4 J Wealth Management LLC Ishares U.S. Treasury Bond ETF Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 18,425 shares of GOVT stock, worth $421,379. This represents 0.4% of its overall portfolio holdings.

Number of Shares

18,425

Previous 318,402 94.21%

Holding current value

$421,379

Previous $7.47 Million 94.33%

% of portfolio

0.4%

Previous 6.58%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$22.39 - $23.45 $6.72 Million - $7.03 Million	-299,977 Reduced 94.21%	18,425 $423,000
Q3 2024 Oct 31, 2024	BUY	$22.38 - $23.66 $27,393 - $28,959	1,224 Added 0.39%	318,402 $7.47 Million
Q2 2024 Jul 17, 2024	BUY	$22.12 - $22.75 $436,095 - $448,516	19,715 Added 6.63%	317,178 $7.16 Million
Q1 2024 Apr 22, 2024	BUY	$22.51 - $23.08 $1.23 Million - $1.26 Million	54,589 Added 22.48%	297,463 $6.77 Million
Q4 2023 Jan 22, 2024	BUY	$21.6 - $23.13 $28,512 - $30,531	1,320 Added 0.55%	242,874 $5.6 Million
Q3 2023 Oct 24, 2023	BUY	$21.99 - $23.01 $210,356 - $220,113	9,566 Added 4.12%	241,554 $5.32 Million
Q2 2023 Jul 14, 2023	BUY	$22.87 - $23.59 $15,917 - $16,418	696 Added 0.3%	231,988 $5.31 Million
Q1 2023 Apr 21, 2023	BUY	$22.54 - $23.5 $273,725 - $285,384	12,144 Added 5.54%	231,292 $5.41 Million
Q4 2022 Jan 17, 2023	SELL	$22.18 - $23.3 $1.59 Million - $1.67 Million	-71,506 Reduced 24.6%	219,148 $0
Q3 2022 Oct 27, 2022	BUY	$22.58 - $24.36 $6.56 Million - $7.08 Million	290,654 New	290,654 $6.62 Million
Q2 2022 Aug 01, 2022	SELL	$23.28 - $24.82 $179,931 - $191,833	-7,729 Reduced 2.66%	282,328 $6.75 Million
Q1 2022 Apr 28, 2022	BUY	$24.71 - $26.22 $791,658 - $840,036	32,038 Added 12.42%	290,057 $7.23 Million
Q4 2021 Jan 20, 2022	SELL	$26.24 - $26.74 $285,491 - $290,931	-10,880 Reduced 4.05%	258,019 $6.88 Million
Q3 2021 Oct 19, 2021	BUY	$26.48 - $26.97 $76,262 - $77,673	2,880 Added 1.08%	268,899 $7.13 Million
Q2 2021 Jul 13, 2021	BUY	$26.19 - $26.61 $360,924 - $366,712	13,781 Added 5.46%	266,019 $7.08 Million
Q1 2021 Apr 13, 2021	BUY	$26.12 - $27.38 $201,672 - $211,400	7,721 Added 3.16%	252,238 $6.61 Million
Q4 2020 Jan 15, 2021	BUY	$27.24 - $27.93 $6.66 Million - $6.83 Million	244,517 New	244,517 $6.66 Million

Others Institutions Holding GOVT

# of Institutions

839

Shares Held

1.18B

Call Options Held

20.5K

Put Options Held

773K

View Full List

About ISHARES U.S. TREASURY BOND ETF

Ticker GOVT
Sector ETFs
Industry ETFs

More about GOVT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.

Account

4 J Wealth Management LLC Ishares U.S. Treasury Bond ETF Transaction History