Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 219,945 shares of IBDS stock, worth $5.34 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
219,945
Previous 194,237 13.24%
Holding current value
$5.34 Million
Previous $4.71 Million 13.56%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$24.14 - $24.34 $620,591 - $625,732
25,708 Added 13.24%
219,945 $5.35 Million
Q2 2025

Aug 14, 2025
BUY
$23.96 - $24.27 $342,124 - $346,551
14,279 Added 7.93%
194,237 $4.71 Million
Q1 2025

May 15, 2025
BUY
$23.9 - $24.18 $1.32 Million - $1.33 Million
55,060 Added 44.08%
179,958 $4.35 Million
Q4 2024

Feb 14, 2025
SELL
$23.88 - $24.32 $34,888 - $35,531
-1,461 Reduced 1.16%
124,898 $2.99 Million
Q3 2024

Nov 14, 2024
BUY
$23.63 - $24.42 $346,321 - $357,899
14,656 Added 13.12%
126,359 $3.08 Million
Q2 2024

Aug 14, 2024
SELL
$23.48 - $23.77 $33,623 - $34,038
-1,432 Reduced 1.27%
111,703 $2.65 Million
Q1 2024

May 15, 2024
SELL
$23.67 - $24.03 $219,113 - $222,445
-9,257 Reduced 7.56%
113,135 $2.69 Million
Q4 2023

Feb 13, 2024
SELL
$22.84 - $23.94 $85,764 - $89,894
-3,755 Reduced 2.98%
122,392 $2.93 Million
Q3 2023

Nov 15, 2023
SELL
$23.07 - $23.6 $249,363 - $255,092
-10,809 Reduced 7.89%
126,147 $2.92 Million
Q2 2023

Aug 15, 2023
BUY
$23.39 - $23.94 $3.2 Million - $3.28 Million
136,956 New
136,956 $3.22 Million

Others Institutions Holding IBDS

# of Institutions
433
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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