Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 40,718 shares of IBDU stock, worth $944,250. This represents 0.01% of its overall portfolio holdings.

Number of Shares

40,718

Previous 30,336 34.22%

Holding current value

$944,250

Previous $691,000 36.18%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

295

Shares Held

89.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History