Integrated Wealth Concepts LLC Ishares Tr Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,245 shares of IHF stock, worth $201,382. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,245

Previous 4,244 0.02%

Holding current value

$201,382

Previous $203,000 10.34%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$47.84 - $53.21 $47 - $53	1 Added 0.02%	4,245 $224,000
Q4 2024 Feb 14, 2025	SELL	$47.41 - $56.83 $30,057 - $36,030	-634 Reduced 13.0%	4,244 $203,000
Q3 2024 Nov 14, 2024	BUY	$51.37 - $58.67 $102 - $117	2 Added 0.04%	4,878 $278,000
Q2 2024 Aug 14, 2024	SELL	$50.52 - $54.21 $159,340 - $170,978	-3,154 Reduced 39.28%	4,876 $255,000
Q1 2024 May 15, 2024	BUY	$53.16 - $270.62 $348,304 - $1.77 Million	6,552 Added 443.3%	8,030 $437,000
Q4 2023 Feb 13, 2024	BUY	$243.41 - $265.01 $122,435 - $133,300	503 Added 51.59%	1,478 $388,000
Q2 2023 Aug 15, 2023	BUY	$242.16 - $263.77 $29,543 - $32,179	122 Added 14.3%	975 $249,000
Q1 2023 May 03, 2023	BUY	$241.82 - $268.07 $206,272 - $228,663	853 New	853 $211,000

Others Institutions Holding IHF

# of Institutions

215

Shares Held

5.39M

Call Options Held

9.6K

Put Options Held

100

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About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Ishares Tr Transaction History