Institute For Wealth Management, Llc. Spdr S&P Regional Banking 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 Regional Banking ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 14,330 shares of KRE stock, worth $903,793. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,330

Previous 13,930 2.87%

Holding current value

$903,793

Previous $683,000 18.74%

% of portfolio

0.1%

Previous 0.09%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$47.94 - $59.23 $19,176 - $23,692	400 Added 2.87%	14,330 $811,000
Q1 2024 Apr 30, 2024	BUY	$46.83 - $53.0 $8,944 - $10,123	191 Added 1.39%	13,930 $700,000
Q4 2023 Jan 31, 2024	SELL	$38.57 - $53.82 $53,496 - $74,648	-1,387 Reduced 9.17%	13,739 $720,000
Q3 2023 Oct 13, 2023	BUY	$40.59 - $49.04 $22,365 - $27,021	551 Added 3.78%	15,126 $631,000
Q2 2023 Jul 25, 2023	BUY	$36.08 - $44.59 $11,653 - $14,402	323 Added 2.27%	14,575 $595,000
Q1 2023 Apr 20, 2023	BUY	$42.24 - $64.79 $57,826 - $88,697	1,369 Added 10.63%	14,252 $625,000
Q4 2022 Feb 02, 2023	BUY	$56.83 - $65.49 $111,898 - $128,949	1,969 Added 18.04%	12,883 $756,000
Q3 2022 Oct 18, 2022	BUY	$56.83 - $68.54 $15,400 - $18,574	271 Added 2.55%	10,914 $643,000
Q2 2022 Jul 25, 2022	BUY	$56.85 - $68.24 $19,613 - $23,542	345 Added 3.35%	10,643 $618,000
Q1 2022 Apr 29, 2022	BUY	$67.01 - $78.78 $11,860 - $13,944	177 Added 1.75%	10,298 $710,000
Q4 2021 Jan 21, 2022	BUY	$66.81 - $75.45 $18,773 - $21,201	281 Added 2.86%	10,121 $717,000
Q3 2021 Nov 15, 2021	BUY	$59.87 - $68.61 $2,155 - $2,469	36 Added 0.37%	9,840 $667,000
Q2 2021 Jul 21, 2021	BUY	$63.66 - $71.33 $16,615 - $18,617	261 Added 2.73%	9,804 $642,000
Q1 2021 May 04, 2021	BUY	$51.71 - $71.1 $30,146 - $41,451	583 Added 6.51%	9,543 $633,000
Q4 2020 Feb 01, 2021	BUY	$35.92 - $51.95 $107,400 - $155,330	2,990 Added 50.08%	8,960 $465,000
Q3 2020 Nov 03, 2020	BUY	$33.9 - $41.18 $24,408 - $29,649	720 Added 13.71%	5,970 $213,000
Q2 2020 Jul 30, 2020	SELL	$29.52 - $46.02 $132,102 - $205,939	-4,475 Reduced 46.02%	5,250 $202,000
Q1 2020 Apr 29, 2020	SELL	$28.13 - $58.41 $12,236 - $25,408	-435 Reduced 4.28%	9,725 $317,000
Q4 2019 Feb 27, 2020	BUY	$50.18 - $59.22 $480,122 - $566,616	9,568 Added 1616.22%	10,160 $592,000
Q4 2019 Jan 27, 2020	SELL	$50.18 - $59.22 $528,395 - $623,586	-10,530 Reduced 94.68%	592 $592,000
Q3 2019 Oct 28, 2019	SELL	$52.26 - $54.6 $127,253 - $132,951	-2,435 Reduced 17.96%	11,122 $587,000
Q2 2019 Aug 02, 2019	SELL	N/A	-789 Reduced 5.5%	13,557 $724,000
Q1 2019 May 15, 2019	SELL	N/A	-2,160 Reduced 13.09%	14,346 $737,000
Q4 2018 Feb 08, 2019	BUY	N/A	1,205 Added 7.88%	16,506 $772,000
Q3 2018 Oct 29, 2018	SELL	N/A	-570 Reduced 3.59%	15,301 $922,000
Q2 2018 Aug 10, 2018	BUY	N/A	754 Added 4.99%	15,871 $970,000
Q1 2018 May 15, 2018	SELL	N/A	-14,447 Reduced 48.87%	15,117 $931,000
Q4 2017 Feb 12, 2018	BUY	N/A	29,564	29,564 $1.79 Million

Others Institutions Holding KRE

# of Institutions

601

Shares Held

70.6M

Call Options Held

39.3M

Put Options Held

82.6M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

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