Institute For Wealth Management, Llc. Blackstone Inc. Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Blackstone Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 17,313 shares of BX stock, worth $2.48 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

17,313

Previous 16,473 5.1%

Holding current value

$2.48 Million

Previous $2.84 Million 14.79%

% of portfolio

0.32%

Previous 0.36%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$136.53 - $186.74 $114,685 - $156,861	840 Added 5.1%	17,313 $2.42 Million
Q3 2024 Nov 12, 2024	SELL	$120.77 - $159.66 $724 - $957	-6 Reduced 0.04%	16,473 $2.52 Million
Q2 2024 Jul 25, 2024	SELL	$116.13 - $132.0 $20,090 - $22,836	-173 Reduced 1.04%	16,479 $2.04 Million
Q1 2024 Apr 30, 2024	SELL	$116.98 - $131.66 $10,411 - $11,717	-89 Reduced 0.53%	16,652 $2.19 Million
Q4 2023 Jan 31, 2024	SELL	$89.61 - $133.13 $45,073 - $66,964	-503 Reduced 2.92%	16,741 $2.19 Million
Q3 2023 Oct 13, 2023	SELL	$91.91 - $115.12 $14,889 - $18,649	-162 Reduced 0.93%	17,244 $1.85 Million
Q2 2023 Jul 25, 2023	SELL	$80.4 - $92.97 $7,477 - $8,646	-93 Reduced 0.53%	17,406 $1.62 Million
Q1 2023 Apr 20, 2023	SELL	$76.13 - $100.03 $9,896 - $13,003	-130 Reduced 0.74%	17,499 $1.54 Million
Q4 2022 Feb 02, 2023	BUY	$72.15 - $108.77 $23,160 - $34,915	321 Added 1.85%	17,629 $1.31 Million
Q2 2022 Jul 25, 2022	SELL	$89.68 - $130.57 $24,123 - $35,123	-269 Reduced 1.53%	17,308 $1.58 Million
Q1 2022 Apr 29, 2022	BUY	$108.62 - $137.98 $543 - $689	5 Added 0.03%	17,577 $2.23 Million
Q4 2021 Jan 21, 2022	SELL	$110.95 - $148.88 $332 - $446	-3 Reduced 0.02%	17,572 $2.27 Million
Q3 2021 Nov 15, 2021	BUY	$97.11 - $135.04 $2,136 - $2,970	22 Added 0.13%	17,575 $2.05 Million
Q2 2021 Jul 21, 2021	SELL	$74.62 - $99.62 $16,416 - $21,916	-220 Reduced 1.24%	17,553 $1.71 Million
Q1 2021 May 04, 2021	BUY	$61.66 - $76.09 $100,444 - $123,950	1,629 Added 10.09%	17,773 $1.33 Million
Q4 2020 Feb 01, 2021	BUY	$50.29 - $65.34 $97,009 - $126,040	1,929 Added 13.57%	16,144 $1.05 Million
Q1 2020 Apr 29, 2020	BUY	$36.04 - $64.41 $7,928 - $14,170	220 Added 1.57%	14,215 $648,000
Q4 2019 Feb 27, 2020	BUY	$45.61 - $56.3 $602,599 - $743,835	13,212 Added 1687.36%	13,995 $783,000
Q4 2019 Jan 27, 2020	SELL	$45.61 - $56.3 $600,136 - $740,795	-13,158 Reduced 94.38%	783 $783,000
Q3 2019 Oct 28, 2019	BUY	$44.53 - $53.55 $620,792 - $746,540	13,941 New	13,941 $681,000

Others Institutions Holding BX

# of Institutions

2,348

Shares Held

504M

Call Options Held

11.5M

Put Options Held

13.2M

View Full List

About Blackstone Inc.

Ticker BX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 709,041,024
Market Cap $101B
Description
Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in...

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Institute For Wealth Management, Llc. Blackstone Inc. Transaction History