Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 76,143 shares of IBTJ stock, worth $1.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
76,143
Previous 69,201 10.03%
Holding current value
$1.67 Million
Previous $1.52 Million 10.29%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$21.68 - $22.04 $150,502 - $153,001
6,942 Added 10.03%
76,143 $1.67 Million
Q2 2025

Aug 14, 2025
BUY
$21.57 - $21.99 $4,163 - $4,244
193 Added 0.28%
69,201 $1.52 Million
Q1 2025

May 15, 2025
BUY
$21.16 - $21.77 $444,529 - $457,344
21,008 Added 43.77%
69,008 $1.5 Million
Q4 2024

Feb 14, 2025
BUY
$21.25 - $22.07 $308,188 - $320,081
14,503 Added 43.3%
48,000 $1.02 Million
Q3 2024

Nov 14, 2024
BUY
$21.22 - $22.22 $395,625 - $414,269
18,644 Added 125.52%
33,497 $740,000
Q2 2024

Aug 14, 2024
BUY
$21.0 - $21.44 $609 - $621
29 Added 0.2%
14,853 $317,000
Q1 2024

May 15, 2024
BUY
$21.33 - $21.86 $20,839 - $21,357
977 Added 7.06%
14,824 $318,000
Q4 2023

Feb 13, 2024
BUY
$20.61 - $21.84 $60,655 - $64,275
2,943 Added 26.99%
13,847 $301,000
Q2 2023

Aug 15, 2023
BUY
$21.6 - $22.42 $235,526 - $244,467
10,904 New
10,904 $235,000

Others Institutions Holding IBTJ

# of Institutions
185
Shares Held
28.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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