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 40,312 shares of IBHH stock, worth $941,285. This represents 0.01% of its overall portfolio holdings.

Number of Shares
40,312
Previous 39,421 2.26%
Holding current value
$941,285
Previous $911,000 5.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About ISHARES TR IBONDS 2028 TERM HI


  • Ticker IBHH
  • Sector ETFs
  • Industry ETFs
More about IBHH
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.