Institute For Wealth Management, Llc. Fiserv Inc Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 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 7,795 shares of FISV stock, worth $975,934. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,795

Previous 8,044 3.1%

Holding current value

$975,934

Previous $1.01 Million 3.18%

% of portfolio

0.1%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	N/A	-249 Reduced 3.1%	7,795 $975,000
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

2,017

Shares Held

485M

Call Options Held

3.73M

Put Options Held

2.23M

View Full List

About FISERV INC

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...

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Institute For Wealth Management, Llc. Fiserv Inc Transaction History