Institute For Wealth Management, Llc. Spdr S&P Bank ETF Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,417 shares of KBE stock, worth $256,936. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,417
Previous 4,417 -0.0%
Holding current value
$256,936
Previous $204,000 14.22%
% of portfolio
0.03%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$42.85 - $47.1 $942 - $1,036
-22 Reduced 0.5%
4,417 $208,000
Q4 2023

Jan 31, 2024
BUY
$34.5 - $47.03 $153,145 - $208,766
4,439 New
4,439 $204,000
Q4 2022

Feb 02, 2023
BUY
$43.77 - $49.99 $18,164 - $20,745
415 Added 8.51%
5,289 $238,000
Q3 2022

Oct 18, 2022
BUY
$43.11 - $52.32 $210,118 - $255,007
4,874 New
4,874 $216,000
Q2 2022

Jul 25, 2022
SELL
$42.82 - $51.88 $191,662 - $232,214
-4,476 Closed
0 $0
Q2 2021

Jul 21, 2021
SELL
$49.93 - $55.46 $4,993 - $5,546
-100 Reduced 2.19%
4,476 $230,000
Q1 2021

May 04, 2021
BUY
$41.41 - $55.06 $189,492 - $251,954
4,576 New
4,576 $237,000
Q1 2020

Apr 29, 2020
SELL
$23.13 - $47.39 $119,073 - $243,963
-5,148 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$41.05 - $48.02 $201,350 - $235,538
4,905 Added 2018.52%
5,148 $243,000
Q4 2019

Jan 27, 2020
SELL
$41.05 - $48.02 $201,350 - $235,538
-4,905 Reduced 95.28%
243 $243,000
Q2 2019

Aug 02, 2019
SELL
N/A
-392 Reduced 7.08%
5,148 $223,000
Q1 2019

May 15, 2019
SELL
N/A
-123 Reduced 2.17%
5,540 $231,000
Q4 2018

Feb 08, 2019
BUY
N/A
5,663 New
5,663 $212,000
Q1 2018

May 15, 2018
SELL
N/A
-4,178 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
4,178
4,178 $200,000

Others Institutions Holding KBE

# of Institutions
257
Shares Held
13.7M
Call Options Held
1.72M
Put Options Held
3.47M
View Full List

About SPDR S&P BANK ETF

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