Institute For Wealth Management, Llc. Bank Of America Corp Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Bank Of America Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 79,689 shares of BAC stock, worth $3.72 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
79,689
Previous 80,342 0.81%
Holding current value
$3.72 Million
Previous $3.19 Million 9.85%
% of portfolio
0.44%
Previous 0.41%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$39.22 - $47.77 $25,610 - $31,193
-653 Reduced 0.81%
79,689 $3.5 Million
Q3 2024

Nov 12, 2024
SELL
$36.65 - $44.13 $43,393 - $52,249
-1,184 Reduced 1.45%
80,342 $3.19 Million
Q2 2024

Jul 25, 2024
SELL
$34.68 - $40.02 $6,831 - $7,883
-197 Reduced 0.24%
81,526 $3.24 Million
Q1 2024

Apr 30, 2024
SELL
$31.73 - $37.92 $1,586 - $1,896
-50 Reduced 0.06%
81,723 $3.1 Million
Q4 2023

Jan 31, 2024
SELL
$25.17 - $33.94 $6,972 - $9,401
-277 Reduced 0.34%
81,773 $2.75 Million
Q3 2023

Oct 13, 2023
BUY
$27.17 - $32.65 $61,784 - $74,246
2,274 Added 2.85%
82,050 $2.25 Million
Q2 2023

Jul 25, 2023
BUY
$26.99 - $30.56 $90,605 - $102,589
3,357 Added 4.39%
79,776 $2.29 Million
Q1 2023

Apr 20, 2023
SELL
$26.97 - $36.77 $27,833 - $37,946
-1,032 Reduced 1.33%
76,419 $2.19 Million
Q4 2022

Feb 02, 2023
SELL
$29.77 - $38.41 $166,831 - $215,249
-5,604 Reduced 6.75%
77,451 $2.57 Million
Q3 2022

Oct 18, 2022
SELL
$18.8 - $35.27 $1,165 - $2,186
-62 Reduced 0.07%
83,055 $2.51 Million
Q2 2022

Jul 25, 2022
SELL
$31.13 - $40.9 $377,606 - $496,117
-12,130 Reduced 12.74%
83,117 $2.59 Million
Q1 2022

Apr 29, 2022
BUY
$38.34 - $49.38 $43,669 - $56,243
1,139 Added 1.21%
95,247 $3.93 Million
Q4 2021

Jan 21, 2022
SELL
$43.08 - $48.37 $21,453 - $24,088
-498 Reduced 0.53%
94,108 $4.19 Million
Q3 2021

Nov 15, 2021
BUY
$36.93 - $43.26 $27,512 - $32,228
745 Added 0.79%
94,606 $4.02 Million
Q2 2021

Jul 21, 2021
SELL
$38.08 - $43.27 $32,368 - $36,779
-850 Reduced 0.9%
93,861 $3.87 Million
Q1 2021

May 04, 2021
SELL
$29.65 - $38.99 $77,267 - $101,607
-2,606 Reduced 2.68%
94,711 $3.66 Million
Q4 2020

Feb 01, 2021
BUY
$23.47 - $30.31 $36,941 - $47,707
1,574 Added 1.64%
97,317 $2.95 Million
Q3 2020

Nov 03, 2020
SELL
$22.77 - $26.92 $41,669 - $49,263
-1,830 Reduced 1.88%
95,743 $2.31 Million
Q2 2020

Jul 30, 2020
BUY
$19.77 - $28.54 $11,189 - $16,153
566 Added 0.58%
97,573 $2.32 Million
Q1 2020

Apr 29, 2020
SELL
$18.08 - $35.64 $370,947 - $731,225
-20,517 Reduced 17.46%
97,007 $2.06 Million
Q4 2019

Feb 27, 2020
BUY
$27.63 - $35.52 $3.13 Million - $4.03 Million
113,385 Added 2739.43%
117,524 $4.14 Million
Q4 2019

Jan 27, 2020
SELL
$27.63 - $35.52 $3.22 Million - $4.14 Million
-116,621 Reduced 96.57%
4,139 $4.14 Million
Q3 2019

Oct 28, 2019
SELL
$26.25 - $30.89 $702,896 - $827,141
-26,777 Reduced 18.15%
120,760 $3.52 Million
Q2 2019

Aug 02, 2019
BUY
$26.6 - $30.77 $144,650 - $167,327
5,438 Added 3.83%
147,537 $4.28 Million
Q1 2019

May 15, 2019
BUY
$24.56 - $29.82 $174,179 - $211,483
7,092 Added 5.25%
142,099 $3.92 Million
Q4 2018

Feb 08, 2019
BUY
$22.73 - $30.43 $246,870 - $330,500
10,861 Added 8.75%
135,007 $3.33 Million
Q3 2018

Oct 29, 2018
SELL
$27.78 - $31.8 $203,266 - $232,680
-7,317 Reduced 5.57%
124,146 $3.74 Million
Q2 2018

Aug 10, 2018
SELL
$28.19 - $31.22 $23,284 - $25,787
-826 Reduced 0.62%
131,463 $3.7 Million
Q1 2018

May 15, 2018
SELL
$29.17 - $32.84 $1.24 Million - $1.4 Million
-42,481 Reduced 24.31%
132,289 $3.96 Million
Q4 2017

Feb 12, 2018
BUY
$25.45 - $29.88 $1.19 Million - $1.4 Million
46,811 Added 36.58%
174,770 $5.33 Million
Q3 2017

Nov 14, 2017
SELL
$22.89 - $25.45 $14,100 - $15,677
-616 Reduced 0.48%
127,959 $3.24 Million
Q2 2017

Aug 14, 2017
BUY
N/A
128,575
128,575 $3.11 Million

Others Institutions Holding BAC

# of Institutions
3,362
Shares Held
5.22B
Call Options Held
85.6M
Put Options Held
100M
View Full List

About Bank of America Corp

BAC Quotes by TradingView
  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $375B
  • Description
  • Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...
More about BAC
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