Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 264,913 shares of IBMN stock, worth $7.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

264,913

Previous 246,246 7.58%

Holding current value

$7.05 Million

Previous $6.52 Million 8.26%

% of portfolio

0.09%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$26.42 - $26.67 $493,182 - $497,848	18,667 Added 7.58%	264,913 $7.06 Million
Q2 2024 Aug 14, 2024	SELL	$26.34 - $26.49 $3,924 - $3,947	-149 Reduced 0.06%	246,246 $6.52 Million
Q1 2024 May 15, 2024	BUY	$26.4 - $26.55 $887,040 - $892,080	33,600 Added 15.79%	246,395 $6.52 Million
Q4 2023 Feb 13, 2024	BUY	$26.02 - $26.55 $554,434 - $565,727	21,308 Added 11.13%	212,795 $5.65 Million
Q3 2023 Nov 15, 2023	SELL	$26.08 - $26.38 $165,373 - $167,275	-6,341 Reduced 3.21%	191,487 $4.99 Million
Q2 2023 Aug 15, 2023	BUY	$26.14 - $26.64 $717,307 - $731,028	27,441 Added 16.11%	197,828 $5.21 Million
Q1 2023 May 03, 2023	BUY	$26.16 - $26.7 $889,152 - $907,506	33,989 Added 24.92%	170,387 $4.53 Million
Q4 2022 Feb 13, 2023	BUY	$25.83 - $26.5 $2.84 Million - $2.91 Million	109,999 Added 416.68%	136,398 $3.6 Million
Q3 2022 Nov 14, 2022	BUY	$25.89 - $26.92 $62,602 - $65,092	2,418 Added 10.08%	26,399 $684,000
Q2 2022 Aug 08, 2022	SELL	$26.16 - $26.71 $94,149 - $96,129	-3,599 Reduced 13.05%	23,981 $639,000
Q1 2022 May 12, 2022	SELL	$26.58 - $27.86 $68,470 - $71,767	-2,576 Reduced 8.54%	27,580 $735,000
Q4 2021 Feb 15, 2022	BUY	$27.84 - $27.95 $199,223 - $200,010	7,156 Added 31.11%	30,156 $840,000
Q3 2021 Nov 15, 2021	SELL	$27.95 - $28.15 $7,015 - $7,065	-251 Reduced 1.08%	23,000 $643,000
Q2 2021 Aug 13, 2021	BUY	$27.92 - $28.12 $17,701 - $17,828	634 Added 2.8%	23,251 $651,000
Q1 2021 May 13, 2021	BUY	$27.83 - $28.23 $629,431 - $638,477	22,617 New	22,617 $632,000

Others Institutions Holding IBMN

# of Institutions

166

Shares Held

17.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History