Integrated Wealth Concepts LLC Ishares Tr Us Broker Dealers & Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,390 shares of IAI stock, worth $760,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,390
Previous 4,102 7.02%
Holding current value
$760,479
Previous $693,000 11.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$168.93 - $178.7 $48,651 - $51,465
288 Added 7.02%
4,390 $776,000
Q2 2025

Aug 14, 2025
BUY
$122.04 - $169.14 $500,608 - $693,812
4,102 New
4,102 $693,000

Others Institutions Holding IAI

# of Institutions
199
Shares Held
6.47M
Call Options Held
8.9K
Put Options Held
34.5K
View Full List

About ISHARES TR US BROKER-DEALERS &

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