Integrated Wealth Concepts LLC ISHARES FLEXIBLE Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
1,197,987
Previous 1,320,013 9.24%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-122,026 Reduced 9.24%
1,197,987 $0
Q2 2025

Aug 14, 2025
BUY
N/A
122,496 Added 10.23%
1,320,013 $0
Q1 2025

May 15, 2025
BUY
N/A
655,433 Added 120.91%
1,197,517 $0
Q4 2024

Feb 14, 2025
BUY
N/A
352,218 Added 185.51%
542,084 $0
Q3 2024

Nov 14, 2024
BUY
N/A
54 Added 0.03%
189,866 $0
Q2 2024

Aug 14, 2024
BUY
N/A
14,445 Added 8.24%
189,812 $0
Q1 2024

May 15, 2024
BUY
N/A
169,267 Added 2774.87%
175,367 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-8,448 Reduced 58.07%
6,100 $0
Q3 2023

Nov 15, 2023
SELL
N/A
-1,695 Reduced 10.44%
14,548 $0
Q2 2023

Aug 15, 2023
BUY
N/A
16,243 New
16,243 $0
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