Wj Wealth Management, LLC Ishares Tr Ibonds December 202 Transaction History
Wj Wealth Management, LLC
- $270 Million
- Q2 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 52,833 shares of IBMP stock, worth $1.34 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
52,833
Previous 38,833
36.05%
Holding current value
$1.34 Million
Previous $981,000
36.49%
% of portfolio
0.5%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding IBMP
# of Institutions
181Shares Held
20.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.1MShares$53.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA973KShares$24.8 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL950KShares$24.2 Million0.03% of portfolio
-
Mercer Global Advisors Inc Denver, CO911KShares$23.2 Million0.05% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH898KShares$22.9 Million0.33% of portfolio