Integrated Wealth Concepts LLC Ishares Tr Ibonds December 202 Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

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 174,215 shares of IBMP stock, worth $4.41 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

174,215

Previous 111,753 55.89%

Holding current value

$4.41 Million

Previous $2.84 Million 53.97%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.08 - $25.43 $1.57 Million - $1.59 Million	62,462 Added 55.89%	174,215 $4.38 Million
Q3 2024 Nov 14, 2024	BUY	$24.92 - $25.47 $654,648 - $669,096	26,270 Added 30.73%	111,753 $2.84 Million
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

# of Institutions

157

Shares Held

19.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DECEMBER 202

Ticker IBMP
Sector ETFs
Industry ETFs

More about IBMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Ishares Tr Ibonds December 202 Transaction History