Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Wj Wealth Management, LLC

$267 Million
Q4 2024

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 499,345 shares of IBDS stock, worth $12.1 Million. This represents 4.47% of its overall portfolio holdings.

Number of Shares

499,345

Previous 506,365 1.39%

Holding current value

$12.1 Million

Previous $12.3 Million 3.05%

% of portfolio

4.47%

Previous 4.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$23.88 - $24.32 $167,637 - $170,726	-7,020 Reduced 1.39%	499,345 $12 Million
Q3 2024 Oct 31, 2024	BUY	$23.63 - $24.42 $3.52 Million - $3.64 Million	148,917 Added 41.66%	506,365 $12.3 Million
Q2 2024 Aug 09, 2024	SELL	$23.48 - $23.77 $356,285 - $360,685	-15,174 Reduced 4.07%	357,448 $8.48 Million
Q1 2024 Apr 17, 2024	BUY	$23.67 - $24.03 $5.77 Million - $5.86 Million	243,659 Added 188.94%	372,622 $8.87 Million
Q4 2023 Jan 12, 2024	BUY	$22.84 - $23.94 $2.95 Million - $3.09 Million	128,963 New	128,963 $3.09 Million

Others Institutions Holding IBDS

# of Institutions

381

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History