Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,248,141 shares of IBTG stock, worth $28.6 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,248,141
Previous 1,241,811
0.51%
Holding current value
$28.6 Million
Previous $28.3 Million
1.08%
% of portfolio
0.36%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding IBTG
# of Institutions
279Shares Held
64.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.2 Million0.01% of portfolio