A detailed history of Institute For Wealth Management, Llc. transactions in Bill.Com Holdings, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,370 shares of BILL stock, worth $674,428. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,370
Previous 7,670 3.91%
Holding current value
$674,428
Previous $403,000 3.72%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$43.97 - $56.02 $13,191 - $16,806
-300 Reduced 3.91%
7,370 $388,000
Q2 2024

Jul 25, 2024

BUY
$46.96 - $66.46 $15,121 - $21,400
322 Added 4.38%
7,670 $403,000
Q1 2024

Apr 30, 2024

BUY
$61.34 - $79.92 $133,169 - $173,506
2,171 Added 41.94%
7,348 $504,000
Q4 2023

Jan 31, 2024

BUY
$56.02 - $115.71 $290,015 - $599,030
5,177 New
5,177 $422,000
Q3 2022

Oct 18, 2022

BUY
$113.69 - $177.31 $222,605 - $347,172
1,958 New
1,958 $259,000
Q2 2022

Jul 25, 2022

SELL
$97.45 - $243.15 $116,745 - $291,293
-1,198 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$232.81 - $342.26 $8,846 - $13,005
38 Added 3.28%
1,198 $298,000
Q3 2021

Nov 15, 2021

SELL
$179.65 - $297.53 $27,666 - $45,819
-154 Reduced 11.72%
1,160 $310,000
Q2 2021

Jul 21, 2021

BUY
$130.33 - $189.97 $171,253 - $249,620
1,314 New
1,314 $241,000

Others Institutions Holding BILL

About Bill.com Holdings, Inc.


  • Ticker BILL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 105,652,000
  • Market Cap $9.67B
  • Description
  • Bill.com Holdings, Inc. provides cloud-based software that simplifies, digitizes, and automates back-office financial operations for small and midsize businesses worldwide. The company provides software-as-a-service, cloud-based payments, and spend management products, which allow users to automate accounts payable and accounts receivable transa...
More about BILL
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