Integrated Wealth Concepts LLC Ishares Ibonds 2025 Term High Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

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 73,383 shares of IBHE stock, worth $1.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

73,383

Previous 128,867 43.06%

Holding current value

$1.7 Million

Previous $2.99 Million 42.96%

% of portfolio

0.02%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$23.16 - $23.32 $1.29 Million - $1.29 Million	-55,484 Reduced 43.06%	73,383 $1.71 Million
Q4 2024 Feb 14, 2025	SELL	$23.08 - $23.28 $48,421 - $48,841	-2,098 Reduced 1.6%	128,867 $2.99 Million
Q3 2024 Nov 14, 2024	BUY	$23.03 - $23.3 $1.35 Million - $1.37 Million	58,725 Added 81.29%	130,965 $3.05 Million
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

150

Shares Held

15.7M

Call Options Held

Put Options Held

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About ISHARES IBONDS 2025 TERM HIGH

Ticker IBHE
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Integrated Wealth Concepts LLC Ishares Ibonds 2025 Term High Transaction History