Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 115,028 shares of IBMQ stock, worth $2.94 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

115,028

Previous 111,429 3.23%

Holding current value

$2.94 Million

Previous $2.82 Million 3.69%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.88 - $25.41 $89,543 - $91,450	3,599 Added 3.23%	115,028 $2.92 Million
Q1 2025 May 15, 2025	BUY	$25.08 - $25.39 $1.2 Million - $1.21 Million	47,836 Added 75.22%	111,429 $2.82 Million
Q4 2024 Feb 14, 2025	BUY	$25.06 - $25.59 $649,429 - $663,164	25,915 Added 68.78%	63,593 $1.6 Million
Q3 2024 Nov 14, 2024	BUY	$24.91 - $25.63 $277,621 - $285,646	11,145 Added 42.0%	37,678 $965,000
Q2 2024 Aug 14, 2024	BUY	$24.81 - $25.19 $942 - $957	38 Added 0.14%	26,533 $663,000
Q1 2024 May 15, 2024	BUY	$25.27 - $25.61 $435,831 - $441,695	17,247 Added 186.49%	26,495 $669,000
Q4 2023 Feb 13, 2024	BUY	$24.26 - $25.61 $224,356 - $236,841	9,248 New	9,248 $236,000

Others Institutions Holding IBMQ

# of Institutions

169

Shares Held

17M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History