Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,241,811 shares of IBTG stock, worth $28.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

1,241,811

Previous 909,304 36.57%

Holding current value

$28.4 Million

Previous $21 Million 35.03%

% of portfolio

0.35%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.72 - $23.0 $7.55 Million - $7.65 Million	332,507 Added 36.57%	1,241,811 $28.3 Million
Q3 2024 Nov 14, 2024	BUY	$22.55 - $23.1 $6.58 Million - $6.74 Million	291,954 Added 47.29%	909,304 $21 Million
Q2 2024 Aug 14, 2024	BUY	$22.46 - $22.66 $2.7 Million - $2.73 Million	120,379 Added 24.22%	617,350 $14 Million
Q1 2024 May 15, 2024	BUY	$22.62 - $22.94 $4.33 Million - $4.39 Million	191,238 Added 62.55%	496,971 $11.3 Million
Q4 2023 Feb 13, 2024	BUY	$22.32 - $22.86 $4.14 Million - $4.24 Million	185,325 Added 153.91%	305,733 $6.99 Million
Q3 2023 Nov 15, 2023	BUY	$22.4 - $22.75 $287,168 - $291,655	12,820 Added 11.92%	120,408 $2.71 Million
Q2 2023 Aug 15, 2023	BUY	$22.63 - $23.26 $562,604 - $578,266	24,861 Added 30.05%	107,588 $2.44 Million
Q1 2023 May 03, 2023	BUY	$22.41 - $23.23 $787,016 - $815,814	35,119 Added 73.77%	82,727 $1.91 Million
Q4 2022 Feb 13, 2023	BUY	$22.35 - $22.99 $1.06 Million - $1.09 Million	47,608 New	47,608 $1.08 Million

Others Institutions Holding IBTG

# of Institutions

258

Shares Held

57M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

More about IBTG

Track This Portfolio

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.

Account

Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History