Integrated Wealth Concepts LLC

Position in IVE — iShares S&P 500 Value ETF

CIK 1737109 WALTHAM, MA

Back to IVE Full portfolio

All Filings in IVE

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2021-09-30 IVE	$1,595,548	10,972	+35.2%	Shares	Sole	2021-11-15
2021-06-30 IVE	$1,198,541	8,118	-9.2%	Shares	Sole	2021-08-13
2021-03-31 IVE	$1,263,109	8,943	-1.5%	Shares	Sole	2021-05-13
2020-12-31 IVE	$1,162,037	9,077	-11.1%	Shares	Sole	2021-02-12
2020-09-30 IVE	$1,147,889	10,208	-8.1%	Shares	Sole	2020-11-13
2020-06-30 IVE	$1,201,455	11,103	+17.7%	Shares	Sole	2020-07-30
2020-03-31 IVE	$907,637	9,430	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.