Integrated Wealth Concepts LLC Vanguard Bd Index Fd Inc Inter Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 26,425 shares of BIV stock, worth $2.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,425
Previous 20,925 26.28%
Holding current value
$2.06 Million
Previous $1.62 Million 27.5%
% of portfolio
0.02%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$76.16 - $78.59 $418,880 - $432,245
5,500 Added 26.28%
26,425 $2.06 Million
Q2 2025

Aug 14, 2025
SELL
$75.05 - $77.34 $112,499 - $115,932
-1,499 Reduced 6.68%
20,925 $1.62 Million
Q1 2025

May 15, 2025
SELL
$73.78 - $76.59 $35,635 - $36,992
-483 Reduced 2.11%
22,424 $1.72 Million
Q4 2024

Feb 14, 2025
BUY
$74.5 - $78.37 $63,697 - $67,006
855 Added 3.88%
22,907 $1.71 Million
Q3 2024

Nov 14, 2024
BUY
$74.26 - $78.84 $119,335 - $126,695
1,607 Added 7.86%
22,052 $1.73 Million
Q2 2024

Aug 14, 2024
SELL
$73.13 - $75.43 $14,479 - $14,935
-198 Reduced 0.96%
20,445 $1.53 Million
Q1 2024

May 15, 2024
BUY
$74.51 - $76.61 $324,267 - $333,406
4,352 Added 26.71%
20,643 $1.56 Million
Q4 2023

Feb 13, 2024
SELL
$70.49 - $76.74 $119,621 - $130,227
-1,697 Reduced 9.43%
16,291 $1.24 Million
Q3 2023

Nov 15, 2023
SELL
$72.11 - $75.67 $195,273 - $204,914
-2,708 Reduced 13.08%
17,988 $1.3 Million
Q2 2023

Aug 15, 2023
BUY
$74.96 - $77.47 $125,408 - $129,607
1,673 Added 8.79%
20,696 $1.56 Million
Q1 2023

May 03, 2023
SELL
$73.57 - $77.31 $274,342 - $288,288
-3,729 Reduced 16.39%
19,023 $1.46 Million
Q4 2022

Feb 13, 2023
SELL
$71.64 - $76.32 $43,127 - $45,944
-602 Reduced 2.58%
22,752 $1.69 Million
Q3 2022

Nov 14, 2022
BUY
$72.72 - $79.93 $87,264 - $95,916
1,200 Added 5.42%
23,354 $1.72 Million
Q2 2022

Aug 08, 2022
SELL
$75.37 - $81.44 $101,297 - $109,455
-1,344 Reduced 5.72%
22,154 $1.72 Million
Q1 2022

May 12, 2022
SELL
$81.03 - $87.06 $91,320 - $98,116
-1,127 Reduced 4.58%
23,498 $1.92 Million
Q4 2021

Feb 15, 2022
BUY
$87.51 - $89.66 $189,809 - $194,472
2,169 Added 9.66%
24,625 $2.16 Million
Q3 2021

Nov 15, 2021
BUY
$89.41 - $91.32 $280,389 - $286,379
3,136 Added 16.23%
22,456 $2.01 Million
Q2 2021

Aug 13, 2021
BUY
$88.27 - $90.15 $21,361 - $21,816
242 Added 1.27%
19,320 $1.74 Million
Q1 2021

May 13, 2021
BUY
$88.61 - $92.83 $76,647 - $80,297
865 Added 4.75%
19,078 $1.69 Million
Q4 2020

Feb 12, 2021
BUY
$92.55 - $93.62 $66,358 - $67,125
717 Added 4.1%
18,213 $1.69 Million
Q3 2020

Nov 13, 2020
BUY
$93.08 - $94.37 $127,240 - $129,003
1,367 Added 8.48%
17,496 $1.64 Million
Q2 2020

Jul 30, 2020
BUY
$88.97 - $93.19 $94,130 - $98,595
1,058 Added 7.02%
16,129 $1.5 Million
Q1 2020

May 18, 2020
BUY
$83.77 - $92.22 $187,812 - $206,757
2,242 Added 17.48%
15,071 $1.35 Million
Q4 2019

Feb 20, 2020
BUY
$86.78 - $88.73 $96,239 - $98,401
1,109 Added 9.46%
12,829 $1.12 Million
Q3 2019

Nov 15, 2019
BUY
$86.72 - $88.11 $80,909 - $82,206
933 Added 8.65%
11,720 $1.03 Million
Q2 2019

Aug 15, 2019
SELL
N/A
-218 Reduced 1.98%
10,787 $825,000
Q1 2019

May 15, 2019
BUY
N/A
5,036 Added 84.37%
11,005 $924,000
Q4 2018

Feb 14, 2019
BUY
N/A
2,580 Added 76.13%
5,969 $485,000
Q3 2018

Nov 13, 2018
BUY
N/A
787 Added 30.25%
3,389 $272,000
Q2 2018

Jul 27, 2018
SELL
N/A
-771 Reduced 22.86%
2,602 $477,000
Q1 2018

May 15, 2018
BUY
N/A
184 Added 5.77%
3,373 $275,000
Q4 2017

May 15, 2018
BUY
N/A
3,189
3,189 $266,000

Others Institutions Holding BIV

# of Institutions
1,034
Shares Held
213M
Call Options Held
8.7K
Put Options Held
0
View Full List

About VANGUARD BD INDEX FD INC INTER

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