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

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

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 30,566 shares of IBDW stock, worth $652,278. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,566

Previous 28,640 6.72%

Holding current value

$652,278

Previous $594,000 8.25%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$20.23 - $21.04 $38,962 - $40,523	1,926 Added 6.72%	30,566 $643,000
Q1 2025 May 15, 2025	BUY	$20.1 - $20.8 $29,446 - $30,472	1,465 Added 5.39%	28,640 $594,000
Q4 2024 Feb 14, 2025	BUY	$20.28 - $21.2 $8,375 - $8,755	413 Added 1.54%	27,175 $553,000
Q3 2024 Nov 14, 2024	BUY	$20.12 - $21.28 $45,310 - $47,922	2,252 Added 9.19%	26,762 $567,000
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

237

Shares Held

69.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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