Institute For Wealth Management, Llc. Vanguard Bd Index Fd Inc Total Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,334 shares of BND stock, worth $623,549. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,334
Previous 10,990 24.17%
Holding current value
$623,549
Previous $809,000 23.49%
% of portfolio
0.07%
Previous 0.09%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$72.57 - $74.72 $192,745 - $198,456
-2,656 Reduced 24.17%
8,334 $619,000
Q2 2025

Jul 18, 2025
BUY
$72.02 - $73.82 $28,808 - $29,527
400 Added 3.78%
10,990 $809,000
Q1 2025

Apr 21, 2025
SELL
$71.17 - $73.66 $1,921 - $1,988
-27 Reduced 0.25%
10,590 $777,000
Q4 2024

Jan 23, 2025
SELL
$71.75 - $75.11 $49,579 - $51,901
-691 Reduced 6.11%
10,617 $763,000
Q3 2024

Nov 12, 2024
SELL
$71.45 - $75.64 $7,502 - $7,942
-105 Reduced 0.92%
11,308 $849,000
Q2 2024

Jul 25, 2024
SELL
$70.55 - $72.66 $64,482 - $66,411
-914 Reduced 7.41%
11,413 $822,000
Q1 2024

Apr 30, 2024
SELL
$71.76 - $73.66 $141,151 - $144,889
-1,967 Reduced 13.76%
12,327 $895,000
Q4 2023

Jan 31, 2024
SELL
$68.04 - $73.9 $15,513 - $16,849
-228 Reduced 1.57%
14,294 $1.05 Million
Q3 2023

Oct 13, 2023
SELL
$69.63 - $72.91 $2,924 - $3,062
-42 Reduced 0.29%
14,522 $1.01 Million
Q2 2023

Jul 25, 2023
SELL
$72.23 - $74.46 $178,985 - $184,511
-2,478 Reduced 14.54%
14,564 $1.06 Million
Q1 2023

Apr 20, 2023
SELL
$71.33 - $74.57 $57,634 - $60,252
-808 Reduced 4.53%
17,042 $1.26 Million
Q4 2022

Feb 02, 2023
SELL
$69.38 - $73.88 $89,361 - $95,157
-1,288 Reduced 6.73%
17,850 $1.28 Million
Q3 2022

Oct 18, 2022
SELL
$70.77 - $77.08 $129,933 - $141,518
-1,836 Reduced 8.75%
19,138 $1.37 Million
Q2 2022

Jul 25, 2022
SELL
$73.3 - $79.23 $6,083 - $6,576
-83 Reduced 0.39%
20,974 $1.58 Million
Q1 2022

Apr 29, 2022
SELL
$78.72 - $84.18 $21,569 - $23,065
-274 Reduced 1.28%
21,057 $1.68 Million
Q4 2021

Jan 21, 2022
SELL
$84.47 - $85.89 $180,258 - $183,289
-2,134 Reduced 9.09%
21,331 $1.81 Million
Q3 2021

Nov 15, 2021
SELL
$85.45 - $86.85 $29,480 - $29,963
-345 Reduced 1.45%
23,465 $2.01 Million
Q2 2021

Jul 21, 2021
SELL
$84.67 - $85.92 $17,780 - $18,043
-210 Reduced 0.87%
23,810 $2.05 Million
Q1 2021

May 04, 2021
SELL
$84.36 - $88.07 $181,120 - $189,086
-2,147 Reduced 8.2%
24,020 $2.04 Million
Q4 2020

Feb 01, 2021
SELL
$87.44 - $88.49 $88,139 - $89,197
-1,008 Reduced 3.71%
26,167 $2.31 Million
Q3 2020

Nov 03, 2020
SELL
$88.13 - $89.48 $62,748 - $63,709
-712 Reduced 2.55%
27,175 $2.4 Million
Q2 2020

Jul 30, 2020
SELL
$85.6 - $88.34 $358,407 - $369,879
-4,187 Reduced 13.05%
27,887 $2.46 Million
Q1 2020

Apr 29, 2020
SELL
$80.33 - $87.96 $332,003 - $363,538
-4,133 Reduced 11.41%
32,074 $2.74 Million
Q4 2019

Feb 27, 2020
BUY
$83.39 - $84.94 $2.77 Million - $2.82 Million
33,171 Added 1092.59%
36,207 $3.04 Million
Q4 2019

Jan 27, 2020
SELL
$83.39 - $84.94 $2.83 Million - $2.88 Million
-33,940 Reduced 91.79%
3,036 $3.04 Million
Q3 2019

Oct 28, 2019
BUY
$83.3 - $84.54 $152,605 - $154,877
1,832 Added 5.21%
36,976 $3.12 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-5,214 Reduced 12.92%
35,144 $2.92 Million
Q1 2019

May 15, 2019
BUY
N/A
40,358 New
40,358 $3.28 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-7,091 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
1,703 Added 31.61%
7,091 $562,000
Q4 2017

Feb 12, 2018
SELL
N/A
-34 Reduced 0.63%
5,388 $440,000
Q3 2017

Nov 14, 2017
SELL
N/A
-4,884 Reduced 47.39%
5,422 $444,000
Q2 2017

Aug 14, 2017
BUY
N/A
10,306
10,306 $846,000

Others Institutions Holding BND

# of Institutions
1,827
Shares Held
1.09B
Call Options Held
78.7K
Put Options Held
20.3K
View Full List

About VANGUARD BD INDEX FD INC TOTAL

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