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 85,483 shares of IBMP stock, worth $2.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
85,483
Previous 80,419 6.3%
Holding current value
$2.17 Million
Previous $2.02 Million 5.58%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$24.83 - $25.08 $125,739 - $127,005
5,064 Added 6.3%
85,483 $2.14 Million
Q1 2024

May 15, 2024

BUY
$25.17 - $25.41 $674,858 - $681,292
26,812 Added 50.02%
80,419 $2.02 Million
Q4 2023

Feb 13, 2024

BUY
$24.36 - $25.42 $581,327 - $606,622
23,864 Added 80.23%
53,607 $1.36 Million
Q3 2023

Nov 15, 2023

SELL
$24.48 - $25.15 $219,879 - $225,897
-8,982 Reduced 23.19%
29,743 $728,000
Q2 2023

Aug 15, 2023

BUY
$24.82 - $25.61 $961,154 - $991,747
38,725 New
38,725 $970,000

Others Institutions Holding IBMP

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMP
  • Sector ETFs
  • Industry ETFs
More about IBMP
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