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

Integrated Wealth Concepts LLC

  • $6.69 Billion
  • Q1 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 246,395 shares of IBMN stock, worth $6.52 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
246,395
Previous 212,795 15.79%
Holding current value
$6.52 Million
Previous $5.65 Million 15.4%
% of portfolio
0.1%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$25.94 - $26.5 $2.85 Million - $2.91 Million
109,999 Added 416.68%
136,398 $3.6 Million
Q3 2022

Nov 14, 2022
BUY
$26.01 - $26.92 $62,892 - $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
159
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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