Integrated Wealth Concepts LLC INVESCO BULLETSHARES Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	N/A	-640,770 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	57,413 Added 9.84%	640,770 $13.5 Million
Q2 2021 Aug 13, 2021	BUY	N/A	35,041 Added 6.39%	583,357 $12.3 Million
Q1 2021 May 13, 2021	BUY	N/A	91,625 Added 20.06%	548,316 $11.6 Million
Q4 2020 Feb 12, 2021	BUY	N/A	17,188 Added 3.91%	456,691 $9.69 Million
Q3 2020 Nov 13, 2020	BUY	N/A	33,865 Added 8.35%	439,503 $9.37 Million
Q2 2020 Jul 30, 2020	BUY	N/A	47,632 Added 13.3%	405,638 $8.67 Million
Q1 2020 May 18, 2020	BUY	N/A	15,190 Added 4.43%	358,006 $7.51 Million
Q4 2019 Feb 20, 2020	BUY	N/A	39,546 Added 13.04%	342,816 $7.28 Million
Q3 2019 Nov 15, 2019	BUY	N/A	9,465 Added 3.22%	303,270 $6.45 Million
Q2 2019 Aug 15, 2019	BUY	N/A	44,739 Added 17.96%	293,805 $6.19 Million
Q1 2019 May 15, 2019	BUY	N/A	65,521 Added 35.7%	249,066 $5.24 Million
Q4 2018 Feb 14, 2019	BUY	N/A	37,725 Added 25.87%	183,545 $3.81 Million
Q3 2018 Nov 13, 2018	BUY	N/A	30,331 Added 26.26%	145,820 $3.02 Million
Q2 2018 Jul 27, 2018	BUY	N/A	115,489 New	115,489 $2.4 Million

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