Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wj Wealth Management, LLC
- $249 Million
- Q1 2024
A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wj Wealth Management, LLC holds 9,551 shares of IBMN stock, worth $252,337. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,551
Previous 17,364
45.0%
Holding current value
$252,337
Previous $461,000
45.34%
% of portfolio
0.1%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding IBMN
# of Institutions
158Shares Held
17.9MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA2.2MShares$58.2 Million0.86% of portfolio
-
Bank Of America Corp Charlotte, NC1.66MShares$43.7 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO934KShares$24.7 Million0.07% of portfolio
-
Envestnet Asset Management Inc814KShares$21.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY757KShares$20 Million0.0% of portfolio