A detailed history of Institute For Wealth Management, Llc. transactions in Goldman Sachs Group Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,419 shares of GS stock, worth $5.9 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
10,419
Previous 10,507 0.84%
Holding current value
$5.9 Million
Previous $4.75 Million 8.54%
% of portfolio
0.66%
Previous 0.65%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$459.02 - $510.25 $40,393 - $44,902
-88 Reduced 0.84%
10,419 $5.16 Million
Q2 2024

Jul 25, 2024

BUY
$389.49 - $470.41 $24,148 - $29,165
62 Added 0.59%
10,507 $4.75 Million
Q1 2024

Apr 30, 2024

BUY
$376.91 - $417.69 $9,799 - $10,859
26 Added 0.25%
10,445 $4.36 Million
Q4 2023

Jan 31, 2024

SELL
$289.91 - $386.41 $4,638 - $6,182
-16 Reduced 0.15%
10,419 $4.02 Million
Q3 2023

Oct 13, 2023

SELL
$313.0 - $358.93 $42,881 - $49,173
-137 Reduced 1.3%
10,435 $3.38 Million
Q2 2023

Jul 25, 2023

SELL
$312.36 - $343.96 $6,559 - $7,223
-21 Reduced 0.2%
10,572 $3.41 Million
Q1 2023

Apr 20, 2023

SELL
$303.54 - $375.1 $44,923 - $55,514
-148 Reduced 1.38%
10,593 $3.47 Million
Q4 2022

Feb 02, 2023

SELL
$293.4 - $388.86 $28,459 - $37,719
-97 Reduced 0.89%
10,741 $3.69 Million
Q3 2022

Oct 18, 2022

SELL
$19.27 - $342.58 $26,592 - $472,760
-1,380 Reduced 11.29%
10,838 $3.18 Million
Q2 2022

Jul 25, 2022

BUY
$279.79 - $341.06 $157,801 - $192,357
564 Added 4.84%
12,218 $3.63 Million
Q1 2022

Apr 29, 2022

BUY
$321.37 - $407.48 $710,870 - $901,345
2,212 Added 23.43%
11,654 $3.85 Million
Q4 2021

Jan 21, 2022

BUY
$371.61 - $423.85 $24,897 - $28,397
67 Added 0.71%
9,442 $3.61 Million
Q3 2021

Nov 15, 2021

SELL
$354.72 - $419.69 $18,090 - $21,404
-51 Reduced 0.54%
9,375 $3.54 Million
Q2 2021

Jul 21, 2021

BUY
$323.54 - $391.45 $44,648 - $54,020
138 Added 1.49%
9,426 $3.58 Million
Q1 2021

May 04, 2021

SELL
$265.0 - $348.81 $20,405 - $26,858
-77 Reduced 0.82%
9,288 $3.04 Million
Q4 2020

Feb 01, 2021

BUY
$189.04 - $263.71 $55,199 - $77,003
292 Added 3.22%
9,365 $2.47 Million
Q3 2020

Nov 03, 2020

SELL
$186.12 - $216.9 $26,987 - $31,450
-145 Reduced 1.57%
9,073 $1.82 Million
Q2 2020

Jul 30, 2020

BUY
$145.29 - $220.81 $123,496 - $187,688
850 Added 10.16%
9,218 $1.82 Million
Q1 2020

Apr 29, 2020

BUY
$134.97 - $249.72 $142,663 - $263,954
1,057 Added 14.46%
8,368 $1.29 Million
Q4 2019

Feb 27, 2020

BUY
$196.85 - $231.21 $1.11 Million - $1.3 Million
5,630 Added 334.92%
7,311 $1.68 Million
Q4 2019

Jan 27, 2020

SELL
$196.85 - $231.21 $1.06 Million - $1.25 Million
-5,391 Reduced 76.23%
1,681 $1.68 Million
Q3 2019

Oct 28, 2019

SELL
$195.56 - $222.14 $83,699 - $95,075
-428 Reduced 5.71%
7,072 $1.47 Million
Q2 2019

Aug 02, 2019

BUY
$182.49 - $207.9 $77,740 - $88,565
426 Added 6.02%
7,500 $1.54 Million
Q1 2019

May 15, 2019

BUY
$169.51 - $202.54 $67,634 - $80,813
399 Added 5.98%
7,074 $1.36 Million
Q4 2018

Feb 08, 2019

BUY
$156.35 - $231.65 $1.04 Million - $1.55 Million
6,675 New
6,675 $1.12 Million
Q3 2017

Nov 14, 2017

SELL
$215.84 - $237.19 $950,559 - $1.04 Million
-4,404 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
4,404
4,404 $974,000

Others Institutions Holding GS

About GOLDMAN SACHS GROUP INC


  • Ticker GS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 341,356,000
  • Market Cap $193B
  • Description
  • The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The company's Investment Banking segment pr...
More about GS
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