Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2030 Ter 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 2030 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 68,083 shares of IBTK stock, worth $1.35 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
68,083
Previous 62,996 8.08%
Holding current value
$1.35 Million
Previous $1.25 Million 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$19.57 - $19.98 $99,552 - $101,638
5,087 Added 8.08%
68,083 $1.35 Million
Q2 2025

Aug 14, 2025
BUY
$19.44 - $19.88 $2,916 - $2,982
150 Added 0.24%
62,996 $1.25 Million
Q1 2025

May 15, 2025
BUY
$19.0 - $19.66 $463,087 - $479,173
24,373 Added 63.35%
62,846 $1.24 Million
Q4 2024

Feb 14, 2025
BUY
$19.11 - $20.04 $228,154 - $239,257
11,939 Added 45.0%
38,473 $738,000
Q3 2024

Nov 14, 2024
BUY
$19.11 - $20.18 $34,627 - $36,566
1,812 Added 7.33%
26,534 $532,000
Q2 2024

Aug 14, 2024
BUY
$18.86 - $19.38 $622 - $639
33 Added 0.13%
24,722 $476,000
Q1 2024

May 15, 2024
BUY
$19.22 - $19.78 $2,344 - $2,413
122 Added 0.5%
24,689 $479,000
Q4 2023

Feb 13, 2024
BUY
$18.46 - $19.79 $201,804 - $216,344
10,932 Added 80.18%
24,567 $484,000
Q2 2023

Aug 15, 2023
BUY
$19.6 - $20.42 $267,246 - $278,426
13,635 New
13,635 $267,000

Others Institutions Holding IBTK

# of Institutions
156
Shares Held
23.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2030 TER

IBTK Quotes by TradingView
  • Ticker IBTK
  • Sector Technology
More about IBTK
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