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 38,833 shares of IBMP stock, worth $978,203. This represents 0.4% of its overall portfolio holdings.
Number of Shares
38,833
Previous 55,433
29.95%
Holding current value
$978,203
Previous $1.39 Million
29.58%
% of portfolio
0.4%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding IBMP
# of Institutions
162Shares Held
19.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.79MShares$45.1 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL970KShares$24.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA924KShares$23.3 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH880KShares$22.2 Million0.34% of portfolio
-
Envestnet Asset Management Inc859KShares$21.6 Million0.01% of portfolio