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

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 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 111,429 shares of IBMQ stock, worth $2.82 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
111,429
Previous 63,593 75.22%
Holding current value
$2.82 Million
Previous $1.6 Million 76.01%
% of portfolio
0.04%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
151
Shares Held
16M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
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