Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 21,561 shares of IBTM stock, worth $487,494. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,561
Previous 21,516 0.21%
Holding current value
$487,494
Previous $477,000 3.35%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$21.92 - $22.89 $986 - $1,030
45 Added 0.21%
21,561 $493,000
Q4 2024

Feb 14, 2025
BUY
$22.12 - $23.49 $95,492 - $101,406
4,317 Added 25.1%
21,516 $477,000
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
77
Shares Held
9.9M
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
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