Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Integrated Wealth Concepts LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 15, 2023	SELL	$24.7 - $24.83 $5.51 Million - $5.54 Million	-223,272 Reduced 20.3%	876,539 $21.8 Million
Q2 2023 Aug 15, 2023	BUY	$24.71 - $24.81 $530,276 - $532,422	21,460 Added 1.99%	1,099,811 $27.3 Million
Q1 2023 May 03, 2023	BUY	$24.67 - $24.81 $17.1 Million - $17.2 Million	693,045 Added 179.87%	1,078,351 $26.8 Million
Q4 2022 Feb 13, 2023	BUY	$24.66 - $24.75 $9.3 Million - $9.34 Million	377,222 Added 4666.28%	385,306 $9.52 Million
Q3 2022 Nov 14, 2022	BUY	$24.75 - $24.95 $200,079 - $201,695	8,084 New	8,084 $200,000

477K

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