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

4 J Wealth Management LLC

$105 Million
Q4 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 49,087 shares of IBDS stock, worth $1.18 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

49,087

Previous 42,943 14.31%

Holding current value

$1.18 Million

Previous $1.05 Million 12.43%

% of portfolio

1.12%

Previous 0.92%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$23.88 - $24.32 $146,718 - $149,422	6,144 Added 14.31%	49,087 $1.18 Million
Q3 2024 Oct 31, 2024	BUY	$23.63 - $24.42 $31,569 - $32,625	1,336 Added 3.21%	42,943 $1.05 Million
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

377

Shares Held

99.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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