Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Wj Wealth Management, LLC

$267 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 17, 2024	SELL	$26.4 - $26.55 $206,263 - $207,435	-7,813 Reduced 45.0%	9,551 $252,000
Q4 2023 Jan 12, 2024	SELL	$26.02 - $26.55 $561,121 - $572,550	-21,565 Reduced 55.4%	17,364 $461,000
Q2 2023 Jul 11, 2023	SELL	$26.14 - $26.64 $43,000 - $43,822	-1,645 Reduced 4.05%	38,929 $1.03 Million
Q1 2023 Apr 12, 2023	SELL	$26.16 - $26.7 $1.17 Million - $1.2 Million	-44,863 Reduced 52.51%	40,574 $1.08 Million
Q4 2022 Feb 15, 2023	BUY	$25.83 - $26.5 $760,021 - $779,736	29,424 Added 52.53%	85,437 $2.25 Million
Q3 2022 Oct 18, 2022	BUY	$25.89 - $26.92 $570,641 - $593,343	22,041 Added 64.88%	56,013 $1.45 Million
Q2 2022 Aug 05, 2022	BUY	$26.16 - $26.71 $888,707 - $907,392	33,972 New	33,972 $904,000

Others Institutions Holding IBMN

# of Institutions

167

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2025 TER

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