Integrated Wealth Concepts LLC Ishares Tr Residential And Mul Transaction History

Integrated Wealth Concepts LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$75.39 - $99.18 $5,578 - $7,339	-74 Reduced 2.73%	2,636 $211,000
Q4 2021 Feb 15, 2022	BUY	$86.13 - $98.23 $10,249 - $11,689	119 Added 4.59%	2,710 $266,000
Q3 2021 Nov 15, 2021	BUY	$83.86 - $92.5 $3,857 - $4,255	46 Added 1.81%	2,591 $222,000
Q2 2021 Aug 13, 2021	BUY	$75.32 - $84.85 $191,689 - $215,943	2,545 New	2,545 $212,000
Q1 2020 May 18, 2020	SELL	$45.74 - $81.9 $154,692 - $276,985	-3,382 Closed	0 $0
Q4 2019 Feb 20, 2020	BUY	$72.82 - $81.61 $23,739 - $26,604	326 Added 10.67%	3,382 $255,000
Q3 2019 Nov 15, 2019	BUY	$77.3 - $79.63 $236,228 - $243,349	3,056 New	3,056 $243,000

167

7.33M

6.7K

10.8K

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.