Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 216,784 shares of IBDT stock, worth $5.52 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
216,784
Previous 176,718 22.67%
Holding current value
$5.52 Million
Previous $4.46 Million 23.46%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 14, 2025
BUY
$24.94 - $25.42 $999,246 - $1.02 Million
40,066 Added 22.67%
216,784 $5.51 Million
Q1 2025

May 15, 2025
BUY
$24.79 - $25.26 $1.33 Million - $1.36 Million
53,811 Added 43.78%
176,718 $4.46 Million
Q4 2024

Feb 14, 2025
SELL
$24.82 - $25.48 $126,954 - $130,330
-5,115 Reduced 4.0%
122,907 $3.06 Million
Q3 2024

Nov 14, 2024
BUY
$24.62 - $25.59 $89,149 - $92,661
3,621 Added 2.91%
128,022 $3.27 Million
Q2 2024

Aug 14, 2024
SELL
$24.4 - $24.86 $344,698 - $351,197
-14,127 Reduced 10.2%
124,401 $3.08 Million
Q1 2024

May 15, 2024
SELL
$24.69 - $25.14 $174,879 - $178,066
-7,083 Reduced 4.86%
138,528 $3.45 Million
Q4 2023

Feb 13, 2024
BUY
$23.63 - $25.1 $63,588 - $67,544
2,691 Added 1.88%
145,611 $3.65 Million
Q3 2023

Nov 15, 2023
SELL
$23.94 - $24.67 $9,216 - $9,497
-385 Reduced 0.27%
142,920 $3.43 Million
Q2 2023

Aug 15, 2023
BUY
$24.43 - $25.1 $3.5 Million - $3.6 Million
143,305 New
143,305 $3.51 Million

Others Institutions Holding IBDT

# of Institutions
389
Shares Held
92.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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