Back to IW Integrated Wealth Concepts LLC

IGLBIGLB
Showing 8 of 20 quarters

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

Integrated Wealth Concepts LLC holds 374,744 shares of IGLB (ISHARES TR), worth $18.8M as of 2026-Q2. The position was increased (+62.1% shares). IGLB represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$18.8M

Current Shares

374,744

Total Value Change

+$15.1M

Total Shares Change

+306,765

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
374,744
+62.1%
$18.8M0.1%$49.61
41
2026-Q1
Increased
231,131
+53.8%
$11.5M0.1%$48.55
39
2025-Q4
Decreased
150,256
-26.6%
$7.6M0.1%$48.92
0
2025-Q3
Increased
204,845
+56.1%
$10.6M0.1%$49.15
39
2025-Q2
Decreased
131,220
-37.6%
$6.6M0.1%$47.27
0
2025-Q1
Increased
210,213
+95.2%
$10.6M0.1%$46.66
53
2024-Q4
Increased
107,696
+58.4%
$5.3M0.1%$45.50
39
2024-Q3
Increased
67,979
+0.6%
$3.6M0.0%$48.55
27

Other major holders of IGLB: BNP PARIBAS FINANCIAL MARKETS, BlackRock Finance, Inc., PRUDENTIAL PLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used