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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.15K
+ 20.2%
$48.31 - $48.93 $152K - $154K
18.7K $915K
TD
Toronto Dominion Bank

Financial Services
191
+ 0.87%
$72.55 - $79.95 $13.9K - $15.3K
22.1K $1.76M
VRSN
Verisign Inc

Technology
752
+ 13.01%
$263.02 - $305.98 $198K - $230K
6.53K $1.83M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6.94K
+ 10.03%
$21.68 - $22.04 $151K - $153K
76.1K $1.67M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
606
+ 6.71%
$142.94 - $152.69 $86.6K - $92.5K
9.64K $1.45M
JD
Jd.Com, Inc.

Consumer Cyclical
3.99K
+ 61.45%
$30.39 - $35.64 $121K - $142K
10.5K $366K
RY
Royal Bank Of Canada

Financial Services
363
+ 5.66%
$128.46 - $148.6 $46.6K - $53.9K
6.78K $998K
VONG
Vanguard Russell 1000 Growth E

ETFs
53
+ 0.4%
$108.08 - $121.73 $5.73K - $6.45K
13.2K $1.59M
CTA
Simplify Exch Traded Fds Simpl

ETFs
3.88K
+ 10.71%
$26.46 - $28.43 $103K - $110K
40.1K $1.12M
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.3K
+ 5.53%
$28.69 - $30.59 $94.6K - $101K
62.9K $1.91M
BIIB
Biogen Inc.

Healthcare
698
+ 18.92%
$122.68 - $148.84 $85.6K - $104K
4.39K $614K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.61K
+ 13.34%
$41.5 - $43.83 $108K - $114K
22.1K $969K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
645
+ 25.37%
$105.16 - $140.03 $67.8K - $90.3K
3.19K $432K
IGT
International Game Technology PLC

Consumer Cyclical
10.3K
New
$14.29 - $18.14 $148K - $188K
10.3K $147K
BHP
Bhp Group LTD

Basic Materials
884
+ 6.95%
$48.67 - $56.22 $43K - $49.7K
13.6K $758K
CGNX
Cognex Corp

Technology
183
+ 1.81%
$31.85 - $46.54 $5.83K - $8.52K
10.3K $467K
PPLT
Abrdn Platinum ETF Trust

ETFs
1.63K
New
N/A
1.63K $146K
XYL
Xylem Inc.

Industrials
627
+ 21.83%
$129.67 - $147.5 $81.3K - $92.5K
3.5K $516K
INFY
Infosys LTD

Technology
10.8K
+ 78.6%
$15.98 - $18.96 $172K - $204K
24.5K $397K
PB
Prosperity Bancshares Inc

Financial Services
2.48K
+ 46.3%
$65.12 - $74.71 $162K - $185K
7.84K $520K
IXG
Ishares Global Fin'L ETF

ETFs
1.09K
+ 39.67%
$109.57 - $116.94 $120K - $128K
3.85K $448K
SEMR
Se Mrush Holdings, Inc.

Technology
20.3K
New
$7.08 - $10.0 $144K - $203K
20.3K $143K
EW
Edwards Lifesciences Corp

Healthcare
1.89K
+ 18.86%
$73.75 - $81.83 $139K - $154K
11.9K $924K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
5.67K
+ 3.83%
$22.25 - $22.65 $126K - $128K
154K $3.45M
BTBT
Bit Digital, Inc

Financial Services
47.6K
New
$2.38 - $4.12 $113K - $196K
47.6K $140K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
968
+ 30.44%
$196.15 - $217.83 $190K - $211K
4.15K $835K
ADP
Automatic Data Processing Inc

Industrials
1.01K
+ 9.53%
$288.69 - $310.94 $291K - $313K
11.6K $3.4M
ALB
Albemarle Corp

Basic Materials
852
+ 22.87%
$62.9 - $88.1 $53.6K - $75.1K
4.58K $371K
ROLL
Rbc Bearings Inc

Industrials
559
+ 54.8%
N/A
1.58K $388K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7
+ 0.04%
$133.48 - $144.38 $934 - $1.01K
16.7K $2.39M
DV
Double Verify Holdings, Inc.

Technology
11.5K
New
$11.86 - $16.27 $136K - $187K
11.5K $137K
IXJ
Ishares Global Healthcare ETF

ETFs
1.42K
+ 32.69%
$82.73 - $89.14 $118K - $127K
5.77K $511K
MPW
Medical Properties Trust Inc

Real Estate
22.2K
+ 66.75%
$3.98 - $5.13 $88.2K - $114K
55.3K $280K
PAYX
Paychex Inc

Industrials
3.02K
+ 23.03%
$126.69 - $147.99 $383K - $447K
16.1K $2.05M
ARGX
Argenx Se

Healthcare
40
+ 7.03%
$538.64 - $768.0 $21.5K - $30.7K
609 $449K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
5.2K
+ 7.52%
$23.43 - $23.88 $122K - $124K
74.3K $1.77M
MGA
Magna International Inc

Consumer Cyclical
246
+ 1.76%
$40.03 - $47.38 $9.85K - $11.7K
14.2K $674K
AFRM
Affirm Holdings, Inc.

Technology
1.49K
+ 28.23%
$64.05 - $92.18 $95.4K - $137K
6.77K $494K
TFC
Truist Financial Corp

Financial Services
99
+ 0.22%
$42.83 - $47.07 $4.24K - $4.66K
46K $2.1M
SAP
Sap Se

Technology
1.11K
+ 24.43%
$252.42 - $311.93 $279K - $345K
5.63K $1.51M
STOT
Spdr Doubleline Short Duration

ETFs
2.67K
+ 9.45%
$47.11 - $47.46 $126K - $127K
30.9K $1.46M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.25K
+ 9.93%
$75.26 - $80.19 $93.7K - $99.8K
13.8K $1.1M
FE
Firstenergy Corp

Utilities
1.69K
+ 19.44%
$39.76 - $45.82 $67.2K - $77.5K
10.4K $476K
TM
Toyota Motor Corp

Consumer Cyclical
92
+ 1.62%
$167.86 - $202.79 $15.4K - $18.7K
5.77K $1.1M
SSL
Sasol LTD

Basic Materials
2.33K
+ 3.86%
$4.6 - $7.15 $10.7K - $16.7K
62.8K $390K
AOA
Ishares Tr Core Aggressive All

ETFs
895
+ 9.75%
$82.71 - $88.14 $74K - $78.9K
10.1K $887K
GNR
Spdr S&P Global Natural Resour

ETFs
1.56K
+ 26.31%
$54.23 - $59.34 $84.7K - $92.6K
7.49K $443K
VDE
Vanguard Energy ETF

ETFs
820
+ 29.88%
$118.37 - $129.65 $97.1K - $106K
3.56K $448K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.17K
+ 19.11%
$41.58 - $44.7 $90.1K - $96.9K
13.5K $592K
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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