Integrated Wealth Concepts LLC Ishares Tr Ibonds December 202 Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 325,296 shares of IBMO stock, worth $8.32 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
325,296
Previous 304,752 6.74%
Holding current value
$8.32 Million
Previous $7.76 Million 7.17%
% of portfolio
0.1%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$25.45 - $25.6 $522,844 - $525,926
20,544 Added 6.74%
325,296 $8.31 Million
Q4 2024

Feb 14, 2025
BUY
$25.4 - $25.62 $2.02 Million - $2.04 Million
79,434 Added 35.25%
304,752 $7.76 Million
Q3 2024

Nov 14, 2024
BUY
$25.26 - $25.66 $903,019 - $917,319
35,749 Added 18.86%
225,318 $5.78 Million
Q2 2024

Aug 14, 2024
BUY
$25.16 - $25.33 $132,668 - $133,565
5,273 Added 2.86%
189,569 $4.8 Million
Q1 2024

May 15, 2024
BUY
$25.35 - $25.52 $1.09 Million - $1.1 Million
43,193 Added 30.61%
184,296 $4.67 Million
Q4 2023

Feb 13, 2024
BUY
$24.71 - $25.52 $947,727 - $978,794
38,354 Added 37.33%
141,103 $3.6 Million
Q3 2023

Nov 15, 2023
SELL
$24.76 - $25.26 $217,269 - $221,656
-8,775 Reduced 7.87%
102,749 $2.55 Million
Q2 2023

Aug 15, 2023
BUY
$24.96 - $25.63 $647,112 - $664,483
25,926 Added 30.29%
111,524 $2.81 Million
Q1 2023

May 03, 2023
BUY
$24.99 - $25.64 $890,918 - $914,091
35,651 Added 71.38%
85,598 $2.19 Million
Q4 2022

Feb 13, 2023
BUY
$24.52 - $25.33 $1.22 Million - $1.27 Million
49,947 New
49,947 $1.26 Million

Others Institutions Holding IBMO

# of Institutions
192
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
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