A detailed history of Institute For Wealth Management, Llc. transactions in Intuitive Surgical Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,497 shares of ISRG stock, worth $1.32 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,497
Previous 2,744 9.0%
Holding current value
$1.32 Million
Previous $1.22 Million 0.49%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Nov 12, 2024

SELL
$416.14 - $494.01 $102,786 - $122,020
-247 Reduced 9.0%
2,497 $1.23 Million
Q2 2024

Jul 25, 2024

BUY
$366.34 - $445.11 $53,485 - $64,986
146 Added 5.62%
2,744 $1.22 Million
Q1 2024

Apr 30, 2024

SELL
$322.13 - $400.59 $11,596 - $14,421
-36 Reduced 1.37%
2,598 $1.04 Million
Q3 2023

Oct 13, 2023

SELL
$284.35 - $354.93 $7,677 - $9,583
-27 Reduced 1.01%
2,634 $769,000
Q2 2023

Jul 25, 2023

BUY
$253.53 - $341.94 $2,788 - $3,761
11 Added 0.42%
2,661 $909,000
Q1 2023

Apr 20, 2023

SELL
$224.75 - $271.36 $17,081 - $20,623
-76 Reduced 2.79%
2,650 $676,000
Q4 2022

Feb 02, 2023

SELL
$183.06 - $281.74 $13,729 - $21,130
-75 Reduced 2.68%
2,726 $723,000
Q3 2022

Oct 18, 2022

SELL
$186.38 - $242.46 $3,727 - $4,849
-20 Reduced 0.71%
2,801 $525,000
Q2 2022

Jul 25, 2022

BUY
$190.71 - $305.54 $5,339 - $8,555
28 Added 1.0%
2,821 $566,000
Q1 2022

Apr 29, 2022

SELL
$262.77 - $360.0 $21,284 - $29,160
-81 Reduced 2.82%
2,793 $843,000
Q4 2021

Jan 21, 2022

BUY
$319.93 - $365.42 $620,664 - $708,914
1,940 Added 207.71%
2,874 $1.03 Million
Q3 2021

Nov 15, 2021

SELL
$309.15 - $360.85 $13,911 - $16,238
-45 Reduced 4.6%
934 $929,000
Q2 2021

Jul 21, 2021

BUY
$249.2 - $306.91 $7,226 - $8,900
29 Added 3.05%
979 $900,000
Q1 2021

May 04, 2021

BUY
$228.3 - $272.92 $19,177 - $22,925
84 Added 9.7%
950 $702,000
Q4 2020

Feb 01, 2021

BUY
$222.36 - $272.7 $28,684 - $35,178
129 Added 17.5%
866 $708,000
Q3 2020

Nov 03, 2020

SELL
$190.43 - $255.04 $4,189 - $5,610
-22 Reduced 2.9%
737 $523,000
Q2 2020

Jul 30, 2020

BUY
$152.75 - $197.59 $6,873 - $8,891
45 Added 6.3%
759 $433,000
Q1 2020

Apr 29, 2020

SELL
$122.58 - $206.1 $62,270 - $104,698
-508 Reduced 41.57%
714 $354,000
Q4 2019

Feb 27, 2020

BUY
$169.67 - $199.6 $84,835 - $99,800
500 Added 69.25%
1,222 $722,000
Q4 2019

Jan 27, 2020

SELL
$169.67 - $199.6 $83,986 - $98,802
-495 Reduced 40.67%
722 $722,000
Q3 2019

Oct 28, 2019

SELL
$161.53 - $181.67 $1,938 - $2,180
-12 Reduced 0.98%
1,217 $657,000
Q2 2019

Aug 02, 2019

SELL
$152.76 - $195.3 $700,710 - $895,841
-4,587 Reduced 78.87%
1,229 $645,000
Q1 2019

May 15, 2019

BUY
$150.08 - $192.66 $7,804 - $10,018
52 Added 0.9%
5,816 $3.32 Million
Q4 2018

Feb 08, 2019

BUY
$144.96 - $191.58 $835,549 - $1.1 Million
5,764 New
5,764 $2.76 Million
Q1 2018

May 15, 2018

SELL
$125.08 - $149.94 $681,936 - $817,472
-5,452 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$117.83 - $134.57 $642,409 - $733,675
5,452 New
5,452 $1.99 Million
Q3 2017

Nov 14, 2017

SELL
$103.26 - $116.26 $165,009 - $185,783
-1,598 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
1,598
1,598 $1.49 Million

Others Institutions Holding ISRG

About INTUITIVE SURGICAL INC


  • Ticker ISRG
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Medical Instruments & Supplies
  • Shares Outstandng 353,384,992
  • Market Cap $186B
  • Description
  • Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System to enable complex surgery using a minimally invasive approach; and Ion endo...
More about ISRG
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