Integrated Wealth Concepts LLC Aon PLC Transaction History

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Aon PLC stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 7,644 shares of AON stock, worth $2.68 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,644

Previous 6,751 13.23%

Holding current value

$2.68 Million

Previous $2.41 Million 13.16%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$350.91 - $375.27 $313,362 - $335,116	893 Added 13.23%	7,644 $2.73 Million
Q2 2025 Aug 14, 2025	SELL	$335.85 - $398.81 $368,427 - $437,494	-1,097 Reduced 13.98%	6,751 $2.41 Million
Q1 2025 May 15, 2025	BUY	$348.44 - $409.32 $842,527 - $989,735	2,418 Added 44.53%	7,848 $3.13 Million
Q4 2024 Feb 14, 2025	BUY	$344.14 - $393.31 $55,750 - $63,716	162 Added 3.08%	5,430 $1.95 Million
Q3 2024 Nov 14, 2024	SELL	$293.16 - $351.06 $199,348 - $238,720	-680 Reduced 11.43%	5,268 $1.82 Million
Q2 2024 Aug 14, 2024	BUY	$275.82 - $329.64 $86,607 - $103,506	314 Added 5.57%	5,948 $1.75 Million
Q1 2024 May 15, 2024	SELL	$288.02 - $333.79 $201,614 - $233,653	-700 Reduced 11.05%	5,634 $1.88 Million
Q4 2023 Feb 13, 2024	BUY	$288.19 - $335.32 $291,071 - $338,673	1,010 Added 18.97%	6,334 $1.84 Million
Q3 2023 Nov 15, 2023	BUY	$314.14 - $343.21 $5,654 - $6,177	18 Added 0.34%	5,324 $1.73 Million
Q2 2023 Aug 15, 2023	BUY	$308.29 - $345.2 $309,831 - $346,926	1,005 Added 23.37%	5,306 $1.83 Million
Q1 2023 May 03, 2023	BUY	$285.85 - $325.99 $960,741 - $1.1 Million	3,361 Added 357.55%	4,301 $1.36 Million
Q4 2022 Feb 13, 2023	SELL	$270.81 - $310.02 $3,791 - $4,340	-14 Reduced 1.47%	940 $282,000
Q3 2022 Nov 14, 2022	BUY	$267.1 - $302.57 $30,449 - $34,492	114 Added 13.57%	954 $256,000
Q2 2022 Aug 08, 2022	SELL	$248.5 - $333.61 $2,982 - $4,003	-12 Reduced 1.41%	840 $227,000
Q1 2022 May 12, 2022	SELL	$261.88 - $326.39 $79,611 - $99,222	-304 Reduced 26.3%	852 $278,000
Q4 2021 Feb 15, 2022	SELL	$285.28 - $321.08 $3,708 - $4,174	-13 Reduced 1.11%	1,156 $348,000
Q3 2021 Nov 15, 2021	BUY	$226.79 - $299.17 $12,473 - $16,454	55 Added 4.94%	1,169 $334,000
Q2 2021 Aug 13, 2021	SELL	$229.52 - $258.52 $85,610 - $96,427	-373 Reduced 25.08%	1,114 $266,000
Q1 2021 May 13, 2021	BUY	$202.13 - $233.7 $300,567 - $347,511	1,487 New	1,487 $342,000

Others Institutions Holding AON

# of Institutions

1,420

Shares Held

189M

Call Options Held

686K

Put Options Held

251K

View Full List

About Aon plc

Ticker AON
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 206,852,992
Market Cap $72.4B
Description
Aon plc, a professional services firm, provides advice and solutions to clients focused on risk, retirement, and health worldwide. It offers commercial risk solutions, including retail brokerage, cyber, and global risk consulting solutions, as well as acts as a captives management; and health solutions, such as health and benefits brokerages, an...

More about AON

Track This Portfolio

Portfolio Update

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

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Aon PLC Transaction History