Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Integrated Wealth Concepts LLC

$6.69 Billion
Q1 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 869,523 shares of IBTE stock, worth $20.9 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

869,523

Previous 756,576 14.93%

Holding current value

$20.9 Million

Previous $18.1 Million 15.32%

% of portfolio

0.31%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$23.85 - $23.95 $2.69 Million - $2.71 Million	112,947 Added 14.93%	869,523 $20.8 Million
Q4 2023 Feb 13, 2024	BUY	$23.75 - $23.91 $2.58 Million - $2.6 Million	108,607 Added 16.76%	756,576 $18.1 Million
Q3 2023 Nov 15, 2023	BUY	$23.72 - $23.85 $3.72 Million - $3.74 Million	156,880 Added 31.95%	647,969 $15.4 Million
Q2 2023 Aug 15, 2023	BUY	$23.77 - $24.01 $1.16 Million - $1.17 Million	48,719 Added 11.01%	491,089 $11.7 Million
Q1 2023 May 03, 2023	BUY	$23.67 - $24.08 $3.5 Million - $3.56 Million	147,952 Added 50.25%	442,370 $10.6 Million

Q4 2022 Feb 13, 2023	BUY	$23.73 - $23.95 $6.99 Million - $7.05 Million	294,418 New	294,418 $7.02 Million

Others Institutions Holding IBTE

# of Institutions

297

Shares Held

92M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History