Integrated Wealth Concepts LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Integrated Wealth Concepts LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$53.73 - $58.49 $2.75 Million - $3 Million	51,267 Added 258.62%	71,090 $3.88 Million
Q3 2022 Nov 14, 2022	BUY	$54.52 - $60.66 $664,544 - $739,384	12,189 Added 159.67%	19,823 $1.09 Million
Q2 2022 Aug 08, 2022	SELL	$58.24 - $67.63 $266,273 - $309,204	-4,572 Reduced 37.46%	7,634 $445,000
Q1 2022 May 12, 2022	SELL	$49.81 - $65.25 $855,984 - $1.12 Million	-17,185 Reduced 58.47%	12,206 $749,000
Q4 2021 Feb 15, 2022	BUY	$48.03 - $61.24 $582,651 - $742,902	12,131 Added 70.28%	29,391 $1.45 Million
Q3 2021 Nov 15, 2021	BUY	$53.47 - $58.68 $922,892 - $1.01 Million	17,260 New	17,260 $1.01 Million

3.25M

14.1K

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