Institute For Wealth Management, Llc. Boeing CO Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Boeing CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 19,077 shares of BA stock, worth $3.46 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

19,077

Previous 16,726 14.06%

Holding current value

$3.46 Million

Previous $2.54 Million 32.76%

% of portfolio

0.43%

Previous 0.33%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$138.14 - $180.72 $324,767 - $424,872	2,351 Added 14.06%	19,077 $3.38 Million
Q3 2024 Nov 12, 2024	BUY	$152.04 - $190.6 $76,780 - $96,253	505 Added 3.11%	16,726 $2.54 Million
Q2 2024 Jul 25, 2024	BUY	$164.33 - $191.42 $56,365 - $65,657	343 Added 2.16%	16,221 $2.95 Million
Q1 2024 Apr 30, 2024	SELL	$179.84 - $251.76 $247,639 - $346,673	-1,377 Reduced 7.98%	15,878 $3.06 Million
Q4 2023 Jan 31, 2024	BUY	$177.73 - $264.27 $242,423 - $360,464	1,364 Added 8.58%	17,255 $4.5 Million
Q3 2023 Oct 13, 2023	SELL	$190.43 - $238.85 $43,798 - $54,935	-230 Reduced 1.43%	15,891 $3.05 Million
Q2 2023 Jul 25, 2023	SELL	$197.05 - $221.56 $10,640 - $11,964	-54 Reduced 0.33%	16,121 $3.4 Million
Q1 2023 Apr 20, 2023	SELL	$195.35 - $218.45 $48,837 - $54,612	-250 Reduced 1.52%	16,175 $3.44 Million
Q4 2022 Feb 02, 2023	BUY	$126.05 - $195.98 $118,360 - $184,025	939 Added 6.06%	16,425 $3.13 Million
Q3 2022 Oct 18, 2022	BUY	$121.08 - $172.08 $25,426 - $36,136	210 Added 1.37%	15,486 $1.88 Million
Q2 2022 Jul 25, 2022	BUY	$115.86 - $191.18 $8,341 - $13,764	72 Added 0.47%	15,276 $2.09 Million
Q1 2022 Apr 29, 2022	BUY	$169.17 - $225.96 $149,038 - $199,070	881 Added 6.15%	15,204 $2.91 Million
Q4 2021 Jan 21, 2022	BUY	$188.19 - $233.09 $59,091 - $73,190	314 Added 2.24%	14,323 $2.88 Million
Q3 2021 Nov 15, 2021	BUY	$206.99 - $239.73 $70,169 - $81,268	339 Added 2.48%	14,009 $3.08 Million
Q2 2021 Jul 21, 2021	BUY	$220.78 - $259.36 $70,428 - $82,735	319 Added 2.39%	13,670 $3.28 Million
Q1 2021 May 04, 2021	BUY	$194.03 - $269.19 $58,209 - $80,757	300 Added 2.3%	13,351 $3.4 Million
Q4 2020 Feb 01, 2021	BUY	$144.39 - $238.17 $32,920 - $54,302	228 Added 1.78%	13,051 $2.79 Million
Q3 2020 Nov 03, 2020	SELL	$146.05 - $187.94 $345,116 - $444,102	-2,363 Reduced 15.56%	12,823 $2.12 Million
Q2 2020 Jul 30, 2020	BUY	$120.0 - $230.5 $40,920 - $78,600	341 Added 2.3%	15,186 $2.78 Million
Q1 2020 Apr 29, 2020	SELL	$95.01 - $347.45 $53,205 - $194,572	-560 Reduced 3.64%	14,845 $2.21 Million
Q4 2019 Feb 27, 2020	BUY	$325.76 - $376.54 $3.38 Million - $3.91 Million	10,387 Added 206.99%	15,405 $5.02 Million
Q4 2019 Jan 27, 2020	SELL	$325.76 - $376.54 $3.18 Million - $3.68 Million	-9,760 Reduced 66.04%	5,018 $5.02 Million
Q3 2019 Oct 28, 2019	SELL	$320.42 - $386.89 $446,665 - $539,324	-1,394 Reduced 8.62%	14,778 $5.62 Million
Q2 2019 Aug 02, 2019	SELL	$337.37 - $395.86 $194,662 - $228,411	-577 Reduced 3.44%	16,172 $5.89 Million
Q1 2019 May 15, 2019	SELL	$310.9 - $440.62 $15,855 - $22,471	-51 Reduced 0.3%	16,749 $6.39 Million
Q4 2018 Feb 08, 2019	BUY	$294.16 - $392.3 $140,314 - $187,127	477 Added 2.92%	16,800 $5.42 Million
Q3 2018 Oct 29, 2018	BUY	$331.76 - $372.23 $80,285 - $90,079	242 Added 1.5%	16,323 $5.97 Million
Q2 2018 Aug 10, 2018	SELL	$322.44 - $371.56 $226,997 - $261,578	-704 Reduced 4.19%	16,081 $5.4 Million
Q1 2018 May 15, 2018	BUY	$296.67 - $364.64 $45,093 - $55,425	152 Added 0.91%	16,785 $5.59 Million
Q4 2017 Feb 12, 2018	SELL	$255.46 - $297.9 $248,307 - $289,558	-972 Reduced 5.52%	16,633 $4.9 Million
Q3 2017 Nov 14, 2017	BUY	$232.88 - $256.45 $38,192 - $42,057	164 Added 0.94%	17,605 $4.47 Million
Q2 2017 Aug 14, 2017	BUY	N/A	17,441	17,441 $3.46 Million

Others Institutions Holding BA

# of Institutions

2,355

Shares Held

397M

Call Options Held

24.7M

Put Options Held

35.3M

View Full List

About BOEING CO

Ticker BA
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 595,982,976
Market Cap $108B
Description
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Gl...

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Institute For Wealth Management, Llc. Boeing CO Transaction History