A detailed history of Institute For Wealth Management, Llc. transactions in Citigroup Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 17,908 shares of C stock, worth $1.25 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,908
Previous 17,843 0.36%
Holding current value
$1.25 Million
Previous $1.13 Million 0.97%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Nov 12, 2024

BUY
$56.11 - $67.61 $3,647 - $4,394
65 Added 0.36%
17,908 $1.12 Million
Q2 2024

Jul 25, 2024

BUY
$57.02 - $64.74 $81,082 - $92,060
1,422 Added 8.66%
17,843 $1.13 Million
Q1 2024

Apr 30, 2024

BUY
$51.11 - $63.24 $23,357 - $28,900
457 Added 2.86%
16,421 $1.04 Million
Q4 2023

Jan 31, 2024

SELL
$38.24 - $51.52 $11,777 - $15,868
-308 Reduced 1.89%
15,964 $821,000
Q3 2023

Oct 13, 2023

SELL
$40.22 - $47.88 $18,782 - $22,359
-467 Reduced 2.79%
16,272 $669,000
Q2 2023

Jul 25, 2023

BUY
$44.23 - $50.4 $3,273 - $3,729
74 Added 0.44%
16,739 $770,000
Q1 2023

Apr 20, 2023

SELL
$43.11 - $52.35 $4,052 - $4,920
-94 Reduced 0.56%
16,665 $781,000
Q4 2022

Feb 02, 2023

SELL
$40.3 - $50.19 $395,705 - $492,815
-9,819 Reduced 36.94%
16,759 $758,000
Q3 2022

Oct 18, 2022

SELL
$27.25 - $52.59 $6,758 - $13,042
-248 Reduced 0.92%
26,578 $1.11 Million
Q2 2022

Jul 25, 2022

SELL
$45.69 - $54.09 $35,044 - $41,487
-767 Reduced 2.78%
26,826 $1.23 Million
Q1 2022

Apr 29, 2022

BUY
$53.4 - $67.84 $15,112 - $19,198
283 Added 1.04%
27,593 $1.47 Million
Q4 2021

Jan 21, 2022

BUY
$58.28 - $72.53 $65,040 - $80,943
1,116 Added 4.26%
27,310 $1.65 Million
Q3 2021

Nov 15, 2021

BUY
$65.08 - $74.3 $48,875 - $55,799
751 Added 2.95%
26,194 $1.84 Million
Q2 2021

Jul 21, 2021

SELL
$67.61 - $79.86 $31,371 - $37,055
-464 Reduced 1.79%
25,443 $1.8 Million
Q1 2021

May 04, 2021

SELL
$57.99 - $75.18 $43,144 - $55,933
-744 Reduced 2.79%
25,907 $1.89 Million
Q4 2020

Feb 01, 2021

SELL
$41.13 - $61.66 $39,937 - $59,871
-971 Reduced 3.52%
26,651 $1.64 Million
Q3 2020

Nov 03, 2020

SELL
$41.85 - $53.76 $11,173 - $14,353
-267 Reduced 0.96%
27,622 $1.19 Million
Q2 2020

Jul 30, 2020

SELL
$37.49 - $61.24 $36,102 - $58,974
-963 Reduced 3.34%
27,889 $1.43 Million
Q1 2020

Apr 29, 2020

SELL
$35.39 - $81.91 $8,599 - $19,904
-243 Reduced 0.84%
28,852 $1.22 Million
Q4 2019

Feb 27, 2020

BUY
$66.26 - $79.89 $1.77 Million - $2.14 Million
26,771 Added 1151.94%
29,095 $2.32 Million
Q4 2019

Jan 27, 2020

SELL
$66.26 - $79.89 $1.74 Million - $2.1 Million
-26,334 Reduced 91.89%
2,324 $2.32 Million
Q3 2019

Oct 28, 2019

SELL
$61.32 - $73.01 $108,168 - $128,789
-1,764 Reduced 5.8%
28,658 $1.98 Million
Q2 2019

Aug 02, 2019

BUY
$62.15 - $71.03 $198,631 - $227,011
3,196 Added 11.74%
30,422 $2.13 Million
Q1 2019

May 15, 2019

BUY
$52.56 - $65.93 $1.43 Million - $1.8 Million
27,226 New
27,226 $1.7 Million
Q4 2018

Feb 08, 2019

SELL
$49.26 - $72.62 $1.4 Million - $2.07 Million
-28,460 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$66.06 - $74.79 $182,721 - $206,869
-2,766 Reduced 8.86%
28,460 $2.06 Million
Q2 2018

Aug 10, 2018

BUY
$65.46 - $72.86 $31,486 - $35,045
481 Added 1.56%
31,226 $2.09 Million
Q1 2018

May 15, 2018

BUY
$67.5 - $80.08 $2.08 Million - $2.46 Million
30,745 New
30,745 $2.11 Million
Q4 2017

Feb 12, 2018

SELL
$71.33 - $77.1 $2.01 Million - $2.17 Million
-28,150 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$65.95 - $72.74 $1.86 Million - $2.05 Million
28,150
28,150 $2.05 Million

Others Institutions Holding C

About CITIGROUP INC


  • Ticker C
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 1,936,710,016
  • Market Cap $135B
  • Description
  • Citigroup Inc., a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates in two segments, Global Consumer Banking (GCB) and Institutional Clients Grou...
More about C
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