Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2024 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 2024 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 756,554 shares of IBTE stock, worth $18.1 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
756,554
Previous 884,412 14.46%
Holding current value
$18.1 Million
Previous $21.2 Million 14.39%
% of portfolio
0.23%
Previous 0.3%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$23.88 - $24.01 $3.05 Million - $3.07 Million
-127,858 Reduced 14.46%
756,554 $18.2 Million
Q2 2024

Aug 14, 2024
BUY
$23.85 - $23.98 $355,102 - $357,038
14,889 Added 1.71%
884,412 $21.2 Million
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
295
Shares Held
61.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBTE Quotes by TradingView
  • Ticker IBTE
  • Sector ETFs
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More about IBTE
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