Integrated Wealth Concepts LLC Toronto Dominion Bank Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Toronto Dominion Bank stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,020 shares of TD stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,020

Previous 20,600 2.82%

Holding current value

$1.38 Million

Previous $1.1 Million 9.4%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$53.12 - $61.15 $30,809 - $35,467	-580 Reduced 2.82%	20,020 $1.2 Million
Q4 2024 Feb 14, 2025	SELL	$51.56 - $63.8 $96,468 - $119,369	-1,871 Reduced 8.33%	20,600 $1.1 Million
Q3 2024 Nov 14, 2024	SELL	$54.54 - $64.56 $59,448 - $70,370	-1,090 Reduced 4.63%	22,471 $1.42 Million
Q2 2024 Aug 14, 2024	BUY	$53.85 - $60.24 $32,956 - $36,866	612 Added 2.67%	23,561 $1.29 Million
Q1 2024 May 15, 2024	BUY	$57.91 - $65.05 $11,871 - $13,335	205 Added 0.9%	22,949 $1.39 Million
Q4 2023 Feb 13, 2024	BUY	$54.9 - $64.8 $49,300 - $58,190	898 Added 4.11%	22,744 $1.47 Million
Q3 2023 Nov 15, 2023	BUY	$59.03 - $65.94 $39,313 - $43,916	666 Added 3.14%	21,846 $1.32 Million
Q2 2023 Aug 15, 2023	SELL	$56.6 - $62.25 $19,753 - $21,725	-349 Reduced 1.62%	21,180 $1.31 Million
Q1 2023 May 03, 2023	SELL	$56.36 - $70.13 $428,955 - $533,759	-7,611 Reduced 26.12%	21,529 $1.29 Million
Q4 2022 Feb 13, 2023	BUY	$58.59 - $68.58 $75,053 - $87,850	1,281 Added 4.6%	29,140 $1.89 Million
Q3 2022 Nov 14, 2022	BUY	$59.68 - $68.93 $69,706 - $80,510	1,168 Added 4.38%	27,859 $1.71 Million
Q2 2022 Aug 08, 2022	BUY	$64.69 - $80.48 $3,493 - $4,345	54 Added 0.2%	26,691 $1.75 Million
Q1 2022 May 12, 2022	BUY	$74.69 - $85.0 $142,956 - $162,690	1,914 Added 7.74%	26,637 $2.12 Million
Q4 2021 Feb 15, 2022	BUY	$67.6 - $76.68 $380,317 - $431,401	5,626 Added 29.46%	24,723 $1.9 Million
Q3 2021 Nov 15, 2021	BUY	$63.87 - $70.76 $907,592 - $1.01 Million	14,210 Added 290.77%	19,097 $1.26 Million
Q2 2021 Aug 13, 2021	SELL	$64.96 - $73.33 $23,320 - $26,325	-359 Reduced 6.84%	4,887 $342,000
Q1 2021 May 13, 2021	SELL	$56.26 - $66.31 $1.08 Million - $1.28 Million	-19,257 Reduced 78.59%	5,246 $342,000
Q4 2020 Feb 12, 2021	BUY	$43.43 - $56.83 $54,591 - $71,435	1,257 Added 5.41%	24,503 $1.38 Million
Q3 2020 Nov 13, 2020	SELL	$43.23 - $50.56 $432 - $505	-10 Reduced 0.04%	23,246 $1.08 Million
Q2 2020 Jul 30, 2020	BUY	$38.47 - $49.17 $68,014 - $86,932	1,768 Added 8.23%	23,256 $1.04 Million
Q1 2020 May 18, 2020	BUY	$33.83 - $57.31 $135,083 - $228,838	3,993 Added 22.82%	21,488 $911,000
Q4 2019 Feb 20, 2020	BUY	$54.66 - $58.28 $545,342 - $581,459	9,977 Added 132.71%	17,495 $982,000
Q3 2019 Nov 15, 2019	BUY	$53.67 - $59.41 $137,341 - $152,030	2,559 Added 51.6%	7,518 $438,000
Q2 2019 Aug 15, 2019	BUY	$54.65 - $58.36 $271,009 - $289,407	4,959 New	4,959 $291,000

Others Institutions Holding TD

# of Institutions

753

Shares Held

888M

Call Options Held

14.6M

Put Options Held

14.4M

View Full List

About TORONTO DOMINION BANK

Ticker TD
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,813,100,032
Market Cap $125B
Description
The Toronto-Dominion Bank, together with its subsidiaries, provides various financial products and services in Canada, the United States, and internationally. It operates through three segments: Canadian Retail, U.S. Retail, and Wholesale Banking. The company offers personal deposits, such as chequing, savings, and investment products; financing...

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Integrated Wealth Concepts LLC Toronto Dominion Bank Transaction History