A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 811,921 shares of IBTH stock, worth $18 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
811,921
Previous 508,556 59.65%
Holding current value
$18 Million
Previous $11.2 Million 63.71%
% of portfolio
0.23%
Previous 0.16%

Shares

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

Nov 14, 2024

BUY
$21.96 - $22.69 $6.66 Million - $6.88 Million
303,365 Added 59.65%
811,921 $18.4 Million
Q2 2024

Aug 14, 2024

BUY
$21.83 - $22.09 $2.37 Million - $2.4 Million
108,737 Added 27.2%
508,556 $11.2 Million
Q1 2024

May 15, 2024

BUY
$22.05 - $22.46 $4.45 Million - $4.53 Million
201,819 Added 101.93%
399,819 $8.86 Million
Q4 2023

Feb 13, 2024

BUY
$21.61 - $22.41 $3.19 Million - $3.31 Million
147,651 Added 293.26%
198,000 $4.43 Million
Q3 2023

Nov 15, 2023

BUY
$21.77 - $22.29 $55,121 - $56,438
2,532 Added 5.3%
50,349 $1.1 Million
Q2 2023

Aug 15, 2023

BUY
$22.15 - $22.9 $473,035 - $489,052
21,356 Added 80.71%
47,817 $1.06 Million
Q1 2023

May 03, 2023

BUY
$21.92 - $22.83 $148,551 - $154,718
6,777 Added 34.43%
26,461 $600,000
Q4 2022

Feb 13, 2023

BUY
$21.81 - $22.62 $429,308 - $445,252
19,684 New
19,684 $438,000

Others Institutions Holding IBTH

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
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