Integrated Wealth Concepts LLC Ishares Tr Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 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 3,245 shares of IYF stock, worth $402,574. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,245
Previous 4,282 24.22%
Holding current value
$402,574
Previous $483,000 18.84%
% of portfolio
0.0%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$99.23 - $120.99 $102,901 - $125,466
-1,037 Reduced 24.22%
3,245 $392,000
Q1 2025

May 15, 2025
BUY
$107.69 - $119.37 $144,627 - $160,313
1,343 Added 45.7%
4,282 $483,000
Q4 2024

Feb 14, 2025
BUY
$102.7 - $119.05 $2,362 - $2,738
23 Added 0.79%
2,939 $324,000
Q3 2024

Nov 14, 2024
SELL
$93.83 - $105.05 $21,205 - $23,741
-226 Reduced 7.19%
2,916 $302,000
Q2 2024

Aug 14, 2024
BUY
$89.39 - $96.85 $19,487 - $21,113
218 Added 7.46%
3,142 $297,000
Q1 2024

May 15, 2024
SELL
$83.91 - $95.65 $23,159 - $26,399
-276 Reduced 8.63%
2,924 $279,000
Q4 2023

Feb 13, 2024
SELL
$70.7 - $85.68 $3,535 - $4,284
-50 Reduced 1.54%
3,200 $273,000
Q3 2023

Nov 15, 2023
SELL
$73.99 - $79.98 $28,486 - $30,792
-385 Reduced 10.59%
3,250 $242,000
Q2 2023

Aug 15, 2023
SELL
$68.91 - $74.74 $4,410 - $4,783
-64 Reduced 1.73%
3,635 $271,000
Q1 2023

May 03, 2023
SELL
$68.23 - $82.05 $59,428 - $71,465
-871 Reduced 19.06%
3,699 $263,000
Q4 2022

Feb 13, 2023
SELL
$67.64 - $80.38 $60,605 - $72,020
-896 Reduced 16.39%
4,570 $345,000
Q3 2022

Nov 14, 2022
SELL
$67.55 - $79.83 $204,744 - $241,964
-3,031 Reduced 35.67%
5,466 $369,000
Q2 2022

Aug 08, 2022
SELL
$67.96 - $84.37 $358,353 - $444,883
-5,273 Reduced 38.29%
8,497 $595,000
Q1 2022

May 12, 2022
BUY
$78.62 - $91.32 $434,454 - $504,634
5,526 Added 67.03%
13,770 $1.16 Million
Q4 2021

Feb 15, 2022
BUY
$83.02 - $90.24 $456,028 - $495,688
5,493 Added 199.67%
8,244 $715,000
Q3 2021

Nov 15, 2021
BUY
$79.17 - $85.45 $17,813 - $19,226
225 Added 8.91%
2,751 $227,000
Q2 2021

Aug 13, 2021
BUY
$75.91 - $83.61 $191,748 - $211,198
2,526 New
2,526 $205,000

Others Institutions Holding IYF

# of Institutions
516
Shares Held
20.5M
Call Options Held
27.5K
Put Options Held
48.6K
View Full List

About ISHARES TR

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