4 J Wealth Management LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

4 J Wealth Management LLC

  • $107 Million
  • Q2 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 41,607 shares of IBDS stock, worth $1 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
41,607
Previous 39,818 4.49%
Holding current value
$1 Million
Previous $947,000 4.22%
% of portfolio
0.92%
Previous 0.92%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$23.48 - $23.77 $42,005 - $42,524
1,789 Added 4.49%
41,607 $987,000
Q1 2024

Apr 22, 2024
BUY
$23.67 - $24.03 $42,132 - $42,773
1,780 Added 4.68%
39,818 $947,000
Q4 2023

Jan 22, 2024
BUY
$22.84 - $23.94 $20,144 - $21,115
882 Added 2.37%
38,038 $910,000
Q3 2023

Oct 24, 2023
SELL
$23.07 - $23.6 $133,183 - $136,242
-5,773 Reduced 13.45%
37,156 $859,000
Q2 2023

Jul 14, 2023
BUY
$23.39 - $23.94 $671,643 - $687,437
28,715 Added 202.02%
42,929 $1.01 Million
Q1 2023

Apr 21, 2023
BUY
$23.15 - $24.01 $329,054 - $341,278
14,214 New
14,214 $338,000

Others Institutions Holding IBDS

# of Institutions
335
Shares Held
81.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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