Integrated Wealth Concepts LLC Spdr Bloomberg 1 10 Year Tips Transaction History

Integrated Wealth Concepts LLC

$7.83 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$18.4 - $18.66 $96,415 - $97,778	-5,240 Reduced 34.29%	10,041 $187,000
Q4 2023 Feb 13, 2024	SELL	$17.9 - $18.63 $41,044 - $42,718	-2,293 Reduced 13.05%	15,281 $284,000
Q3 2023 Nov 15, 2023	SELL	$18.05 - $18.49 $63,806 - $65,362	-3,535 Reduced 16.75%	17,574 $317,000
Q2 2023 Aug 15, 2023	BUY	$18.41 - $19.02 $8,707 - $8,996	473 Added 2.29%	21,109 $389,000
Q1 2023 May 03, 2023	BUY	$18.38 - $19.03 $19,078 - $19,753	1,038 Added 5.3%	20,636 $393,000
Q4 2022 Feb 13, 2023	BUY	$18.25 - $18.84 $92,162 - $95,142	5,050 Added 34.71%	19,598 $362,000
Q3 2022 Nov 14, 2022	BUY	$18.21 - $20.08 $82,673 - $91,163	4,540 Added 45.36%	14,548 $265,000
Q2 2022 Aug 08, 2022	SELL	$19.33 - $20.46 $727,909 - $770,462	-37,657 Reduced 79.0%	10,008 $195,000
Q1 2022 May 12, 2022	BUY	$20.45 - $21.3 $131,207 - $136,660	6,416 Added 15.55%	47,665 $986,000
Q4 2021 Feb 15, 2022	BUY	$20.97 - $21.43 $151,172 - $154,488	7,209 Added 21.18%	41,249 $871,000
Q3 2021 Nov 15, 2021	BUY	$21.0 - $21.49 $714,840 - $731,519	34,040 New	34,040 $718,000

Others Institutions Holding TIPX

# of Institutions

128

Shares Held

63.1M

Call Options Held

0

Put Options Held

0

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