Institute For Wealth Management, Llc. Factset Research Systems Inc Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Factset Research Systems Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,328 shares of FDS stock, worth $590,427. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,328

Previous 2,246 3.65%

Holding current value

$590,427

Previous $1 Million 33.67%

% of portfolio

0.07%

Previous 0.11%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$283.86 - $450.3 $23,276 - $36,924	82 Added 3.65%	2,328 $666,000
Q2 2025 Jul 18, 2025	SELL	$398.85 - $473.32 $3,589 - $4,259	-9 Reduced 0.4%	2,246 $1 Million
Q1 2025 Apr 21, 2025	BUY	$427.5 - $476.51 $46,170 - $51,463	108 Added 5.03%	2,255 $1.03 Million
Q4 2024 Jan 23, 2025	SELL	$449.69 - $495.72 $13,041 - $14,375	-29 Reduced 1.33%	2,147 $1.03 Million
Q3 2024 Nov 12, 2024	BUY	$397.04 - $469.48 $141,346 - $167,134	356 Added 19.56%	2,176 $1 Million
Q2 2024 Jul 25, 2024	BUY	$394.89 - $452.48 $92,404 - $105,880	234 Added 14.75%	1,820 $743,000
Q1 2024 Apr 30, 2024	SELL	$443.86 - $487.9 $443 - $487	-1 Reduced 0.06%	1,586 $720,000
Q4 2023 Jan 31, 2024	BUY	$420.42 - $477.05 $7,147 - $8,109	17 Added 1.08%	1,587 $757,000
Q3 2023 Oct 13, 2023	BUY	$387.57 - $441.86 $1,162 - $1,325	3 Added 0.19%	1,570 $686,000
Q2 2023 Jul 25, 2023	SELL	$384.58 - $423.34 $34,612 - $38,100	-90 Reduced 5.43%	1,567 $627,000
Q1 2023 Apr 20, 2023	SELL	$392.59 - $435.27 $17,273 - $19,151	-44 Reduced 2.59%	1,657 $687,000
Q4 2022 Feb 02, 2023	SELL	$394.56 - $472.05 $17,755 - $21,242	-45 Reduced 2.58%	1,701 $682,000
Q3 2022 Oct 18, 2022	BUY	$388.42 - $457.08 $23,693 - $27,881	61 Added 3.62%	1,746 $698,000
Q2 2022 Jul 25, 2022	SELL	$348.71 - $444.57 $11,158 - $14,226	-32 Reduced 1.86%	1,685 $648,000
Q1 2022 Apr 29, 2022	BUY	$392.82 - $476.02 $2,749 - $3,332	7 Added 0.41%	1,717 $746,000
Q4 2021 Jan 21, 2022	SELL	$394.13 - $488.85 $249,878 - $309,930	-634 Reduced 27.05%	1,710 $831,000
Q3 2021 Nov 15, 2021	BUY	$335.5 - $394.78 $99,308 - $116,854	296 Added 14.45%	2,344 $925,000
Q2 2021 Jul 21, 2021	BUY	$309.13 - $347.1 $45,132 - $50,676	146 Added 7.68%	2,048 $687,000
Q1 2021 May 04, 2021	BUY	$294.35 - $335.44 $80,651 - $91,910	274 Added 16.83%	1,902 $587,000
Q4 2020 Feb 01, 2021	BUY	$306.5 - $351.71 $35,247 - $40,446	115 Added 7.6%	1,628 $541,000
Q3 2020 Nov 03, 2020	BUY	$322.6 - $360.92 $94,521 - $105,749	293 Added 24.02%	1,513 $507,000
Q2 2020 Jul 30, 2020	BUY	$253.11 - $342.16 $308,794 - $417,435	1,220 New	1,220 $401,000

Others Institutions Holding FDS

# of Institutions

877

Shares Held

36.3M

Call Options Held

53.2K

Put Options Held

56.6K

View Full List

About FACTSET RESEARCH SYSTEMS INC

Ticker FDS
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 38,079,400
Market Cap $9.66B
Description
FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and tra...

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Institute For Wealth Management, Llc. Factset Research Systems Inc Transaction History