A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 36,461 shares of IBHI stock, worth $864,125. This represents 0.01% of its overall portfolio holdings.

Number of Shares
36,461
Previous 32,085 13.64%
Holding current value
$864,125
Previous $742,000 17.52%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$22.97 - $23.99 $100,516 - $104,980
4,376 Added 13.64%
36,461 $872,000
Q2 2024

Aug 14, 2024

BUY
$22.65 - $23.22 $351,686 - $360,536
15,527 Added 93.77%
32,085 $742,000
Q1 2024

May 15, 2024

BUY
$22.87 - $23.37 $378,681 - $386,960
16,558 New
16,558 $386,000

Others Institutions Holding IBHI

About ISHARES TR IBONDS 2029 TERM HI


  • Ticker IBHI
  • Sector ETFs
  • Industry ETFs
More about IBHI
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