Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 437,722 shares of IBTI stock, worth $9.78 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
437,722
Previous 340,157 28.68%
Holding current value
$9.78 Million
Previous $7.61 Million 28.86%
% of portfolio
0.1%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$22.19 - $22.44 $2.16 Million - $2.19 Million
97,565 Added 28.68%
437,722 $9.8 Million
Q2 2025

Aug 14, 2025
BUY
$22.09 - $22.44 $2.53 Million - $2.57 Million
114,482 Added 50.73%
340,157 $7.61 Million
Q1 2025

May 15, 2025
BUY
$21.77 - $22.25 $2.41 Million - $2.46 Million
110,774 Added 96.41%
225,675 $5.02 Million
Q4 2024

Feb 14, 2025
BUY
$21.81 - $22.48 $910,698 - $938,674
41,756 Added 57.09%
114,901 $2.52 Million
Q3 2024

Nov 14, 2024
BUY
$21.7 - $22.6 $495,953 - $516,523
22,855 Added 45.45%
73,145 $1.65 Million
Q2 2024

Aug 14, 2024
BUY
$21.51 - $21.88 $60,163 - $61,198
2,797 Added 5.89%
50,290 $1.1 Million
Q1 2024

May 15, 2024
BUY
$21.79 - $22.29 $372,739 - $381,292
17,106 Added 56.29%
47,493 $1.04 Million
Q4 2023

Feb 13, 2024
BUY
$21.24 - $22.25 $334,508 - $350,415
15,749 Added 107.59%
30,387 $674,000
Q3 2023

Nov 15, 2023
BUY
$21.45 - $22.14 $49,828 - $51,431
2,323 Added 18.86%
14,638 $315,000
Q2 2023

Aug 15, 2023
BUY
$21.97 - $22.77 $270,560 - $280,412
12,315 New
12,315 $270,000

Others Institutions Holding IBTI

# of Institutions
213
Shares Held
41.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
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