Institute For Wealth Management, Llc. Ishares Biotechnology ETF Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,377 shares of IBB stock, worth $464,877. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,377
Previous 3,597 6.12%
Holding current value
$464,877
Previous $493,000 0.41%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2024
SELL
$135.09 - $149.47 $29,719 - $32,883
-220 Reduced 6.12%
3,377 $491,000
Q2 2024

Jul 25, 2024
BUY
$124.64 - $139.96 $12,837 - $14,415
103 Added 2.95%
3,597 $493,000
Q4 2023

Jan 31, 2024
SELL
$112.41 - $137.03 $3,934 - $4,796
-35 Reduced 0.99%
3,494 $474,000
Q3 2023

Oct 13, 2023
BUY
$122.27 - $131.47 $9,781 - $10,517
80 Added 2.32%
3,529 $431,000
Q3 2022

Oct 18, 2022
BUY
$113.42 - $134.82 $55,689 - $66,196
491 Added 16.6%
3,449 $403,000
Q2 2022

Jul 25, 2022
SELL
$105.82 - $134.76 $1,375 - $1,751
-13 Reduced 0.44%
2,958 $348,000
Q1 2022

Apr 29, 2022
BUY
$119.6 - $152.37 $29,900 - $38,092
250 Added 9.19%
2,971 $387,000
Q4 2021

Jan 21, 2022
SELL
$145.27 - $164.78 $2,905 - $3,295
-20 Reduced 0.73%
2,721 $415,000
Q3 2021

Nov 15, 2021
SELL
$158.89 - $176.21 $17,795 - $19,735
-112 Reduced 3.93%
2,741 $443,000
Q2 2021

Jul 21, 2021
BUY
$146.13 - $163.65 $16,366 - $18,328
112 Added 4.09%
2,853 $467,000
Q1 2021

May 04, 2021
BUY
$146.68 - $172.6 $3,813 - $4,487
26 Added 0.96%
2,741 $413,000
Q4 2020

Feb 01, 2021
BUY
$130.38 - $157.31 $4,563 - $5,505
35 Added 1.31%
2,715 $411,000
Q3 2020

Nov 03, 2020
BUY
$126.88 - $145.8 $23,345 - $26,827
184 Added 7.37%
2,680 $363,000
Q1 2020

Apr 29, 2020
BUY
$94.39 - $123.48 $16,046 - $20,991
170 Added 7.31%
2,496 $269,000
Q4 2019

Feb 27, 2020
BUY
$97.24 - $123.5 $198,953 - $252,681
2,046 Added 730.71%
2,326 $280,000
Q4 2019

Jan 27, 2020
SELL
$97.24 - $123.5 $198,077 - $251,569
-2,037 Reduced 87.92%
280 $280,000
Q2 2019

Aug 02, 2019
BUY
N/A
75 Added 3.35%
2,317 $253,000
Q1 2019

May 15, 2019
BUY
N/A
2,242 New
2,242 $251,000
Q1 2018

May 15, 2018
SELL
N/A
-2,879 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
2,879 New
2,879 $305,000
Q3 2017

Nov 14, 2017
SELL
N/A
-833 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
833
833 $257,000

Others Institutions Holding IBB

# of Institutions
1,011
Shares Held
33.6M
Call Options Held
4M
Put Options Held
6.48M
View Full List

About ISHARES BIOTECHNOLOGY ETF

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