Integrated Wealth Concepts LLC Ishares Tr Ibonds 2028 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 2028 Term Hi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 49,701 shares of IBHH stock, worth $1.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

49,701

Previous 45,527 9.17%

Holding current value

$1.18 Million

Previous $1.06 Million 9.22%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$23.33 - $23.71 $97,379 - $98,965	4,174 Added 9.17%	49,701 $1.16 Million
Q4 2024 Feb 14, 2025	BUY	$23.18 - $23.74 $120,883 - $123,804	5,215 Added 12.94%	45,527 $1.06 Million
Q3 2024 Nov 14, 2024	BUY	$22.96 - $23.97 $20,457 - $21,357	891 Added 2.26%	40,312 $959,000
Q2 2024 Aug 14, 2024	BUY	$22.8 - $23.2 $90,903 - $92,498	3,987 Added 11.25%	39,421 $911,000
Q1 2024 May 15, 2024	BUY	$23.05 - $23.38 $577,033 - $585,294	25,034 Added 240.71%	35,434 $827,000
Q4 2023 Feb 13, 2024	BUY	$21.6 - $23.4 $23,760 - $25,740	1,100 Added 11.83%	10,400 $242,000
Q2 2023 Aug 15, 2023	BUY	$22.17 - $22.72 $206,181 - $211,296	9,300 New	9,300 $209,000

Others Institutions Holding IBHH

# of Institutions

Shares Held

6.73M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS 2028 TERM HI

Ticker IBHH
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Integrated Wealth Concepts LLC Ishares Tr Ibonds 2028 Term Hi Transaction History