Integrated Wealth Concepts LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 56,381 shares of IBHG stock, worth $1.27 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
56,381
Previous 55,359 1.85%
Holding current value
$1.27 Million
Previous $1.24 Million 2.75%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
$21.56 - $22.54 $22,034 - $23,035
1,022 Added 1.85%
56,381 $1.27 Million
Q1 2025

May 15, 2025
BUY
$22.21 - $22.56 $215,348 - $218,741
9,696 Added 21.23%
55,359 $1.24 Million
Q4 2024

Feb 14, 2025
SELL
$22.11 - $22.54 $26,399 - $26,912
-1,194 Reduced 2.55%
45,663 $1.02 Million
Q3 2024

Nov 14, 2024
BUY
$21.89 - $22.6 $27,450 - $28,340
1,254 Added 2.75%
46,857 $1.06 Million
Q2 2024

Aug 14, 2024
BUY
$21.73 - $22.12 $83,334 - $84,830
3,835 Added 9.18%
45,603 $1 Million
Q1 2024

May 15, 2024
BUY
$22.0 - $22.38 $394,196 - $401,004
17,918 Added 75.13%
41,768 $929,000
Q4 2023

Feb 13, 2024
BUY
$20.98 - $22.35 $33,358 - $35,536
1,590 Added 7.14%
23,850 $529,000
Q3 2023

Nov 15, 2023
BUY
$21.41 - $21.94 $246,215 - $252,310
11,500 Added 106.88%
22,260 $479,000
Q2 2023

Aug 15, 2023
BUY
$21.41 - $21.92 $230,371 - $235,859
10,760 New
10,760 $234,000

Others Institutions Holding IBHG

# of Institutions
92
Shares Held
8.86M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
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