4 J Wealth Management LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, 4 J Wealth Management LLC holds 47,427 shares of IBTF stock, worth $1.11 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
47,427
Previous 45,327 4.63%
Holding current value
$1.11 Million
Previous $1.05 Million 4.66%
% of portfolio
1.03%
Previous 1.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$23.1 - $23.22 $48,510 - $48,762
2,100 Added 4.63%
47,427 $1.1 Million
Q1 2024

Apr 22, 2024
SELL
$23.16 - $23.36 $1,158 - $1,168
-50 Reduced 0.11%
45,327 $1.05 Million
Q4 2023

Jan 22, 2024
BUY
$22.97 - $23.28 $33,765 - $34,221
1,470 Added 3.35%
45,377 $1.06 Million
Q3 2023

Oct 24, 2023
SELL
$23.01 - $23.2 $156,468 - $157,760
-6,800 Reduced 13.41%
43,907 $1.01 Million
Q2 2023

Jul 14, 2023
BUY
$23.13 - $23.6 $434,844 - $443,680
18,800 Added 58.92%
50,707 $1.17 Million
Q1 2023

Apr 21, 2023
BUY
$22.99 - $23.65 $264,385 - $271,975
11,500 Added 56.35%
31,907 $750,000
Q4 2022

Jan 17, 2023
BUY
$23.05 - $23.48 $96,533 - $98,334
4,188 Added 25.82%
20,407 $0
Q3 2022

Oct 27, 2022
BUY
$23.19 - $24.14 $376,118 - $391,526
16,219 New
16,219 $378,000
Q2 2022

Aug 01, 2022
BUY
$23.56 - $24.23 $320,416 - $329,528
13,600 New
13,600 $326,000

Others Institutions Holding IBTF

# of Institutions
259
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBTF Quotes by TradingView
  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
Track This Portfolio

Track 4 J Wealth Management LLC Portfolio

Follow 4 J Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email