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

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 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 194,237 shares of IBDS stock, worth $4.73 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
194,237
Previous 179,958 7.93%
Holding current value
$4.73 Million
Previous $4.35 Million 8.34%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
419
Shares Held
109M
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email