Integrated Wealth Concepts LLC Ishares Tr Ibonds 2026 Term Hi Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds 2026 Term Hi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 70,813 shares of IBHF stock, worth $1.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

70,813

Previous 51,525 37.43%

Holding current value

$1.65 Million

Previous $1.21 Million 35.9%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$23.03 - $23.33 $444,202 - $449,989	19,288 Added 37.43%	70,813 $1.64 Million
Q3 2024 Nov 14, 2024	BUY	$22.76 - $23.41 $226,234 - $232,695	9,940 Added 23.9%	51,525 $1.21 Million
Q2 2024 Aug 14, 2024	BUY	$22.68 - $22.96 $140,842 - $142,581	6,210 Added 17.55%	41,585 $952,000
Q1 2024 May 15, 2024	BUY	$22.8 - $23.08 $219,518 - $222,214	9,628 Added 37.39%	35,375 $815,000
Q4 2023 Feb 13, 2024	BUY	$22.13 - $23.05 $48,641 - $50,663	2,198 Added 9.33%	25,747 $590,000
Q3 2023 Nov 15, 2023	BUY	$22.42 - $22.82 $41,297 - $42,034	1,842 Added 8.49%	23,549 $530,000
Q2 2023 Aug 15, 2023	BUY	$22.35 - $22.8 $232,328 - $237,006	10,395 Added 91.89%	21,707 $493,000
Q1 2023 May 03, 2023	BUY	$22.21 - $23.09 $251,239 - $261,194	11,312 New	11,312 $258,000

Others Institutions Holding IBHF

# of Institutions

118

Shares Held

17.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS 2026 TERM HI

Ticker IBHF
Sector ETFs
Industry ETFs

More about IBHF

Track This Portfolio

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.

Account

Integrated Wealth Concepts LLC Ishares Tr Ibonds 2026 Term Hi Transaction History