4 J Wealth Management LLC Ishares Tr Ibonds December 202 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 December 202 stock. As of the latest transaction made, 4 J Wealth Management LLC holds 8,742 shares of IBMO stock, worth $222,746. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,742
Previous 8,691
0.59%
Holding current value
$222,746
Previous $223,000
0.45%
% of portfolio
0.21%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding IBMO
# of Institutions
175Shares Held
18.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.56MShares$39.8 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO993KShares$25.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc925KShares$23.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY806KShares$20.5 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH798KShares$20.3 Million0.32% of portfolio