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 189,569 shares of IBMO stock, worth $4.84 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
189,569
Previous 184,296 2.86%
Holding current value
$4.84 Million
Previous $4.67 Million 2.74%
% of portfolio
0.07%
Previous 0.07%

Shares

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

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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