Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,344,636 shares of IBTG stock, worth $30.8 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

1,344,636

Previous 1,248,141 7.73%

Holding current value

$30.8 Million

Previous $28.6 Million 7.68%

% of portfolio

0.33%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$22.81 - $22.97 $2.2 Million - $2.22 Million	96,495 Added 7.73%	1,344,636 $30.8 Million
Q1 2025 May 15, 2025	BUY	$22.77 - $22.94 $144,134 - $145,210	6,330 Added 0.51%	1,248,141 $28.6 Million
Q4 2024 Feb 14, 2025	BUY	$22.72 - $23.0 $7.55 Million - $7.65 Million	332,507 Added 36.57%	1,241,811 $28.3 Million
Q3 2024 Nov 14, 2024	BUY	$22.55 - $23.1 $6.58 Million - $6.74 Million	291,954 Added 47.29%	909,304 $21 Million
Q2 2024 Aug 14, 2024	BUY	$22.46 - $22.66 $2.7 Million - $2.73 Million	120,379 Added 24.22%	617,350 $14 Million
Q1 2024 May 15, 2024	BUY	$22.62 - $22.94 $4.33 Million - $4.39 Million	191,238 Added 62.55%	496,971 $11.3 Million
Q4 2023 Feb 13, 2024	BUY	$22.32 - $22.86 $4.14 Million - $4.24 Million	185,325 Added 153.91%	305,733 $6.99 Million
Q3 2023 Nov 15, 2023	BUY	$22.4 - $22.75 $287,168 - $291,655	12,820 Added 11.92%	120,408 $2.71 Million
Q2 2023 Aug 15, 2023	BUY	$22.63 - $23.26 $562,604 - $578,266	24,861 Added 30.05%	107,588 $2.44 Million
Q1 2023 May 03, 2023	BUY	$22.41 - $23.23 $787,016 - $815,814	35,119 Added 73.77%	82,727 $1.91 Million
Q4 2022 Feb 13, 2023	BUY	$22.35 - $22.99 $1.06 Million - $1.09 Million	47,608 New	47,608 $1.08 Million

Others Institutions Holding IBTG

# of Institutions

312

Shares Held

76.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

More about IBTG

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 2026 Ter Transaction History