Institute For Wealth Management, Llc. Spdr Bloomberg Convertible Sec Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Bloomberg Convertible Sec stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,739 shares of CWB stock, worth $253,193. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,739
Holding current value
$253,193
% of portfolio
0.03%

Shares

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

Oct 17, 2025
BUY
$82.29 - $90.77 $225,392 - $248,619
2,739 New
2,739 $247,000
Q1 2022

Apr 29, 2022
SELL
$71.53 - $82.66 $189,769 - $219,296
-2,653 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$80.7 - $89.51 $214,097 - $237,470
2,653 New
2,653 $220,000
Q3 2020

Nov 03, 2020
SELL
$60.93 - $71.38 $685,584 - $803,167
-11,252 Closed
0 $0
Q2 2020

Jul 30, 2020
SELL
$45.25 - $60.5 $2,398 - $3,206
-53 Reduced 0.47%
11,252 $681,000
Q1 2020

Apr 29, 2020
SELL
$40.96 - $60.38 $33,914 - $49,994
-828 Reduced 6.82%
11,305 $541,000
Q4 2019

Feb 27, 2020
BUY
$51.66 - $55.76 $592,023 - $639,009
11,460 Added 1702.82%
12,133 $673,000
Q4 2019

Jan 27, 2020
SELL
$51.66 - $55.76 $856,264 - $924,222
-16,575 Reduced 96.1%
673 $673,000
Q3 2019

Oct 28, 2019
BUY
$52.13 - $53.3 $389,098 - $397,831
7,464 Added 76.29%
17,248 $905,000
Q2 2019

Aug 02, 2019
BUY
N/A
252 Added 2.64%
9,784 $517,000
Q1 2019

May 15, 2019
BUY
N/A
284 Added 3.07%
9,532 $498,000
Q4 2018

Feb 08, 2019
BUY
N/A
9,248 New
9,248 $433,000
Q1 2018

May 15, 2018
SELL
N/A
-11,082 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
466 Added 4.39%
11,082 $560,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,164 Added 12.31%
10,616 $544,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,452
9,452 $466,000

Others Institutions Holding CWB

# of Institutions
540
Shares Held
35M
Call Options Held
7.9K
Put Options Held
76.6K
View Full List

About SPDR BLOOMBERG CONVERTIBLE SEC

CWB Quotes by TradingView
  • Ticker CWB
  • Sector ETFs
  • Industry ETFs
More about CWB
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