Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 1,251,806 shares of IBTF stock, worth $29.2 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

1,251,806

Previous 1,103,491 13.44%

Holding current value

$29.2 Million

Previous $25.8 Million 12.96%

% of portfolio

0.36%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$23.25 - $23.37 $3.45 Million - $3.47 Million	148,315 Added 13.44%	1,251,806 $29.2 Million
Q3 2024 Nov 14, 2024	BUY	$23.13 - $23.43 $3.76 Million - $3.81 Million	162,604 Added 17.28%	1,103,491 $25.8 Million
Q2 2024 Aug 14, 2024	BUY	$23.1 - $23.22 $2.9 Million - $2.92 Million	125,640 Added 15.41%	940,887 $21.8 Million
Q1 2024 May 15, 2024	BUY	$23.16 - $23.36 $5.51 Million - $5.55 Million	237,776 Added 41.18%	815,247 $18.9 Million
Q4 2023 Feb 13, 2024	BUY	$22.97 - $23.28 $3.46 Million - $3.51 Million	150,681 Added 35.31%	577,471 $13.4 Million
Q3 2023 Nov 15, 2023	BUY	$23.01 - $23.2 $1.43 Million - $1.44 Million	61,937 Added 16.98%	426,790 $9.85 Million
Q2 2023 Aug 15, 2023	BUY	$23.13 - $23.6 $946,942 - $966,184	40,940 Added 12.64%	364,853 $8.44 Million
Q1 2023 May 03, 2023	BUY	$22.99 - $23.65 $1.37 Million - $1.41 Million	59,560 Added 22.53%	323,913 $7.62 Million
Q4 2022 Feb 13, 2023	BUY	$23.05 - $23.48 $6.09 Million - $6.21 Million	264,353 New	264,353 $6.15 Million

Others Institutions Holding IBTF

# of Institutions

312

Shares Held

86.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
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Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History