Integrated Wealth Concepts LLC Ishares Tr Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 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 1,047,871 shares of INTF stock, worth $33.1 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
1,047,871
Previous 2,001,916
47.66%
Holding current value
$33.1 Million
Previous $59.7 Million
48.73%
% of portfolio
0.44%
Previous 0.89%
Shares
23 transactions
Others Institutions Holding INTF
# of Institutions
136Shares Held
37.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.77MShares$245 Million14.4% of portfolio
-
Halbert Hargrove Global Advisors, LLC2.73MShares$86.1 Million4.63% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.44MShares$77.1 Million14.08% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$76.9 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.76MShares$55.5 Million5.74% of portfolio