Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 14,586 shares of IBDX stock, worth $364,941. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,586
Previous 13,615 7.13%
Holding current value
$364,941
Previous $337,000 6.23%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$24.0 - $24.77 $23,304 - $24,051
971 Added 7.13%
14,586 $358,000
Q1 2024

May 15, 2024
BUY
$24.5 - $25.2 $1,494 - $1,537
61 Added 0.45%
13,615 $337,000
Q4 2023

Feb 13, 2024
BUY
$22.73 - $25.34 $308,082 - $343,458
13,554 New
13,554 $341,000

About ISHARES TR IBONDS DEC 2032 TER

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