Institute For Wealth Management, Llc. Aegon Nv Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 25, 2023	BUY	$4.29 - $5.07 $364 - $430	85 Added 0.42%	20,238 $102,000
Q1 2023 Apr 20, 2023	BUY	$4.1 - $5.59 $176 - $240	43 Added 0.21%	20,153 $86,000
Q4 2022 Feb 02, 2023	SELL	$3.78 - $5.14 $12,538 - $17,049	-3,317 Reduced 14.16%	20,110 $101,000
Q3 2022 Oct 18, 2022	SELL	$3.93 - $24.32 $187,901 - $1.16 Million	-47,812 Reduced 67.11%	23,427 $93,000
Q2 2022 Jul 25, 2022	SELL	$4.36 - $5.83 $122 - $163	-28 Reduced 0.04%	71,239 $312,000
Q1 2022 Apr 29, 2022	BUY	$3.99 - $6.2 $173,632 - $269,805	43,517 Added 156.82%	71,267 $377,000
Q4 2021 Jan 21, 2022	SELL	$4.4 - $5.25 $26,360 - $31,452	-5,991 Reduced 17.76%	27,750 $137,000
Q3 2021 Nov 15, 2021	SELL	$3.93 - $5.09 $2,483 - $3,216	-632 Reduced 1.84%	33,741 $172,000
Q2 2021 Jul 21, 2021	SELL	$4.1 - $4.96 $43,181 - $52,238	-10,532 Reduced 23.45%	34,373 $142,000
Q1 2021 May 04, 2021	SELL	$3.88 - $5.06 $58,735 - $76,598	-15,138 Reduced 25.21%	44,905 $212,000
Q4 2020 Feb 01, 2021	SELL	$2.64 - $3.95 $20,697 - $30,968	-7,840 Reduced 11.55%	60,043 $237,000
Q3 2020 Nov 03, 2020	SELL	$2.32 - $3.47 $25,120 - $37,573	-10,828 Reduced 13.76%	67,883 $174,000
Q2 2020 Jul 30, 2020	SELL	$2.23 - $3.44 $14,454 - $22,298	-6,482 Reduced 7.61%	78,711 $231,000
Q1 2020 Apr 29, 2020	SELL	$1.88 - $4.6 $34,078 - $83,384	-18,127 Reduced 17.54%	85,193 $212,000
Q4 2019 Feb 27, 2020	BUY	$3.95 - $4.69 $406,265 - $482,375	102,852 Added 21976.92%	103,320 $468,000
Q4 2019 Jan 27, 2020	SELL	$3.95 - $4.69 $447,617 - $531,475	-113,321 Reduced 99.59%	468 $468,000
Q3 2019 Oct 28, 2019	SELL	$3.69 - $5.14 $10,431 - $14,530	-2,827 Reduced 2.42%	113,789 $472,000
Q2 2019 Aug 02, 2019	SELL	$4.54 - $5.28 $262,362 - $305,125	-57,789 Reduced 33.13%	116,616 $578,000
Q1 2019 May 15, 2019	BUY	$4.6 - $5.38 $29,370 - $34,351	6,385 Added 3.8%	174,405 $3.47 Million
Q4 2018 Feb 08, 2019	BUY	$4.48 - $6.54 $75,743 - $110,571	16,907 Added 11.19%	168,020 $776,000
Q3 2018 Oct 29, 2018	SELL	$5.86 - $6.74 $72,224 - $83,070	-12,325 Reduced 7.54%	151,113 $996,000
Q2 2018 Aug 10, 2018	SELL	$5.83 - $7.41 $44,815 - $56,960	-7,687 Reduced 4.49%	163,438 $965,000
Q1 2018 May 15, 2018	BUY	$6.34 - $6.98 $562,129 - $618,874	88,664 Added 107.52%	171,125 $1.2 Million
Q4 2017 Feb 12, 2018	BUY	$5.52 - $6.31 $123,670 - $141,369	22,404 Added 37.3%	82,461 $522,000
Q3 2017 Nov 14, 2017	BUY	$5.53 - $6.03 $252,770 - $275,625	45,709 Added 318.57%	60,057 $348,000
Q2 2017 Aug 14, 2017	BUY	N/A	14,348	14,348 $74,000

Others Institutions Holding AEG

# of Institutions

Shares Held

538K

Call Options Held

Put Options Held

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About AEGON NV

Ticker AEG
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,977,149,952
Market Cap $11.5B
Description
Aegon N.V. provides insurance, pensions, and asset management services in the Americas, the Netherlands, and the United Kingdom. The company offers life, accident, and health insurance; savings, pension, annuities, and mutual funds; property and casualty insurance; retirement plans and individual retirement accounts; voluntary employee benefits;...

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