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IBMPIBMP
13 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TR

Integrated Wealth Concepts LLC holds 308,549 shares of IBMP (ISHARES TR), worth $7.8M as of 2026-Q2. The position was increased (+49.0% shares). IBMP represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.8M

Current Shares

308,549

Total Value Change

+$6.9M

Total Shares Change

+269,824

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
308,549
+49.0%
$7.8M0.0%$25.31
38
2026-Q1
Increased
207,105
+1.6%
$5.3M0.0%$25.18
27
2025-Q4
Increased
203,890
+1.2%
$5.2M0.1%$25.02
27
2025-Q3
Increased
201,455
+0.2%
$5.1M0.0%$24.90
27
2025-Q2
Increased
201,049
+4.6%
$5.1M0.1%$24.62
28
2025-Q1
Increased
192,237
+10.3%
$4.9M0.1%$24.41
30
2024-Q4
Increased
174,215
+55.9%
$4.4M0.1%$24.17
38
2024-Q3
Increased
111,753
+30.7%
$2.8M0.0%$24.28
33
2024-Q2
Increased
85,483
+6.3%
$2.1M0.0%$23.72
28
2024-Q1
Increased
80,419
+50.0%
$2M0.0%$23.73
36
2023-Q4
Increased
53,607
+80.2%
$1.4M0.0%$23.87
39
2023-Q3
Decreased
29,743
-23.2%
$728,1070.0%$22.83
0
2023-Q2
New
38,725
-
$970,6430.0%$23.25
35

Other major holders of IBMP: BANK OF AMERICA CORP /DE/

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