Institute For Wealth Management, Llc. Fiserv Inc Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Fiserv Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,044 shares of FISV stock, worth $1.01 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,044
Previous 6,218 29.37%
Holding current value
$1.01 Million
Previous $778,000 29.43%
% of portfolio
0.12%
Previous 0.1%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
1,826 Added 29.37%
8,044 $1.01 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-48 Reduced 0.77%
6,218 $778,000
Q3 2024

Nov 12, 2024
SELL
N/A
-123 Reduced 1.93%
6,266 $784,000
Q1 2024

Apr 30, 2024
SELL
N/A
-6 Reduced 0.09%
6,389 $799,000
Q4 2023

Jan 31, 2024
SELL
N/A
-164 Reduced 2.5%
6,395 $800,000
Q3 2023

Oct 13, 2023
SELL
$123.51 - $130.06 $36,311 - $38,237
-294 Reduced 4.29%
6,559 $821,000
Q2 2023

Jul 25, 2023
SELL
$111.59 - $126.15 $15,845 - $17,913
-142 Reduced 2.03%
6,853 $864,000
Q1 2023

Apr 20, 2023
SELL
$99.4 - $118.26 $695 - $827
-7 Reduced 0.1%
6,995 $790,000
Q4 2022

Feb 02, 2023
BUY
$94.02 - $105.46 $34,599 - $38,809
368 Added 5.55%
7,002 $707,000
Q3 2022

Oct 18, 2022
BUY
$91.66 - $110.72 $3,758 - $4,539
41 Added 0.62%
6,634 $621,000
Q2 2022

Jul 25, 2022
BUY
$88.38 - $104.74 $88 - $104
1 Added 0.02%
6,593 $587,000
Q1 2022

Apr 29, 2022
BUY
$92.6 - $109.47 $463 - $547
5 Added 0.08%
6,592 $668,000
Q4 2021

Jan 21, 2022
BUY
$95.55 - $111.29 $11,657 - $13,577
122 Added 1.89%
6,587 $684,000
Q3 2021

Nov 15, 2021
SELL
$106.21 - $119.11 $6,797 - $7,623
-64 Reduced 0.98%
6,465 $701,000
Q2 2021

Jul 21, 2021
SELL
$106.59 - $126.55 $16,628 - $19,741
-156 Reduced 2.33%
6,529 $698,000
Q1 2021

May 04, 2021
BUY
$102.69 - $124.13 $30,293 - $36,618
295 Added 4.62%
6,685 $796,000
Q4 2020

Feb 01, 2021
BUY
$93.52 - $117.99 $4,301 - $5,427
46 Added 0.73%
6,390 $728,000
Q3 2020

Nov 03, 2020
BUY
$93.06 - $104.07 $3,070 - $3,434
33 Added 0.52%
6,344 $654,000
Q2 2020

Jul 30, 2020
BUY
$86.19 - $109.55 $8,101 - $10,297
94 Added 1.51%
6,311 $616,000
Q1 2020

Apr 29, 2020
SELL
$77.0 - $123.89 $9,471 - $15,238
-123 Reduced 1.94%
6,217 $591,000
Q4 2019

Feb 27, 2020
BUY
$100.79 - $117.08 $565,129 - $656,467
5,607 Added 764.94%
6,340 $733,000
Q4 2019

Jan 27, 2020
BUY
$100.79 - $117.08 $73,879 - $85,819
733 New
733 $733,000

Others Institutions Holding FISV

# of Institutions
2,073
Shares Held
504M
Call Options Held
2.12M
Put Options Held
1.42M
View Full List

About FISERV INC

FISV Quotes by TradingView
  • Ticker FISV
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 635,027,968
  • Market Cap $79.5B
  • Description
  • Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat...
More about FISV
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