Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2030 Ter 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 2030 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 62,846 shares of IBTK stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

62,846

Previous 38,473 63.35%

Holding current value

$1.23 Million

Previous $738,000 67.34%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$19.0 - $19.66 $463,087 - $479,173	24,373 Added 63.35%	62,846 $1.24 Million
Q4 2024 Feb 14, 2025	BUY	$19.11 - $20.04 $228,154 - $239,257	11,939 Added 45.0%	38,473 $738,000
Q3 2024 Nov 14, 2024	BUY	$19.11 - $20.18 $34,627 - $36,566	1,812 Added 7.33%	26,534 $532,000
Q2 2024 Aug 14, 2024	BUY	$18.86 - $19.38 $622 - $639	33 Added 0.13%	24,722 $476,000
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

# of Institutions

131

Shares Held

17.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2030 TER

Ticker IBTK
Sector Technology

More about IBTK

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Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History