Integrated Wealth Concepts LLC Ishares Tr Ibonds December 202 Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 225,318 shares of IBMO stock, worth $5.73 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
225,318
Previous 189,569 18.86%
Holding current value
$5.73 Million
Previous $4.8 Million 20.46%
% of portfolio
0.07%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$25.26 - $25.66 $903,019 - $917,319
35,749 Added 18.86%
225,318 $5.78 Million
Q2 2024

Aug 14, 2024
BUY
$25.16 - $25.33 $132,668 - $133,565
5,273 Added 2.86%
189,569 $4.8 Million
Q1 2024

May 15, 2024
BUY
$25.35 - $25.52 $1.09 Million - $1.1 Million
43,193 Added 30.61%
184,296 $4.67 Million
Q4 2023

Feb 13, 2024
BUY
$24.71 - $25.52 $947,727 - $978,794
38,354 Added 37.33%
141,103 $3.6 Million
Q3 2023

Nov 15, 2023
SELL
$24.76 - $25.26 $217,269 - $221,656
-8,775 Reduced 7.87%
102,749 $2.55 Million
Q2 2023

Aug 15, 2023
BUY
$24.96 - $25.63 $647,112 - $664,483
25,926 Added 30.29%
111,524 $2.81 Million
Q1 2023

May 03, 2023
BUY
$24.99 - $25.64 $890,918 - $914,091
35,651 Added 71.38%
85,598 $2.19 Million
Q4 2022

Feb 13, 2023
BUY
$24.52 - $25.33 $1.22 Million - $1.27 Million
49,947 New
49,947 $1.26 Million

Others Institutions Holding IBMO

# of Institutions
170
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

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