Integrated Wealth Concepts LLC ISHARES ADVANTAGE Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Number of Shares
23,561
Previous 25,557 7.81%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
N/A
-1,996 Reduced 7.81%
23,561 $0
Q2 2025

Aug 14, 2025
BUY
N/A
15,407 Added 151.79%
25,557 $0
Q1 2025

May 15, 2025
BUY
N/A
10,150 New
10,150 $0
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