Integrated Wealth Concepts LLC ISHARES IBONDS Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 15, 2022
SELL
N/A
-294,466 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
54,154 Added 22.53%
294,466 $7.28 Million
Q2 2021

Aug 13, 2021
BUY
N/A
73,651 Added 44.19%
240,312 $5.96 Million
Q1 2021

May 13, 2021
BUY
N/A
98,218 Added 143.5%
166,661 $4.14 Million
Q4 2020

Feb 12, 2021
BUY
N/A
14,903 Added 27.84%
68,443 $1.71 Million
Q3 2020

Nov 13, 2020
BUY
N/A
28,972 Added 117.93%
53,540 $1.34 Million
Q2 2020

Jul 30, 2020
BUY
N/A
24,568 New
24,568 $618,000
Q1 2020

May 18, 2020
SELL
N/A
-10,326 Closed
0 $0
Q4 2019

Feb 20, 2020
BUY
N/A
10,326 New
10,326 $258,000
Q3 2019

Nov 15, 2019
SELL
N/A
-29,232 Closed
0 $0
Q2 2019

Aug 15, 2019
BUY
N/A
17,875 Added 157.39%
29,232 $729,000
Q1 2019

May 15, 2019
BUY
N/A
11,357 New
11,357 $281,000
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