth $5.95 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
250,658
Previous 520,354 51.83%
Holding current value
$5.95 Million
Previous $12.4 Million 51.83%
% of portfolio
2.43%
Previous 4.62%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
N/A
-269,696 Reduced 51.83%
250,658 $5.95 Million
Q4 2024

Jan 24, 2025
BUY
N/A
991 Added 0.19%
520,354 $12.4 Million
Q3 2024

Oct 31, 2024
BUY
$23.75 - $23.75 $2.02 Million - $2.02 Million
85,132 Added 19.61%
519,363 $12.3 Million
Q2 2024

Aug 09, 2024
BUY
$23.65 - $23.82 $422,838 - $425,877
17,879 Added 4.29%
434,231 $10.3 Million
Q1 2024

Apr 17, 2024
BUY
$23.76 - $23.98 $2.1 Million - $2.12 Million
88,446 Added 26.97%
416,352 $9.93 Million
Q4 2023

Jan 12, 2024
BUY
$23.15 - $23.9 $7.59 Million - $7.84 Million
327,906 New
327,906 $7.84 Million

Others Institutions Holding IBDR

# of Institutions
430
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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