Integrated Wealth Concepts LLC Ishares Inc Msci Global Select Transaction History

Integrated Wealth Concepts LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$36.52 - $43.55 $261,665 - $312,035	-7,165 Reduced 41.81%	9,971 $429,000
Q3 2023 Nov 15, 2023	SELL	$38.64 - $44.07 $469,553 - $535,538	-12,152 Reduced 41.49%	17,136 $681,000
Q2 2023 Aug 15, 2023	BUY	$37.7 - $44.08 $74,382 - $86,969	1,973 Added 7.22%	29,288 $1.18 Million
Q1 2023 May 03, 2023	BUY	$39.51 - $47.65 $721,966 - $870,708	18,273 Added 202.09%	27,315 $1.17 Million
Q4 2022 Feb 13, 2023	BUY	$37.69 - $43.76 $61,924 - $71,897	1,643 Added 22.21%	9,042 $371,000

Q3 2022 Nov 14, 2022	BUY	$32.27 - $39.23 $6,292 - $7,649	195 Added 2.71%	7,399 $252,000
Q2 2022 Aug 08, 2022	BUY	$35.33 - $52.72 $254,517 - $379,794	7,204 New	7,204 $257,000

187

15.2M

44.2K

9.1K

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

Stay updated on Integrated Wealth Concepts LLC with notifications on news.