Integrated Wealth Concepts LLC Purchases in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CX
Cemex Sab De Cv

Basic Materials
25K
New
$7.1 - $9.55 $178K - $239K
25K $224K
DEO
Diageo PLC

Consumer Defensive
2.99K
+ 25.9%
$93.64 - $115.33 $280K - $345K
14.5K $1.39M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
10.7K
+ 40.55%
$20.18 - $20.7 $216K - $222K
37.2K $764K
IWX
Ishares Tr Russell 200 Value E

ETFs
1.21K
+ 3.85%
$83.04 - $87.88 $101K - $107K
32.7K $2.88M
RPV
Invesco Exchange Traded Fd Tr

ETFs
340
+ 1.01%
$90.97 - $99.42 $30.9K - $33.8K
34.1K $3.39M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.21K
+ 3.48%
$33.26 - $34.01 $173K - $177K
155K $5.24M
FISV
Fiserv Inc

Technology
1.77K
+ 12.02%
N/A
16.5K $2.06M
IBP
Installed Building Products, Inc.

Consumer Cyclical
902
New
$184.09 - $279.47 $166K - $252K
902 $222K
ROK
Rockwell Automation, Inc

Industrials
226
+ 2.74%
$328.67 - $358.52 $74.3K - $81K
8.49K $2.97M
DFSV
Dimensional ETF Tr Dimensional

ETFs
90
+ 0.1%
$29.2 - $32.74 $2.63K - $2.95K
90.4K $2.88M
VBK
Vanguard Small Cap Growth ETF

ETFs
194
+ 2.47%
$276.51 - $305.12 $53.6K - $59.2K
8.05K $2.39M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.69K
New
$54.9 - $59.81 $203K - $221K
3.69K $220K
FIW
First Trust Water ETF

ETFs
473
+ 1.25%
$107.54 - $115.08 $50.9K - $54.4K
38.4K $4.31M
MAN
Manpower Group Inc.

Industrials
5.8K
New
$37.33 - $45.7 $217K - $265K
5.8K $219K
SGOL
Abrdn Gold ETF Trust

ETFs
5.92K
New
$31.18 - $36.81 $185K - $218K
5.92K $218K
IQV
Iqvia Holdings Inc.

Healthcare
329
+ 6.91%
$157.68 - $200.82 $51.9K - $66.1K
5.09K $967K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
8.46K
+ 50.17%
$25.0 - $25.33 $212K - $214K
25.3K $641K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.7K
New
$101.96 - $132.43 $173K - $225K
1.7K $217K
BIT
Black Rock Multi Sector Income Trust

Financial Services
16.2K
New
$13.31 - $14.89 $215K - $241K
16.2K $216K
DNOW
Now Inc.

Energy
7.63K
+ 3.24%
$13.65 - $16.2 $104K - $124K
243K $3.71M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
3.96K
New
$51.7 - $54.73 $205K - $217K
3.96K $216K
STT
State Street Corp

Financial Services
1.01K
+ 10.15%
$102.01 - $117.25 $103K - $119K
11K $1.28M
ISBA
Isabella Bank Corp

Financial Services
6.1K
New
$28.59 - $35.48 $174K - $216K
6.1K $214K
CBRE
Cbre Group, Inc.

Real Estate
1.15K
+ 62.71%
$137.04 - $165.9 $158K - $191K
2.99K $470K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
4.94K
New
$42.13 - $44.1 $208K - $218K
4.94K $212K
IWN
Ishares Russell2000 Val ETF

ETFs
236
+ 2.64%
$157.1 - $178.94 $37.1K - $42.2K
9.18K $1.62M
HSBC
Hsbc Holdings PLC

Financial Services
482
+ 2.77%
$60.27 - $70.98 $29.1K - $34.2K
17.9K $1.27M
JHG
Janus Henderson Group PLC

Financial Services
2.67K
+ 16.38%
$39.46 - $45.37 $105K - $121K
19K $844K
VSAT
Viasat Inc

Technology
7.23K
New
$14.47 - $32.92 $105K - $238K
7.23K $211K
MUSA
Murphy Usa Inc.

Consumer Cyclical
541
New
$361.83 - $435.43 $196K - $236K
541 $210K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
5.9K
New
$33.05 - $35.83 $195K - $211K
5.9K $210K
CROX
Crocs, Inc.

Consumer Cyclical
2.51K
New
$74.39 - $108.79 $187K - $273K
2.51K $209K
PAC
Pacific Airport Group

Industrials
881
New
$218.82 - $256.99 $193K - $226K
881 $208K
F
Ford Motor CO

Consumer Cyclical
2.05K
+ 1.24%
$10.82 - $12.09 $22.2K - $24.8K
167K $2M
STRA
Strategic Education, Inc.

Consumer Defensive
2.41K
New
$73.87 - $86.09 $178K - $207K
2.41K $207K
MBLY
Mobileye Global Inc.
14.6K
New
$13.5 - $19.08 $197K - $279K
14.6K $206K
RNA
Avidity Biosciences, Inc.

Healthcare
4.74K
New
$28.46 - $50.36 $135K - $239K
4.74K $206K
SON
Sonoco Products CO

Consumer Cyclical
4.79K
New
$42.77 - $48.68 $205K - $233K
4.79K $206K
TRU
Trans Union

Industrials
2.46K
New
$83.78 - $99.22 $206K - $244K
2.46K $206K
UAL
United Airlines Holdings, Inc.

Industrials
177
+ 1.58%
$80.05 - $109.36 $14.2K - $19.4K
11.4K $1.1M
AMKR
Amkor Technology, Inc.

Technology
3.63K
+ 26.4%
$21.14 - $29.58 $76.8K - $107K
17.4K $493K
DHR
Danaher Corp

Healthcare
997
+ 9.54%
$181.46 - $212.2 $181K - $212K
11.5K $2.27M
PNW
Pinnacle West Capital Corp

Utilities
2.3K
New
$85.87 - $94.45 $197K - $217K
2.3K $205K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.5K
+ 1.88%
$47.11 - $48.77 $118K - $122K
136K $6.57M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
5.24K
New
$38.32 - $39.33 $201K - $206K
5.24K $205K
EDOW
First Tr Exchange Traded Fd

ETFs
5.11K
New
$37.96 - $39.95 $194K - $204K
5.11K $204K
GRFS
Grifols Sa

Healthcare
20.5K
New
$8.87 - $10.85 $182K - $223K
20.5K $204K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.63K
+ 33.31%
$60.01 - $65.01 $158K - $171K
10.5K $683K
LOGI
Logitech International S.A.

Technology
1.86K
New
$89.67 - $113.08 $166K - $210K
1.86K $203K
Activity Summary
Buys All Purchases 1212 New Holdings 220 Increased Positions 992 Sells All Sells 699 Reductions 699 Sold out 0 Options Calls 0 Puts 0
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