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

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 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 55,359 shares of IBHG stock, worth $1.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

55,359

Previous 45,663 21.23%

Holding current value

$1.24 Million

Previous $1.02 Million 21.77%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

12.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

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