Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 24,510 shares of IBDW stock, worth $503,190. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,510
Previous 21,762 12.63%
Holding current value
$503,190
Previous $445,000 11.69%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$19.84 - $20.44 $54,520 - $56,169
2,748 Added 12.63%
24,510 $497,000
Q1 2024

May 15, 2024
BUY
$20.24 - $20.75 $1,477 - $1,514
73 Added 0.34%
21,762 $445,000
Q4 2023

Feb 13, 2024
BUY
$18.79 - $20.85 $157,854 - $175,160
8,401 Added 63.22%
21,689 $450,000
Q3 2023

Nov 15, 2023
BUY
$19.34 - $20.36 $9,940 - $10,465
514 Added 4.02%
13,288 $257,000
Q2 2023

Aug 15, 2023
BUY
$20.06 - $20.81 $256,246 - $265,826
12,774 New
12,774 $258,000

Others Institutions Holding IBDW

# of Institutions
151
Shares Held
40.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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.

Choose your preferred platform and Sign Up 👇 Telegram Email