Integrated Wealth Concepts LLC Ishares Tr Transaction History

Integrated Wealth Concepts LLC

$6.69 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	N/A	-6,328 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	N/A	345 Added 5.77%	6,328 $772,000
Q2 2020 Jul 30, 2020	BUY	N/A	5,983 New	5,983 $714,000

Others Institutions Holding IYG

# of Institutions

239

Shares Held

12.3M

Call Options Held

10.7K

Put Options Held

9.5K

River Front Investment Group, LLC Richmond, VA

1.41M
Shares

$93.1 Million
2.63% of portfolio
Envestnet Asset Management Inc

1.35M
Shares

$89 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.18M
Shares

$77.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

962K
Shares

$63.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$40.7 Million
0.0% of portfolio

About ISHARES TR

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