Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 150,798 shares of IBDR stock, worth $3.58 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

150,798

Previous 85,703 75.95%

Holding current value

$3.58 Million

Previous $2.04 Million 75.97%

% of portfolio

0.04%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	N/A	65,095 Added 75.95%	150,798 $3.58 Million
Q4 2024 Feb 14, 2025	SELL	N/A	-2,073 Reduced 2.36%	85,703 $2.04 Million
Q3 2024 Nov 14, 2024	BUY	$23.75 - $23.75 $311,528 - $311,528	13,117 Added 17.57%	87,776 $2.08 Million
Q2 2024 Aug 14, 2024	SELL	$23.65 - $23.82 $242,578 - $244,321	-10,257 Reduced 12.08%	74,659 $1.78 Million
Q1 2024 May 15, 2024	SELL	$23.76 - $23.98 $209,777 - $211,719	-8,829 Reduced 9.42%	84,916 $2.03 Million
Q4 2023 Feb 13, 2024	SELL	$23.15 - $23.9 $48,499 - $50,070	-2,095 Reduced 2.19%	93,745 $2.24 Million
Q3 2023 Nov 15, 2023	BUY	$23.28 - $23.6 $28,611 - $29,004	1,229 Added 1.3%	95,840 $2.24 Million
Q2 2023 Aug 15, 2023	SELL	$23.42 - $23.83 $83,492 - $84,953	-3,565 Reduced 3.63%	94,611 $2.22 Million
Q1 2023 May 03, 2023	SELL	$23.14 - $23.86 $106,490 - $109,803	-4,602 Reduced 4.48%	98,176 $2.33 Million
Q4 2022 Feb 13, 2023	BUY	$22.9 - $23.61 $125,194 - $129,075	5,467 Added 5.62%	102,778 $2.4 Million
Q3 2022 Nov 14, 2022	SELL	$23.21 - $24.34 $141,488 - $148,376	-6,096 Reduced 5.9%	97,311 $2.25 Million
Q2 2022 Aug 08, 2022	BUY	$23.33 - $24.57 $2.41 Million - $2.54 Million	103,407 New	103,407 $2.46 Million

Others Institutions Holding IBDR

# of Institutions

430

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History