Wj Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Wj Wealth Management, LLC holds 64,523 shares of IBMO stock, worth $1.65 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
64,523
Previous 66,092 2.37%
Holding current value
$1.65 Million
Previous $1.67 Million 1.08%
% of portfolio
0.62%
Previous 0.62%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$25.26 - $25.66 $39,632 - $40,260
-1,569 Reduced 2.37%
64,523 $1.66 Million
Q2 2024

Aug 09, 2024
SELL
$25.16 - $25.33 $100,640 - $101,320
-4,000 Reduced 5.71%
66,092 $1.67 Million
Q1 2024

Apr 17, 2024
BUY
$25.35 - $25.52 $52,094 - $52,443
2,055 Added 3.02%
70,092 $1.78 Million
Q4 2023

Jan 12, 2024
BUY
$24.71 - $25.52 $518,910 - $535,920
21,000 Added 44.65%
68,037 $1.74 Million
Q3 2023

Oct 10, 2023
SELL
$24.76 - $25.26 $42,339 - $43,194
-1,710 Reduced 3.51%
47,037 $1.17 Million
Q2 2023

Jul 11, 2023
BUY
$24.96 - $25.63 $356,029 - $365,586
14,264 Added 41.37%
48,747 $1.23 Million
Q1 2023

Apr 12, 2023
SELL
$24.99 - $25.64 $670,456 - $687,895
-26,829 Reduced 43.76%
34,483 $880,000
Q4 2022

Feb 15, 2023
BUY
$24.52 - $25.33 $69,269 - $71,557
2,825 Added 4.83%
61,312 $1.55 Million
Q3 2022

Oct 18, 2022
BUY
$24.63 - $25.76 $558,657 - $584,288
22,682 Added 63.35%
58,487 $1.44 Million
Q2 2022

Aug 05, 2022
BUY
$24.88 - $25.49 $890,828 - $912,669
35,805 New
35,805 $906,000

Others Institutions Holding IBMO

# of Institutions
169
Shares Held
17.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track Wj Wealth Management, LLC Portfolio

Follow Wj Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email