Integrated Wealth Concepts LLC Ishares Tr Ibonds 2029 Term Hi Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 69,142 shares of IBHI stock, worth $1.63 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
69,142
Previous 51,975 33.03%
Holding current value
$1.63 Million
Previous $1.21 Million 35.74%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
$22.15 - $23.69 $380,249 - $406,686
17,167 Added 33.03%
69,142 $1.64 Million
Q1 2025

May 15, 2025
BUY
$23.15 - $23.78 $218,605 - $224,554
9,443 Added 22.2%
51,975 $1.21 Million
Q4 2024

Feb 14, 2025
BUY
$23.22 - $23.84 $140,968 - $144,732
6,071 Added 16.65%
42,532 $997,000
Q3 2024

Nov 14, 2024
BUY
$22.97 - $23.99 $100,516 - $104,980
4,376 Added 13.64%
36,461 $872,000
Q2 2024

Aug 14, 2024
BUY
$22.65 - $23.22 $351,686 - $360,536
15,527 Added 93.77%
32,085 $742,000
Q1 2024

May 15, 2024
BUY
$22.87 - $23.37 $378,681 - $386,960
16,558 New
16,558 $386,000

Others Institutions Holding IBHI

# of Institutions
60
Shares Held
3.92M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2029 TERM HI

IBHI Quotes by TradingView
  • Ticker IBHI
  • Sector ETFs
  • Industry ETFs
More about IBHI
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email