Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,007,320 shares of IBTH stock, worth $22.7 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,007,320
Previous 909,949 10.7%
Holding current value
$22.7 Million
Previous $20.4 Million 11.04%
% of portfolio
0.25%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$22.3 - $22.57 $2.17 Million - $2.2 Million
97,371 Added 10.7%
1,007,320 $22.7 Million
Q1 2025

May 15, 2025
SELL
$22.11 - $22.43 $117,536 - $119,237
-5,316 Reduced 0.58%
909,949 $20.4 Million
Q4 2024

Feb 14, 2025
BUY
$22.1 - $22.59 $2.28 Million - $2.33 Million
103,344 Added 12.73%
915,265 $20.3 Million
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

# of Institutions
275
Shares Held
58.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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