Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

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 1,149,158 shares of IBTF stock, worth $26.8 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,149,158

Previous 1,163,718 1.25%

Holding current value

$26.8 Million

Previous $27.2 Million 1.29%

% of portfolio

0.29%

Previous 0.34%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$23.29 - $23.38 $339,102 - $340,412	-14,560 Reduced 1.25%	1,149,158 $26.8 Million
Q1 2025 May 15, 2025	SELL	$23.29 - $23.38 $2.05 Million - $2.06 Million	-88,088 Reduced 7.04%	1,163,718 $27.2 Million
Q4 2024 Feb 14, 2025	BUY	$23.25 - $23.37 $3.45 Million - $3.47 Million	148,315 Added 13.44%	1,251,806 $29.2 Million
Q3 2024 Nov 14, 2024	BUY	$23.13 - $23.43 $3.76 Million - $3.81 Million	162,604 Added 17.28%	1,103,491 $25.8 Million
Q2 2024 Aug 14, 2024	BUY	$23.1 - $23.22 $2.9 Million - $2.92 Million	125,640 Added 15.41%	940,887 $21.8 Million
Q1 2024 May 15, 2024	BUY	$23.16 - $23.36 $5.51 Million - $5.55 Million	237,776 Added 41.18%	815,247 $18.9 Million
Q4 2023 Feb 13, 2024	BUY	$22.97 - $23.28 $3.46 Million - $3.51 Million	150,681 Added 35.31%	577,471 $13.4 Million
Q3 2023 Nov 15, 2023	BUY	$23.01 - $23.2 $1.43 Million - $1.44 Million	61,937 Added 16.98%	426,790 $9.85 Million
Q2 2023 Aug 15, 2023	BUY	$23.13 - $23.6 $946,942 - $966,184	40,940 Added 12.64%	364,853 $8.44 Million
Q1 2023 May 03, 2023	BUY	$22.99 - $23.65 $1.37 Million - $1.41 Million	59,560 Added 22.53%	323,913 $7.62 Million
Q4 2022 Feb 13, 2023	BUY	$23.05 - $23.48 $6.09 Million - $6.21 Million	264,353 New	264,353 $6.15 Million

Others Institutions Holding IBTF

# of Institutions

332

Shares Held

70.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

More about IBTF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History