A detailed history of Integrated Wealth Concepts LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,913 shares of SPG stock, worth $1.92 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,913
Previous 8,043 35.68%
Holding current value
$1.92 Million
Previous $1.22 Million 51.15%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$146.09 - $170.11 $419,278 - $488,215
2,870 Added 35.68%
10,913 $1.84 Million
Q2 2024

Aug 14, 2024

SELL
$140.18 - $153.78 $1,962 - $2,152
-14 Reduced 0.17%
8,043 $1.22 Million
Q1 2024

May 15, 2024

BUY
$136.79 - $156.49 $29,136 - $33,332
213 Added 2.72%
8,057 $1.26 Million
Q4 2023

Feb 13, 2024

SELL
$103.37 - $146.58 $68,120 - $96,596
-659 Reduced 7.75%
7,844 $1.12 Million
Q3 2023

Nov 15, 2023

SELL
$108.03 - $125.44 $37,378 - $43,402
-346 Reduced 3.91%
8,503 $918,000
Q2 2023

Aug 15, 2023

SELL
$101.25 - $115.48 $121,803 - $138,922
-1,203 Reduced 11.97%
8,849 $1.02 Million
Q1 2023

May 03, 2023

BUY
$102.38 - $131.79 $350,446 - $451,117
3,423 Added 51.64%
10,052 $1.13 Million
Q4 2022

Feb 13, 2023

SELL
$90.98 - $120.7 $104,354 - $138,442
-1,147 Reduced 14.75%
6,629 $779,000
Q3 2022

Nov 14, 2022

BUY
$63.72 - $108.64 $64,739 - $110,378
1,016 Added 15.03%
7,776 $698,000
Q2 2022

Aug 08, 2022

BUY
$94.62 - $134.53 $422,667 - $600,945
4,467 Added 194.81%
6,760 $642,000
Q1 2022

May 12, 2022

SELL
$128.19 - $163.16 $433,923 - $552,296
-3,385 Reduced 59.62%
2,293 $302,000
Q4 2021

Feb 15, 2022

BUY
$131.39 - $170.5 $746,032 - $968,099
5,678 New
5,678 $907,000
Q2 2021

Aug 13, 2021

SELL
$113.38 - $135.71 $209,072 - $250,249
-1,844 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$82.81 - $121.01 $152,701 - $223,142
1,844 New
1,844 $210,000

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $57.6B
  • Description
  • Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...
More about SPG
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