Integrated Wealth Concepts LLC Ishares U S ETF Tr Int Rate He Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 43,505 shares of LQDH stock, worth $4.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
43,505
Holding current value
$4.03 Million
% of portfolio
0.04%

Shares

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

Aug 14, 2025
BUY
$88.49 - $92.4 $3.85 Million - $4.02 Million
43,505 New
43,505 $4.02 Million
Q2 2023

Aug 15, 2023
BUY
$90.17 - $92.95 $415,142 - $427,941
4,604 Added 67.44%
11,431 $1.06 Million
Q1 2023

May 03, 2023
BUY
$89.76 - $93.28 $612,791 - $636,822
6,827 New
6,827 $626,000
Q3 2019

Nov 15, 2019
SELL
$91.78 - $94.43 $241,106 - $248,067
-2,627 Closed
0 $0
Q2 2019

Aug 15, 2019
SELL
$92.3 - $94.62 $28,243 - $28,953
-306 Reduced 10.43%
2,627 $235,000
Q1 2019

May 15, 2019
SELL
$90.21 - $93.67 $1,804 - $1,873
-20 Reduced 0.68%
2,933 $274,000
Q4 2018

Feb 14, 2019
BUY
$90.67 - $97.25 $267,748 - $287,179
2,953 New
2,953 $268,000

Others Institutions Holding LQDH

# of Institutions
115
Shares Held
4.17M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

LQDH Quotes by TradingView
  • Ticker LQDH
  • Sector ETFs
  • Industry ETFs
More about LQDH
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