Integrated Wealth Concepts LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 93,235 shares of EFIV stock, worth $6.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
93,235
Previous 90,428 3.1%
Holding current value
$6.05 Million
Previous $5.29 Million 11.98%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2025
BUY
$58.56 - $63.63 $164,377 - $178,609
2,807 Added 3.1%
93,235 $5.93 Million
Q2 2025

Aug 14, 2025
BUY
$47.24 - $58.55 $81,725 - $101,291
1,730 Added 1.95%
90,428 $5.29 Million
Q1 2025

May 15, 2025
SELL
$52.53 - $58.51 $787 - $877
-15 Reduced 0.02%
88,698 $4.75 Million
Q4 2024

Feb 14, 2025
SELL
$55.05 - $58.86 $60,334 - $64,510
-1,096 Reduced 1.22%
88,713 $5.01 Million
Q3 2024

Nov 14, 2024
BUY
$50.43 - $55.76 $211,856 - $234,247
4,201 Added 4.91%
89,809 $5.01 Million
Q2 2024

Aug 14, 2024
SELL
$47.87 - $53.62 $18.2 Million - $20.4 Million
-380,191 Reduced 81.62%
85,608 $4.55 Million
Q1 2024

May 15, 2024
BUY
$45.34 - $50.65 $520,276 - $581,208
11,475 Added 2.53%
465,799 $23.6 Million
Q4 2023

Feb 13, 2024
SELL
$40.0 - $46.3 $2.68 Million - $3.1 Million
-66,929 Reduced 12.84%
454,324 $21 Million
Q3 2023

Nov 15, 2023
BUY
$41.29 - $44.55 $445,064 - $480,204
10,779 Added 2.11%
521,253 $21.6 Million
Q2 2023

Aug 15, 2023
SELL
$39.12 - $43.05 $12.5 Million - $13.8 Million
-319,979 Reduced 38.53%
510,474 $22 Million
Q1 2023

May 03, 2023
BUY
$36.26 - $39.92 $1.44 Million - $1.58 Million
39,702 Added 5.02%
830,453 $32.7 Million
Q4 2022

Feb 13, 2023
BUY
$34.22 - $39.09 $696,582 - $795,716
20,356 Added 2.64%
790,751 $29 Million
Q3 2022

Nov 14, 2022
BUY
$34.04 - $41.19 $1.43 Million - $1.73 Million
42,009 Added 5.77%
770,395 $26.2 Million
Q2 2022

Aug 08, 2022
BUY
$35.19 - $43.89 $937,285 - $1.17 Million
26,635 Added 3.8%
728,386 $26.4 Million
Q1 2022

May 12, 2022
BUY
$39.96 - $45.62 $28 Million - $32 Million
701,751 New
701,751 $30.5 Million

Others Institutions Holding EFIV

# of Institutions
123
Shares Held
5.33M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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