Integrated Wealth Concepts LLC Ishares Ibonds 2025 Term High Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 72,240 shares of IBHE stock, worth $1.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
72,240
Previous 64,781 11.51%
Holding current value
$1.67 Million
Previous $1.51 Million 11.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2024
BUY
$23.19 - $23.37 $172,974 - $174,316
7,459 Added 11.51%
72,240 $1.68 Million
Q1 2024

May 15, 2024
BUY
$23.04 - $23.43 $192,407 - $195,663
8,351 Added 14.8%
64,781 $1.51 Million
Q4 2023

Feb 13, 2024
BUY
$22.62 - $23.26 $374,247 - $384,836
16,545 Added 41.48%
56,430 $1.3 Million
Q3 2023

Nov 15, 2023
BUY
$22.69 - $23.07 $39,480 - $40,141
1,740 Added 4.56%
39,885 $914,000
Q2 2023

Aug 15, 2023
BUY
$22.61 - $23.0 $231,503 - $235,497
10,239 Added 36.69%
38,145 $877,000
Q1 2023

May 03, 2023
BUY
$22.48 - $23.06 $627,326 - $643,512
27,906 New
27,906 $639,000

Others Institutions Holding IBHE

# of Institutions
107
Shares Held
13.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

IBHE Quotes by TradingView
  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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