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

Integrated Wealth Concepts LLC

$10.1 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTI

# of Institutions

213

Shares Held

41.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.32M
Shares

$74.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

2.39M
Shares

$53.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.37M
Shares

$53 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$33.7 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.06M
Shares

$23.6 Million
0.04% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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