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

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

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 114,901 shares of IBTI stock, worth $2.52 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

114,901

Previous 73,145 57.09%

Holding current value

$2.52 Million

Previous $1.65 Million 52.86%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

171

Shares Held

29.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

More about IBTI

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 2028 Ter Transaction History