Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 40,678 shares of IBDU stock, worth $950,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,678
Previous 38,304 6.2%
Holding current value
$950,238
Previous $893,000 6.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$23.13 - $23.54 $54,910 - $55,883
2,374 Added 6.2%
40,678 $954,000
Q2 2025

Aug 14, 2025
SELL
$22.7 - $23.33 $54,797 - $56,318
-2,414 Reduced 5.93%
38,304 $893,000
Q1 2025

May 15, 2025
BUY
$22.61 - $23.14 $234,737 - $240,239
10,382 Added 34.22%
40,718 $941,000
Q4 2024

Feb 14, 2025
SELL
$22.71 - $23.47 $31,203 - $32,247
-1,374 Reduced 4.33%
30,336 $691,000
Q3 2024

Nov 14, 2024
BUY
$22.51 - $23.57 $159,978 - $167,511
7,107 Added 28.89%
31,710 $745,000
Q2 2024

Aug 14, 2024
BUY
$22.29 - $22.77 $6,620 - $6,762
297 Added 1.22%
24,603 $557,000
Q1 2024

May 15, 2024
BUY
$22.61 - $23.1 $154,335 - $157,680
6,826 Added 39.05%
24,306 $554,000
Q4 2023

Feb 13, 2024
BUY
$21.44 - $23.11 $643 - $693
30 Added 0.17%
17,480 $403,000
Q3 2023

Nov 15, 2023
BUY
$21.83 - $22.62 $33,028 - $34,224
1,513 Added 9.49%
17,450 $382,000
Q2 2023

Aug 15, 2023
BUY
$22.32 - $23.04 $355,713 - $367,188
15,937 New
15,937 $357,000

Others Institutions Holding IBDU

# of Institutions
347
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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