A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,682 shares of IBTL stock, worth $427,910. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,682
Previous 20,682 -0.0%
Holding current value
$427,910
Previous $416,000 0.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024

BUY
$19.94 - $20.63 $1,475 - $1,526
74 Added 0.36%
20,682 $416,000
Q4 2023

Feb 13, 2024

BUY
$19.04 - $20.66 $392,376 - $425,761
20,608 New
20,608 $423,000

Others Institutions Holding IBTL

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

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.