Wj Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
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 43,323 shares of IBMO stock, worth $1.1 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
43,323
Previous 64,523
32.86%
Holding current value
$1.1 Million
Previous $1.64 Million
32.58%
% of portfolio
0.45%
Previous 0.61%
Shares
11 transactions
Others Institutions Holding IBMO
# of Institutions
193Shares Held
19.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.75MShares$44.6 Million0.0% of portfolio
-
Envestnet Asset Management Inc874KShares$22.3 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO866KShares$22.1 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH863KShares$22 Million0.34% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC724KShares$18.5 Million0.52% of portfolio