Institute For Wealth Management, Llc. Ishares Global Infrastructure Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Global Infrastructure stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,574 shares of IGF stock, worth $246,126. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,574

Previous 4,600 0.57%

Holding current value

$246,126

Previous $220,000 12.73%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$47.97 - $54.56 $1,247 - $1,418	-26 Reduced 0.57%	4,574 $248,000
Q2 2024 Jul 25, 2024	SELL	$45.25 - $50.7 $1,900 - $2,129	-42 Reduced 0.9%	4,600 $220,000
Q1 2024 Apr 30, 2024	SELL	$44.1 - $47.63 $705 - $762	-16 Reduced 0.34%	4,642 $221,000
Q3 2023 Oct 13, 2023	SELL	$43.29 - $48.04 $1,298 - $1,441	-30 Reduced 0.64%	4,658 $201,000
Q4 2022 Feb 02, 2023	BUY	$40.57 - $48.1 $190,192 - $225,492	4,688 New	4,688 $214,000
Q4 2021 Jan 21, 2022	BUY	$44.99 - $48.4 $211,453 - $227,480	4,700 New	4,700 $224,000
Q1 2020 Apr 29, 2020	SELL	$28.86 - $49.85 $154,141 - $266,248	-5,341 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$45.69 - $48.08 $232,333 - $244,486	5,085 Added 1986.33%	5,341 $256,000
Q4 2019 Jan 27, 2020	SELL	$45.69 - $48.08 $232,333 - $244,486	-5,085 Reduced 95.21%	256 $256,000
Q2 2019 Aug 02, 2019	BUY	$44.47 - $46.81 $18,677 - $19,660	420 Added 8.53%	5,341 $247,000
Q1 2019 May 15, 2019	BUY	$39.26 - $44.87 $193,198 - $220,805	4,921 New	4,921 $221,000

Others Institutions Holding IGF

# of Institutions

281

Shares Held

53M

Call Options Held

200

Put Options Held

100

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About ISHARES GLOBAL INFRASTRUCTURE

Ticker IGF
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Institute For Wealth Management, Llc. Ishares Global Infrastructure Transaction History