Integrated Wealth Concepts LLC Ishares Tr Ibonds 2029 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 2029 Term Hi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 42,532 shares of IBHI stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,532
Previous 36,461 16.65%
Holding current value
$1.01 Million
Previous $872,000 14.33%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$23.22 - $23.84 $140,968 - $144,732
6,071 Added 16.65%
42,532 $997,000
Q3 2024

Nov 14, 2024
BUY
$22.97 - $23.99 $100,516 - $104,980
4,376 Added 13.64%
36,461 $872,000
Q2 2024

Aug 14, 2024
BUY
$22.65 - $23.22 $351,686 - $360,536
15,527 Added 93.77%
32,085 $742,000
Q1 2024

May 15, 2024
BUY
$22.87 - $23.37 $378,681 - $386,960
16,558 New
16,558 $386,000

Others Institutions Holding IBHI

# of Institutions
45
Shares Held
1.99M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2029 TERM HI

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