Institute For Wealth Management, Llc. Carrier Global Corp Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Carrier Global Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,935 shares of CARR stock, worth $321,083. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,935

Previous 5,953 0.3%

Holding current value

$321,083

Previous $435,000 18.62%

% of portfolio

0.04%

Previous 0.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$58.75 - $80.73 $1,057 - $1,453	-18 Reduced 0.3%	5,935 $354,000
Q2 2025 Jul 18, 2025	SELL	$55.55 - $75.83 $2,277 - $3,109	-41 Reduced 0.68%	5,953 $435,000
Q1 2025 Apr 21, 2025	SELL	$62.07 - $70.55 $1,675 - $1,904	-27 Reduced 0.45%	5,994 $380,000
Q4 2024 Jan 23, 2025	SELL	$66.69 - $82.65 $6,602 - $8,182	-99 Reduced 1.62%	6,021 $410,000
Q3 2024 Nov 12, 2024	SELL	$61.9 - $80.88 $2,847 - $3,720	-46 Reduced 0.75%	6,120 $492,000
Q1 2024 Apr 30, 2024	SELL	$53.43 - $59.82 $24,043 - $26,919	-450 Reduced 6.8%	6,166 $358,000
Q4 2023 Jan 31, 2024	SELL	$46.4 - $58.81 $16,750 - $21,230	-361 Reduced 5.17%	6,616 $380,000
Q3 2023 Oct 13, 2023	SELL	$49.07 - $59.8 $26,497 - $32,292	-540 Reduced 7.18%	6,977 $385,000
Q2 2023 Jul 25, 2023	SELL	$40.65 - $49.71 $1,219 - $1,491	-30 Reduced 0.4%	7,517 $373,000
Q1 2023 Apr 20, 2023	SELL	$41.52 - $48.38 $1,328 - $1,548	-32 Reduced 0.42%	7,547 $345,000
Q4 2022 Feb 02, 2023	SELL	$34.06 - $44.93 $11,341 - $14,961	-333 Reduced 4.21%	7,579 $312,000
Q3 2022 Oct 18, 2022	SELL	$35.28 - $44.41 $1,375 - $1,731	-39 Reduced 0.49%	7,912 $281,000
Q2 2022 Jul 25, 2022	SELL	$34.41 - $46.04 $3,337 - $4,465	-97 Reduced 1.21%	7,951 $284,000
Q1 2022 Apr 29, 2022	SELL	$42.91 - $53.82 $986 - $1,237	-23 Reduced 0.28%	8,048 $369,000
Q4 2021 Jan 21, 2022	SELL	$50.3 - $57.15 $1,911 - $2,171	-38 Reduced 0.47%	8,071 $438,000
Q3 2021 Nov 15, 2021	SELL	$48.05 - $58.32 $2,931 - $3,557	-61 Reduced 0.75%	8,109 $420,000
Q2 2021 Jul 21, 2021	SELL	$42.02 - $48.71 $12,017 - $13,931	-286 Reduced 3.38%	8,170 $397,000
Q1 2021 May 04, 2021	SELL	$35.52 - $42.36 $13,781 - $16,435	-388 Reduced 4.39%	8,456 $357,000
Q4 2020 Feb 01, 2021	SELL	$30.77 - $40.5 $18,708 - $24,624	-608 Reduced 6.43%	8,844 $334,000
Q3 2020 Nov 03, 2020	SELL	$22.61 - $31.03 $7,981 - $10,953	-353 Reduced 3.6%	9,452 $289,000
Q2 2020 Jul 30, 2020	BUY	$12.89 - $24.37 $126,386 - $238,947	9,805 New	9,805 $218,000

Others Institutions Holding CARR

# of Institutions

1,726

Shares Held

723M

Call Options Held

4.2M

Put Options Held

4.29M

View Full List

About CARRIER GLOBAL Corp

Ticker CARR
Exchange NYSE
Sector Industrials
Industry Building Products & Equipment
Shares Outstandng 836,262,016
Market Cap $45.2B
Description
Carrier Global Corporation provides heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies worldwide. It operates through three segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling,...

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Institute For Wealth Management, Llc. Carrier Global Corp Transaction History