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 46,857 shares of IBHG stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
46,857
Previous 45,603 2.75%
Holding current value
$1.05 Million
Previous $1 Million 5.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About ISHARES TR IBONDS 2027 TERM HI


  • Ticker IBHG
More about IBHG
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.