Integrated Wealth Concepts LLC Ishares Tr Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 37,004 shares of IBDV stock, worth $811,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,004
Previous 28,437 30.13%
Holding current value
$811,867
Previous $607,000 32.29%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$21.11 - $21.73 $180,849 - $186,160
8,567 Added 30.13%
37,004 $803,000
Q4 2024

Feb 14, 2025
BUY
$21.24 - $22.15 $18,436 - $19,226
868 Added 3.15%
28,437 $607,000
Q3 2024

Nov 14, 2024
SELL
$21.11 - $22.24 $47,265 - $49,795
-2,239 Reduced 7.51%
27,569 $611,000
Q2 2024

Aug 14, 2024
BUY
$20.82 - $21.38 $54,673 - $56,143
2,626 Added 9.66%
29,808 $633,000
Q1 2024

May 15, 2024
BUY
$21.16 - $21.68 $180,410 - $184,843
8,526 Added 45.7%
27,182 $581,000
Q4 2023

Feb 13, 2024
BUY
$19.85 - $21.72 $159,871 - $174,932
8,054 Added 75.97%
18,656 $403,000
Q2 2023

Aug 15, 2023
BUY
$21.0 - $21.69 $222,642 - $229,957
10,602 New
10,602 $224,000

Others Institutions Holding IBDV

# of Institutions
254
Shares Held
72.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
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