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 31,710 shares of IBDU stock, worth $723,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares
31,710
Previous 24,603 28.89%
Holding current value
$723,622
Previous $557,000 33.75%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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.