Institute For Wealth Management, Llc. Barclays Bank PLC Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 03, 2020
SELL
$14.28 - $16.4 $43,239 - $49,659
-3,028 Closed
0 $0
Q2 2020

Jul 30, 2020
BUY
$11.26 - $15.07 $1,441 - $1,928
128 Added 4.41%
3,028 $430,000
Q1 2020

Apr 29, 2020
SELL
$10.24 - $15.64 $133 - $203
-13 Reduced 0.45%
2,900 $342,000
Q4 2019

Feb 27, 2020
BUY
$13.33 - $14.95 $33,045 - $37,061
2,479 Added 571.2%
2,913 $434,000
Q4 2019

Jan 27, 2020
SELL
$13.33 - $14.95 $31,498 - $35,326
-2,363 Reduced 84.48%
434 $434,000
Q3 2019

Oct 28, 2019
BUY
$13.18 - $14.21 $1,832 - $1,975
139 Added 5.23%
2,797 $384,000
Q2 2019

Aug 02, 2019
BUY
$12.64 - $13.61 $353 - $381
28 Added 1.06%
2,658 $361,000
Q1 2019

May 15, 2019
BUY
$11.03 - $13.14 $463 - $551
42 Added 1.62%
2,630 $342,000
Q4 2018

Feb 08, 2019
BUY
$10.68 - $13.31 $27,639 - $34,446
2,588 New
2,588 $291,000
Q1 2018

May 15, 2018
SELL
$11.41 - $12.6 $24,793 - $27,379
-2,173 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
$11.0 - $11.73 $23,903 - $25,489
2,173 New
2,173 $253,000
Q3 2017

Nov 14, 2017
SELL
$10.88 - $10.96 $21,683 - $21,843
-1,993 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
1,993
1,993 $213,000

About BARCLAYS BANK PLC

CAPD Quotes by TradingView
  • Ticker CAPD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about CAPD
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email