Institute For Wealth Management, Llc. Allstate Corp Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Allstate Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,626 shares of ALL stock, worth $544,527. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,626

Previous 2,781 5.57%

Holding current value

$544,527

Previous $559,000 0.72%

% of portfolio

0.06%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$192.0 - $214.65 $29,760 - $33,270	-155 Reduced 5.57%	2,626 $563,000
Q1 2025 Apr 21, 2025	SELL	$180.99 - $210.18 $7,601 - $8,827	-42 Reduced 1.49%	2,781 $575,000
Q4 2024 Jan 23, 2025	SELL	$181.25 - $208.2 $11,237 - $12,908	-62 Reduced 2.15%	2,823 $544,000
Q3 2024 Nov 12, 2024	SELL	$158.43 - $192.86 $6,812 - $8,292	-43 Reduced 1.47%	2,885 $546,000
Q1 2024 Apr 30, 2024	SELL	$143.81 - $173.01 $6,471 - $7,785	-45 Reduced 1.51%	2,928 $506,000
Q4 2023 Jan 31, 2024	SELL	$109.91 - $144.36 $4,945 - $6,496	-45 Reduced 1.49%	2,973 $416,000
Q3 2023 Oct 13, 2023	SELL	$101.18 - $115.24 $13,355 - $15,211	-132 Reduced 4.19%	3,018 $336,000
Q2 2023 Jul 25, 2023	BUY	$107.53 - $119.0 $22,366 - $24,752	208 Added 7.07%	3,150 $343,000
Q4 2022 Feb 02, 2023	SELL	$117.71 - $137.38 $588 - $686	-5 Reduced 0.17%	2,942 $398,000
Q3 2022 Oct 18, 2022	BUY	$21.7 - $132.08 $1,085 - $6,604	50 Added 1.73%	2,947 $367,000
Q2 2021 Jul 21, 2021	BUY	$116.03 - $139.26 $7,425 - $8,912	64 Added 2.26%	2,897 $378,000
Q1 2021 May 04, 2021	SELL	$103.21 - $117.27 $3,818 - $4,338	-37 Reduced 1.29%	2,833 $326,000
Q4 2020 Feb 01, 2021	BUY	$88.0 - $109.93 $5,896 - $7,365	67 Added 2.39%	2,870 $315,000
Q3 2020 Nov 03, 2020	BUY	$85.82 - $97.25 $1,201 - $1,361	14 Added 0.5%	2,803 $264,000
Q2 2020 Jul 30, 2020	BUY	$85.79 - $106.99 $772 - $962	9 Added 0.32%	2,789 $271,000
Q1 2020 Apr 29, 2020	SELL	$73.23 - $125.57 $732 - $1,255	-10 Reduced 0.36%	2,780 $255,000
Q4 2019 Feb 27, 2020	BUY	$104.95 - $112.62 $259,856 - $278,847	2,476 Added 788.54%	2,790 $314,000
Q4 2019 Jan 27, 2020	SELL	$104.95 - $112.62 $258,806 - $277,720	-2,466 Reduced 88.71%	314 $314,000
Q3 2019 Oct 28, 2019	SELL	$101.21 - $108.68 $85,218 - $91,508	-842 Reduced 23.25%	2,780 $302,000
Q2 2019 Aug 02, 2019	SELL	$94.08 - $103.55 $9,031 - $9,940	-96 Reduced 2.58%	3,622 $368,000
Q1 2019 May 15, 2019	SELL	$80.3 - $95.06 $722 - $855	-9 Reduced 0.24%	3,718 $350,000
Q4 2018 Feb 08, 2019	BUY	$77.27 - $100.46 $287,985 - $374,414	3,727 New	3,727 $308,000
Q1 2018 May 15, 2018	SELL	$90.06 - $104.43 $373,478 - $433,071	-4,147 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$91.25 - $104.91 $378,413 - $435,061	4,147 New	4,147 $434,000
Q3 2017 Nov 14, 2017	SELL	$86.45 - $94.7 $488,961 - $535,623	-5,656 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	5,656	5,656 $499,000

Others Institutions Holding ALL

# of Institutions

1,820

Shares Held

213M

Call Options Held

1.01M

Put Options Held

668K

View Full List

About ALLSTATE CORP

Ticker ALL
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 270,296,000
Market Cap $56B
Description
The Allstate Corporation, together with its subsidiaries, provides property and casualty, and other insurance products in the United States and Canada. The company operates through Allstate Protection; Protection Services; Allstate Health and Benefits; and Run-off Property-Liability segments. The Allstate Protection segment offers private passen...

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Institute For Wealth Management, Llc. Allstate Corp Transaction History