Integrated Wealth Concepts LLC iShares Short-Term California Muni Active ETF Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Number of Shares
15,712
Previous 21,441 26.72%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-5,729 Reduced 26.72%
15,712 $0
Q1 2025

May 15, 2025
BUY
N/A
2,599 Added 13.79%
21,441 $0
Q4 2024

Feb 14, 2025
BUY
N/A
13,885 Added 280.11%
18,842 $0
Q3 2024

Nov 14, 2024
BUY
N/A
4,957 New
4,957 $0
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