Integrated Wealth Concepts LLC Purchases in Q1 2025

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
238K
+ 16.94%
$56.44 - $64.13 $13.4M - $15.3M
1.65M $101M
OEF
Ishares S&P 100 ETF

ETFs
70.7K
+ 103.01%
N/A
139K $37M
IAU
Ishares Gold Trust

ETFs
234K
+ 258.29%
$49.74 - $58.96 $11.6M - $13.8M
325K $19.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
155K
+ 143.43%
$91.45 - $91.75 $14.2M - $14.3M
264K $24.2M
OSCV
Opus Small Cap Value ETF

ETFs
429K
+ 43.34%
$34.16 - $38.45 $14.7M - $16.5M
1.42M $49.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
124K
+ 1406.39%
$80.21 - $86.14 $9.94M - $10.7M
133K $11M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
186K
+ 40.51%
$54.25 - $57.64 $10.1M - $10.7M
645K $35.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.92K
+ 7.38%
$442.66 - $534.52 $2.62M - $3.17M
86.2K $45.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
108K
+ 12.73%
$71.17 - $73.66 $7.69M - $7.96M
957K $70.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
182K
+ 31.74%
$49.78 - $53.19 $9.04M - $9.66M
754K $38.5M
VV
Vanguard Large Cap ETF

ETFs
35.7K
+ 112.93%
$253.32 - $282.66 $9.03M - $10.1M
67.2K $17.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
156K
+ 139.25%
$50.48 - $51.04 $7.85M - $7.94M
267K $13.6M
LGOV
First Tr ETF Iv Long Duration

ETFs
365K
New
$20.41 - $21.7 $7.44M - $7.92M
365K $7.84M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
161K
+ 17.03%
$49.25 - $50.66 $7.93M - $8.16M
1.11M $54.9M
IVE
Ishares S&P 500 Value ETF

ETFs
34.9K
+ 34.22%
$185.78 - $198.58 $6.49M - $6.94M
137K $26.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
82.6K
+ 335.0%
$68.32 - $75.06 $5.64M - $6.2M
107K $8.02M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
134K
New
$43.76 - $45.31 $5.87M - $6.08M
134K $6.04M
BRK-A
Berkshire Hathaway Inc

Financial Services
7
+ 700.0%
$663000.0 - $801950.0 $4.64M - $5.61M
8 $6.39M
IETC
Ishares U S ETF Tr

ETFs
75.4K
New
$74.94 - $89.98 $5.65M - $6.78M
75.4K $5.65M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
63.9K
+ 37.84%
$81.83 - $82.73 $5.23M - $5.29M
233K $19.3M
IGLB
Ishares 10+ Year Investment Gr

ETFs
103K
+ 95.19%
$48.32 - $51.22 $4.95M - $5.25M
210K $10.6M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
158K
+ 7.84%
$105.24 - $117.4 $16.6M - $18.5M
2.17M $231M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
42.2K
+ 14.3%
$100.59 - $103.47 $4.25M - $4.37M
337K $34.9M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
221K
+ 312.59%
$23.13 - $23.41 $5.12M - $5.18M
292K $6.78M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47.4K
+ 29.49%
$95.85 - $99.25 $4.54M - $4.7M
208K $20.6M
YLD
Principal Exchange Traded Fds

ETFs
262K
New
$19.03 - $19.51 $4.99M - $5.12M
262K $5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
103K
+ 28.64%
$44.41 - $45.98 $4.58M - $4.74M
463K $21.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
206K
+ 4.84%
$27.06 - $28.25 $5.57M - $5.81M
4.46M $122M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
61.5K
+ 621.54%
$77.7 - $78.94 $4.78M - $4.85M
71.4K $5.63M
HEFA
Ishares Currency Hedged Msci E

ETFs
122K
+ 112.67%
$34.83 - $37.52 $4.26M - $4.59M
231K $8.38M
XPND
First Tr Exchange Traded Fd Vi
152K
New
$28.13 - $32.75 $4.26M - $4.96M
152K $4.28M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
79.4K
+ 39.36%
$50.87 - $51.09 $4.04M - $4.06M
281K $14.4M
TFLO
Ishares Treasury Floating Rate

ETFs
79K
+ 228.11%
$50.48 - $50.68 $3.99M - $4M
114K $5.75M
FNV
Franco Nevada Corp

Basic Materials
25.4K
New
$120.72 - $157.56 $3.06M - $3.99M
25.4K $3.99M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
88.6K
+ 63.89%
$42.38 - $43.28 $3.75M - $3.83M
227K $9.66M
CGDV
Capital Group Divid Value ETF

ETFs
93.5K
+ 9.72%
$34.95 - $37.36 $3.27M - $3.49M
1.06M $37.6M
XOM
Exxon Mobil Corp

Energy
7.33K
+ 2.96%
$105.44 - $118.93 $772K - $871K
255K $30.3M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
81.4K
New
$44.65 - $46.38 $3.64M - $3.78M
81.4K $3.64M
CHRD
Oasis Petroleum Inc.

Energy
32.1K
New
$101.34 - $127.78 $3.25M - $4.1M
32.1K $3.62M
V
Visa Inc.

Financial Services
1.93K
+ 2.28%
$306.92 - $362.71 $591K - $699K
86.5K $30.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
36.2K
+ 78.08%
$99.5 - $110.97 $3.6M - $4.01M
82.5K $8.32M
IGF
Ishares Global Infrastructure

ETFs
60K
New
$51.96 - $54.84 $3.12M - $3.29M
60K $3.28M
META
Meta Platforms, Inc.

Communication Services
7.12K
+ 11.66%
$576.36 - $736.67 $4.1M - $5.24M
68.1K $39.3M
LLY
Eli Lilly & CO

Healthcare
1.89K
+ 6.42%
$725.72 - $929.72 $1.37M - $1.76M
31.3K $25.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
59.6K
+ 12.2%
$50.39 - $50.66 $3M - $3.02M
548K $27.7M
IXUS
Ishares Tr

ETFs
33.9K
+ 17.32%
$65.06 - $72.31 $2.2M - $2.45M
229K $16M
DOX
Amdocs LTD

Technology
32.4K
+ 186.03%
$82.21 - $92.02 $2.66M - $2.98M
49.7K $4.55M
TRMB
Trimble Inc.

Technology
46.9K
+ 1518.56%
$65.52 - $77.49 $3.07M - $3.63M
50K $3.28M
CVX
Chevron Corp

Energy
2.23K
+ 1.91%
$146.71 - $167.97 $328K - $375K
119K $20M
Activity Summary
Buys All Purchases 953 New Holdings 139 Increased Positions 814 Sells All Sells 724 Reductions 724 Sold out 0 Options Calls 0 Puts 0
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