4 J Wealth Management LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History
4 J Wealth Management LLC
- $123 Million
- Q3 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 9,560 shares of IBDW stock, worth $201,620. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,560
Previous 9,560
-0.0%
Holding current value
$201,620
Previous $201,000
0.5%
% of portfolio
0.16%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding IBDW
# of Institutions
251Shares Held
76.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.65MShares$76.9 Million1.22% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio