Integrated Wealth Concepts LLC Ishares U S ETF Tr Int Rate He Transaction History

Integrated Wealth Concepts LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 15, 2023	BUY	$90.17 - $92.95 $415,142 - $427,941	4,604 Added 67.44%	11,431 $1.06 Million
Q1 2023 May 03, 2023	BUY	$89.76 - $93.28 $612,791 - $636,822	6,827 New	6,827 $626,000
Q3 2019 Nov 15, 2019	SELL	$91.78 - $94.43 $241,106 - $248,067	-2,627 Closed	0 $0
Q2 2019 Aug 15, 2019	SELL	$92.3 - $94.62 $28,243 - $28,953	-306 Reduced 10.43%	2,627 $235,000
Q1 2019 May 15, 2019	SELL	$90.21 - $93.67 $1,804 - $1,873	-20 Reduced 0.68%	2,933 $274,000
Q4 2018 Feb 14, 2019	BUY	$90.67 - $97.25 $267,748 - $287,179	2,953 New	2,953 $268,000

3.45M

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