Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 17,199 shares of IBTM stock, worth $382,333. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,199
Previous 17,172 0.16%
Holding current value
$382,333
Previous $385,000 4.68%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$22.2 - $23.71 $599 - $640
27 Added 0.16%
17,199 $403,000
Q2 2024

Aug 14, 2024
SELL
$21.86 - $22.64 $32,156 - $33,303
-1,471 Reduced 7.89%
17,172 $385,000
Q1 2024

May 15, 2024
BUY
$22.42 - $23.2 $2,869 - $2,969
128 Added 0.69%
18,643 $422,000
Q4 2023

Feb 13, 2024
BUY
$21.34 - $23.25 $395,110 - $430,473
18,515 New
18,515 $427,000

Others Institutions Holding IBTM

# of Institutions
67
Shares Held
8.09M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBTM Quotes by TradingView
  • Ticker IBTM
More about IBTM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email