4 J Wealth Management LLC Ishares Tr Transaction History
4 J Wealth Management LLC
- $105 Million
- Q4 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, 4 J Wealth Management LLC holds 15,068 shares of IBDV stock, worth $321,852. This represents 0.31% of its overall portfolio holdings.
Number of Shares
15,068
Previous 14,618
3.08%
Holding current value
$321,852
Previous $324,000
0.93%
% of portfolio
0.31%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding IBDV
# of Institutions
201Shares Held
50.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.3MShares$91.9 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.46MShares$73.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.89MShares$61.7 Million1.28% of portfolio
-
Aptus Capital Advisors, LLC2.6MShares$55.6 Million0.92% of portfolio
-
Capital Advisors Inc2.33MShares$49.7 Million1.06% of portfolio