Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Wj Wealth Management, LLC holds 506,813 shares of IBDS stock, worth $12.2 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
506,813
Previous 499,345
1.5%
Holding current value
$12.2 Million
Previous $12 Million
2.42%
% of portfolio
5.0%
Previous 4.47%
Shares
6 transactions
Others Institutions Holding IBDS
# of Institutions
389Shares Held
104MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.78MShares$188 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.59MShares$111 Million1.01% of portfolio
-
Capital Advisors Inc3.72MShares$90 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.6MShares$87 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.43MShares$83 Million6.94% of portfolio