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

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

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 37,678 shares of IBMQ stock, worth $958,528. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,678
Previous 26,533 42.0%
Holding current value
$958,528
Previous $663,000 45.55%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
128
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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