Integrated Wealth Concepts LLC Ishares Tr Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,081 shares of GVI stock, worth $653,889. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,081
Previous 5,435 11.89%
Holding current value
$653,889
Previous $576,000 12.67%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$104.82 - $106.79 $67,713 - $68,986
646 Added 11.89%
6,081 $649,000
Q1 2025

May 15, 2025
BUY
$103.49 - $106.02 $124,912 - $127,966
1,207 Added 28.55%
5,435 $576,000
Q4 2024

Feb 14, 2025
BUY
$103.89 - $107.05 $33,037 - $34,041
318 Added 8.13%
4,228 $440,000
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

# of Institutions
299
Shares Held
29.2M
Call Options Held
0
Put Options Held
6K
View Full List

About ISHARES TR

GVI Quotes by TradingView
  • Ticker GVI
  • Sector ETFs
  • Industry ETFs
More about GVI
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