Integrated Wealth Concepts LLC EATON VANCE Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 13, 2021
SELL
N/A
-1,933,030 Closed
0 $0
Q1 2021

May 13, 2021
BUY
N/A
88,623 Added 4.8%
1,933,030 $19 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-282,661 Reduced 13.29%
1,844,407 $17.9 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-181,578 Reduced 7.87%
2,127,068 $20.1 Million
Q2 2020

Jul 30, 2020
BUY
N/A
126,971 Added 5.82%
2,308,646 $21.9 Million
Q1 2020

May 18, 2020
BUY
N/A
264,036 Added 13.77%
2,181,675 $19.2 Million
Q4 2019

Feb 20, 2020
BUY
N/A
391,078 Added 25.62%
1,917,639 $19.3 Million
Q3 2019

Nov 15, 2019
BUY
N/A
937,538 Added 159.17%
1,526,561 $15.2 Million
Q2 2019

Aug 15, 2019
BUY
N/A
483,552 Added 458.47%
589,023 $5.57 Million
Q1 2019

May 15, 2019
BUY
N/A
37,033 Added 54.11%
105,471 $1.03 Million
Q4 2018

Feb 14, 2019
BUY
N/A
33,764 Added 97.38%
68,438 $610,000
Q3 2018

Nov 13, 2018
BUY
N/A
18,783 Added 118.2%
34,674 $334,000
Q2 2018

Jul 27, 2018
BUY
N/A
15,891 New
15,891 $154,000
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