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

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 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 14,780 shares of KRE stock, worth $814,525. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,780
Previous 14,330 3.14%
Holding current value
$814,525
Previous $811,000 9.86%
% of portfolio
0.11%
Previous 0.1%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$54.6 - $68.9 $24,570 - $31,005
450 Added 3.14%
14,780 $891,000
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
694
Shares Held
72.7M
Call Options Held
33.7M
Put Options Held
83.9M
View Full List

About SPDR S&P REGIONAL BANKING ETF

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