4 J Wealth Management LLC Ishares Barclays Transaction History

4 J Wealth Management LLC

$105 Million
Q4 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Barclays stock. As of the latest transaction made, 4 J Wealth Management LLC holds 3,485 shares of IEF stock, worth $322,432. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,485

Previous 3,914 10.96%

Holding current value

$322,432

Previous $384,000 16.15%

% of portfolio

0.31%

Previous 0.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$92.08 - $98.18 $39,502 - $42,119	-429 Reduced 10.96%	3,485 $322,000
Q2 2024 Jul 17, 2024	SELL	$91.24 - $94.6 $5,018 - $5,203	-55 Reduced 1.39%	3,914 $366,000
Q1 2024 Apr 22, 2024	SELL	$93.54 - $96.82 $79,883 - $82,684	-854 Reduced 17.71%	3,969 $375,000
Q4 2023 Jan 22, 2024	SELL	$88.95 - $97.0 $51,857 - $56,551	-583 Reduced 10.78%	4,823 $464,000
Q3 2023 Oct 24, 2023	BUY	$91.32 - $97.13 $24,473 - $26,030	268 Added 5.22%	5,406 $495,000
Q2 2023 Jul 14, 2023	SELL	$96.39 - $100.48 $3,277 - $3,416	-34 Reduced 0.66%	5,138 $496,000
Q1 2023 Apr 21, 2023	BUY	$94.41 - $100.02 $8,024 - $8,501	85 Added 1.67%	5,172 $512,000
Q4 2022 Jan 17, 2023	BUY	$92.93 - $99.14 $83,451 - $89,027	898 Added 21.44%	5,087 $0
Q3 2022 Oct 27, 2022	BUY	$94.56 - $105.6 $396,111 - $442,358	4,189 New	4,189 $402,000
Q2 2022 Aug 01, 2022	SELL	$98.15 - $106.65 $77,047 - $83,720	-785 Reduced 15.47%	4,290 $439,000
Q1 2022 Apr 28, 2022	SELL	$106.08 - $113.93 $56,328 - $60,496	-531 Reduced 9.47%	5,075 $545,000
Q4 2021 Jan 20, 2022	BUY	$113.55 - $116.36 $12,831 - $13,148	113 Added 2.06%	5,606 $645,000
Q3 2021 Oct 19, 2021	SELL	$114.96 - $118.18 $8,851 - $9,099	-77 Reduced 1.38%	5,493 $633,000
Q2 2021 Jul 13, 2021	SELL	$113.04 - $115.78 $53,694 - $54,995	-475 Reduced 7.86%	5,570 $643,000
Q1 2021 Apr 13, 2021	SELL	$112.93 - $119.98 $13,325 - $14,157	-118 Reduced 1.91%	6,045 $683,000
Q4 2020 Jan 15, 2021	BUY	$119.27 - $121.81 $735,061 - $750,715	6,163 New	6,163 $739,000

Others Institutions Holding IEF

# of Institutions

1,054

Shares Held

281M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
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4 J Wealth Management LLC Ishares Barclays Transaction History