4 J Wealth Management LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 19,949 shares of IBDT stock, worth $502,315. This represents 0.46% of its overall portfolio holdings.
Number of Shares
19,949
Previous 18,949
5.28%
Holding current value
$502,315
Previous $472,000
4.66%
% of portfolio
0.46%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
61.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$69.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.7 Million1.37% of portfolio
-
Capital Advisors Inc2.53MShares$63.8 Million1.33% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$60.8 Million1.14% of portfolio