A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,910 shares of GVI stock, worth $408,595. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,910
Previous 2,413 62.04%
Holding current value
$408,595
Previous $250,000 67.2%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$103.17 - $107.43 $154,445 - $160,822
1,497 Added 62.04%
3,910 $418,000
Q2 2024

Aug 14, 2024

BUY
$102.13 - $104.03 $246,439 - $251,024
2,413 New
2,413 $250,000
Q4 2021

Feb 15, 2022

SELL
$113.61 - $115.26 $201,316 - $204,240
-1,772 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$114.9 - $115.97 $203,602 - $205,498
1,772 New
1,772 $205,000

Others Institutions Holding GVI

About ISHARES TR


  • Ticker GVI
  • Sector ETFs
  • Industry ETFs
More about GVI
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