Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 69,008 shares of IBTJ stock, worth $1.51 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

69,008

Previous 48,000 43.77%

Holding current value

$1.51 Million

Previous $1.02 Million 46.82%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.16 - $21.77 $444,529 - $457,344	21,008 Added 43.77%	69,008 $1.5 Million
Q4 2024 Feb 14, 2025	BUY	$21.25 - $22.07 $308,188 - $320,081	14,503 Added 43.3%	48,000 $1.02 Million
Q3 2024 Nov 14, 2024	BUY	$21.22 - $22.22 $395,625 - $414,269	18,644 Added 125.52%	33,497 $740,000
Q2 2024 Aug 14, 2024	BUY	$21.0 - $21.44 $609 - $621	29 Added 0.2%	14,853 $317,000
Q1 2024 May 15, 2024	BUY	$21.33 - $21.86 $20,839 - $21,357	977 Added 7.06%	14,824 $318,000
Q4 2023 Feb 13, 2024	BUY	$20.61 - $21.84 $60,655 - $64,275	2,943 Added 26.99%	13,847 $301,000
Q2 2023 Aug 15, 2023	BUY	$21.6 - $22.42 $235,526 - $244,467	10,904 New	10,904 $235,000

Others Institutions Holding IBTJ

# of Institutions

167

Shares Held

24.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History