ISHARES TR

Ticker: IHE CUSIP: 464288836 Class: ETF-EQUITY

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 13,931 Value ($000) $916 Avg Close — Range —
Q3 2024
Shares 15,093 Value ($000) $1,066 Avg Close — Range —
Q2 2024
Shares 15,103 Value ($000) $1,002 Avg Close — Range —
Q1 2024
Shares 13,813 Value ($000) $938 Avg Close — Range —
Q4 2023
Shares 4,623 Value ($000) $857 Avg Close — Range —
Q3 2023
Shares 4,533 Value ($000) $802 Avg Close — Range —
Q2 2023
Shares 4,587 Value ($000) $821 Avg Close — Range —
Q1 2023
Shares 5,116 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 5,136 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 4,911 Value ($000) $833 Avg Close — Range —
Q2 2022
Shares 4,766 Value ($000) $913 Avg Close — Range —
Q1 2022
Shares 4,986 Value ($000) $968 Avg Close — Range —
Q4 2021
Shares 4,837 Value ($000) $966 Avg Close — Range —
Q3 2021
Shares 4,636 Value ($000) $849 Avg Close — Range —