Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,251,806 shares of IBTF stock, worth $29.3 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,251,806
Previous 1,103,491
13.44%
Holding current value
$29.3 Million
Previous $25.8 Million
12.96%
% of portfolio
0.36%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding IBTF
# of Institutions
314Shares Held
88.1MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH8.46MShares$198 Million1.32% of portfolio
-
Hm Payson & CO Portland, ME4.14MShares$96.7 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC3.71MShares$86.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.69MShares$86.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.78MShares$64.9 Million0.01% of portfolio