Integrated Wealth Concepts LLC Ishares Tr Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 15,093 shares of IHE stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,093
Previous 15,103 0.07%
Holding current value
$1.01 Million
Previous $1 Million 6.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$65.61 - $72.86 $656 - $728
-10 Reduced 0.07%
15,093 $1.07 Million
Q2 2024

Aug 14, 2024
BUY
$62.73 - $67.4 $80,921 - $86,946
1,290 Added 9.34%
15,103 $1 Million
Q1 2024

May 15, 2024
BUY
$66.67 - $208.65 $612,697 - $1.92 Million
9,190 Added 198.79%
13,813 $937,000
Q4 2023

Feb 13, 2024
BUY
$166.63 - $185.76 $14,996 - $16,718
90 Added 1.99%
4,623 $857,000
Q3 2023

Nov 15, 2023
SELL
$173.7 - $191.47 $9,379 - $10,339
-54 Reduced 1.18%
4,533 $802,000
Q2 2023

Aug 15, 2023
SELL
$170.31 - $183.88 $90,093 - $97,272
-529 Reduced 10.34%
4,587 $821,000
Q1 2023

May 03, 2023
SELL
$169.94 - $188.72 $3,398 - $3,774
-20 Reduced 0.39%
5,116 $897,000
Q4 2022

Feb 13, 2023
BUY
$55.99 - $189.96 $12,597 - $42,741
225 Added 4.58%
5,136 $956,000
Q3 2022

Nov 14, 2022
BUY
$56.37 - $195.56 $8,173 - $28,356
145 Added 3.04%
4,911 $833,000
Q2 2022

Aug 08, 2022
SELL
$178.46 - $201.82 $39,261 - $44,400
-220 Reduced 4.41%
4,766 $913,000
Q1 2022

May 12, 2022
BUY
$180.82 - $198.07 $26,942 - $29,512
149 Added 3.08%
4,986 $968,000
Q4 2021

Feb 15, 2022
BUY
$182.18 - $200.3 $36,618 - $40,260
201 Added 4.34%
4,837 $966,000
Q3 2021

Nov 15, 2021
BUY
$183.15 - $198.47 $849,083 - $920,106
4,636 New
4,636 $849,000

Others Institutions Holding IHE

# of Institutions
150
Shares Held
5.35M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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