A detailed history of Integrated Wealth Concepts LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 41,791 shares of BBUS stock, worth $4.32 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
41,791
Previous 37,541 11.32%
Holding current value
$4.32 Million
Previous $3.54 Million 15.69%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Aug 14, 2024

BUY
$89.42 - $98.82 $380,035 - $419,985
4,250 Added 11.32%
41,791 $4.1 Million
Q1 2024

May 15, 2024

BUY
$84.37 - $94.43 $635,812 - $711,624
7,536 Added 25.12%
37,541 $3.54 Million
Q4 2023

Feb 13, 2024

BUY
$74.0 - $86.19 $629,444 - $733,132
8,506 Added 39.56%
30,005 $2.58 Million
Q3 2023

Nov 15, 2023

BUY
$76.76 - $82.55 $137,630 - $148,012
1,793 Added 9.1%
21,499 $1.66 Million
Q2 2023

Aug 15, 2023

BUY
$72.57 - $79.71 $174,530 - $191,702
2,405 Added 13.9%
19,706 $1.57 Million
Q1 2023

May 03, 2023

BUY
$68.0 - $74.94 $95,472 - $105,215
1,404 Added 8.83%
17,301 $1.27 Million
Q4 2022

Feb 13, 2023

SELL
$64.12 - $73.24 $58,862 - $67,234
-918 Reduced 5.46%
15,897 $1.09 Million
Q3 2022

Nov 14, 2022

BUY
$64.34 - $77.44 $585,429 - $704,626
9,099 Added 117.92%
16,815 $1.08 Million
Q2 2022

Aug 08, 2022

BUY
$65.83 - $82.81 $273,194 - $343,661
4,150 Added 116.38%
7,716 $523,000
Q1 2022

May 12, 2022

BUY
$75.13 - $86.85 $58,376 - $67,482
777 Added 27.86%
3,566 $292,000
Q4 2021

Feb 15, 2022

BUY
$78.54 - $86.89 $15,708 - $17,378
200 Added 7.72%
2,789 $241,000
Q3 2021

Nov 15, 2021

BUY
$78.07 - $83.17 $202,123 - $215,327
2,589 New
2,589 $204,000

Others Institutions Holding BBUS

About J P MORGAN EXCHG-TRADED FD


  • Ticker BBUS
  • Sector ETFs
  • Industry ETFs
More about BBUS
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