Integrated Wealth Concepts LLC Ishares Expanded Tech Sector E Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,784 shares of IGM stock, worth $621,201. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,784

Previous 5,531 4.57%

Holding current value

$621,201

Previous $530,000 11.32%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$94.19 - $106.95 $23,830 - $27,058	253 Added 4.57%	5,784 $590,000
Q3 2024 Nov 14, 2024	BUY	$84.03 - $98.62 $85,794 - $100,691	1,021 Added 22.64%	5,531 $530,000
Q2 2024 Aug 14, 2024	SELL	$80.02 - $95.38 $5,681 - $6,771	-71 Reduced 1.55%	4,510 $425,000
Q1 2024 May 15, 2024	BUY	$84.27 - $516.87 $319,299 - $1.96 Million	3,789 Added 478.41%	4,581 $394,000
Q4 2023 Feb 13, 2024	BUY	$365.86 - $450.72 $289,761 - $356,970	792 New	792 $354,000

Others Institutions Holding IGM

# of Institutions

457

Shares Held

27.5M

Call Options Held

151K

Put Options Held

15.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

Track This Portfolio

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.

Account

Integrated Wealth Concepts LLC Ishares Expanded Tech Sector E Transaction History