Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,903 shares of IBDX stock, worth $537,416. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,903
Previous 16,732 24.93%
Holding current value
$537,416
Previous $418,000 26.32%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.31 - $25.29 $101,397 - $105,484
4,171 Added 24.93%
20,903 $528,000
Q1 2025

May 15, 2025
BUY
$24.21 - $25.09 $29,390 - $30,459
1,214 Added 7.82%
16,732 $418,000
Q3 2024

Nov 14, 2024
BUY
$24.34 - $25.83 $22,684 - $24,073
932 Added 6.39%
15,518 $398,000
Q2 2024

Aug 14, 2024
BUY
$24.0 - $24.77 $23,304 - $24,051
971 Added 7.13%
14,586 $358,000
Q1 2024

May 15, 2024
BUY
$24.5 - $25.2 $1,494 - $1,537
61 Added 0.45%
13,615 $337,000
Q4 2023

Feb 13, 2024
BUY
$22.73 - $25.34 $308,082 - $343,458
13,554 New
13,554 $341,000

Others Institutions Holding IBDX

# of Institutions
176
Shares Held
38.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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