A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 24,689 shares of IBTK stock, worth $475,263. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,689
Previous 24,567 0.5%
Holding current value
$475,263
Previous $484,000 1.03%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$19.22 - $19.78 $2,344 - $2,413
122 Added 0.5%
24,689 $479,000
Q4 2023

Feb 13, 2024

BUY
$18.46 - $19.79 $201,804 - $216,344
10,932 Added 80.18%
24,567 $484,000
Q2 2023

Aug 15, 2023

BUY
$19.6 - $20.42 $267,246 - $278,426
13,635 New
13,635 $267,000

Others Institutions Holding IBTK

About ISHARES TR IBONDS DEC 2030 TER


  • Ticker IBTK
  • Sector Technology
More about IBTK
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