Integrated Wealth Concepts LLC Ishares Tr Ibonds Dec 2030 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 2030 Ter stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 38,473 shares of IBTK stock, worth $739,451. This represents 0.01% of its overall portfolio holdings.

Number of Shares
38,473
Previous 26,534 45.0%
Holding current value
$739,451
Previous $532,000 38.72%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
116
Shares Held
14M
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
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