Institute For Wealth Management, Llc. Ares Capital Corp Transaction History

Institute For Wealth Management, Llc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$17.3 - $19.76 $1,522 - $1,738	-88 Reduced 0.68%	12,825 $236,000
Q3 2022 Oct 18, 2022	BUY	$16.84 - $20.7 $3,351 - $4,119	199 Added 1.57%	12,913 $218,000
Q2 2022 Jul 25, 2022	BUY	$17.12 - $22.44 $217,663 - $285,302	12,714 New	12,714 $228,000
Q3 2019 Oct 28, 2019	SELL	$17.99 - $19.19 $873,882 - $932,173	-48,576 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	$17.22 - $18.12 $15,532 - $16,344	902 Added 1.89%	48,576 $871,000
Q1 2019 May 15, 2019	BUY	$15.28 - $17.48 $9,519 - $10,890	623 Added 1.32%	47,674 $818,000
Q4 2018 Feb 08, 2019	BUY	$14.71 - $17.58 $8,546 - $10,213	581 Added 1.25%	47,051 $733,000
Q3 2018 Oct 29, 2018	BUY	$16.45 - $17.51 $72,560 - $77,236	4,411 Added 10.49%	46,470 $805,000
Q2 2018 Aug 10, 2018	BUY	$15.9 - $17.09 $277,343 - $298,100	17,443 Added 70.86%	42,059 $692,000
Q1 2018 May 15, 2018	BUY	$15.25 - $16.28 $109,113 - $116,483	7,155 Added 40.98%	24,616 $394,000
Q4 2017 Feb 12, 2018	BUY	$15.69 - $16.61 $273,963 - $290,027	17,461	17,461 $275,000

821

191M

2.3M

4.57M

Ticker ARCC
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth...

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

Stay updated on Institute For Wealth Management, Llc. with notifications on news.