Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

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 37,156 shares of IBTL stock, worth $763,555. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,156
Previous 26,436 40.55%
Holding current value
$763,555
Previous $541,000 41.22%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$20.18 - $20.7 $216,329 - $221,904
10,720 Added 40.55%
37,156 $764,000
Q2 2025

Aug 14, 2025
BUY
$20.04 - $20.55 $1,322 - $1,356
66 Added 0.25%
26,436 $541,000
Q1 2025

May 15, 2025
BUY
$19.55 - $20.33 $16,070 - $16,711
822 Added 3.22%
26,370 $536,000
Q4 2024

Feb 14, 2025
BUY
$19.7 - $20.82 $95,663 - $101,101
4,856 Added 23.47%
25,548 $505,000
Q3 2024

Nov 14, 2024
BUY
$19.77 - $20.99 $197 - $209
10 Added 0.05%
20,692 $430,000
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

# of Institutions
114
Shares Held
16.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBTL Quotes by TradingView
  • Ticker IBTL
  • Sector ETFs
  • Industry ETFs
More about IBTL
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