Institute For Wealth Management, Llc. Eli Lilly & CO Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Eli Lilly & CO stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,944 shares of LLY stock, worth $4.83 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

5,944

Previous 6,166 3.6%

Holding current value

$4.83 Million

Previous $5.09 Million 9.01%

% of portfolio

0.53%

Previous 0.67%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$713.71 - $898.95 $158,443 - $199,566	-222 Reduced 3.6%	5,944 $4.63 Million
Q1 2025 Apr 21, 2025	SELL	$725.72 - $929.72 $155,304 - $198,960	-214 Reduced 3.35%	6,166 $5.09 Million
Q4 2024 Jan 23, 2025	SELL	$727.2 - $932.06 $231,249 - $296,395	-318 Reduced 4.75%	6,380 $4.93 Million
Q3 2024 Nov 12, 2024	BUY	$772.14 - $960.02 $124,314 - $154,563	161 Added 2.46%	6,698 $5.93 Million
Q2 2024 Jul 25, 2024	SELL	$724.87 - $909.04 $146,423 - $183,626	-202 Reduced 3.0%	6,537 $5.92 Million
Q1 2024 Apr 30, 2024	BUY	$592.2 - $792.28 $59,220 - $79,228	100 Added 1.51%	6,739 $5.24 Million
Q4 2023 Jan 31, 2024	SELL	$525.19 - $619.13 $66,173 - $78,010	-126 Reduced 1.86%	6,639 $3.87 Million
Q3 2023 Oct 13, 2023	BUY	$434.7 - $599.3 $33,037 - $45,546	76 Added 1.14%	6,765 $3.63 Million
Q2 2023 Jul 25, 2023	SELL	$350.74 - $468.98 $8,417 - $11,255	-24 Reduced 0.36%	6,689 $3.14 Million
Q1 2023 Apr 20, 2023	SELL	$310.63 - $364.82 $62,436 - $73,328	-201 Reduced 2.91%	6,713 $2.31 Million
Q4 2022 Feb 02, 2023	SELL	$321.55 - $374.67 $14,791 - $17,234	-46 Reduced 0.66%	6,914 $2.53 Million
Q3 2022 Oct 18, 2022	SELL	$296.48 - $337.87 $296 - $337	-1 Reduced 0.01%	6,960 $2.25 Million
Q2 2022 Jul 25, 2022	SELL	$278.73 - $327.27 $19,789 - $23,236	-71 Reduced 1.01%	6,961 $2.26 Million
Q4 2021 Jan 21, 2022	SELL	$224.85 - $279.04 $10,792 - $13,393	-48 Reduced 0.68%	7,032 $1.94 Million
Q3 2021 Nov 15, 2021	SELL	$221.6 - $272.71 $6,648 - $8,181	-30 Reduced 0.42%	7,080 $1.64 Million
Q2 2021 Jul 21, 2021	BUY	$180.55 - $233.54 $20,402 - $26,390	113 Added 1.61%	7,110 $1.63 Million
Q1 2021 May 04, 2021	BUY	$164.32 - $212.72 $43,873 - $56,796	267 Added 3.97%	6,997 $1.31 Million
Q4 2020 Feb 01, 2021	BUY	$130.46 - $172.63 $86,625 - $114,626	664 Added 10.95%	6,730 $1.14 Million
Q3 2020 Nov 03, 2020	SELL	$146.22 - $169.13 $155,431 - $179,785	-1,063 Reduced 14.91%	6,066 $898,000
Q2 2020 Jul 30, 2020	SELL	$136.42 - $164.18 $71,211 - $85,701	-522 Reduced 6.82%	7,129 $1.17 Million
Q1 2020 Apr 29, 2020	SELL	$119.05 - $147.35 $32,262 - $39,931	-271 Reduced 3.42%	7,651 $1.06 Million
Q4 2019 Feb 27, 2020	BUY	$106.92 - $132.43 $735,716 - $911,250	6,881 Added 661.0%	7,922 $1.04 Million
Q4 2019 Jan 27, 2020	SELL	$106.92 - $132.43 $752,289 - $931,777	-7,036 Reduced 87.11%	1,041 $1.04 Million
Q3 2019 Oct 28, 2019	SELL	$106.79 - $116.16 $307,021 - $333,960	-2,875 Reduced 26.25%	8,077 $903,000
Q2 2019 Aug 02, 2019	SELL	$110.79 - $129.32 $12,740 - $14,871	-115 Reduced 1.04%	10,952 $1.21 Million
Q1 2019 May 15, 2019	BUY	$111.31 - $131.02 $1.23 Million - $1.45 Million	11,067 New	11,067 $1.44 Million
Q4 2018 Feb 08, 2019	SELL	$105.9 - $118.64 $1.28 Million - $1.43 Million	-12,085 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$85.86 - $107.31 $23,783 - $29,724	-277 Reduced 2.24%	12,085 $1.29 Million
Q2 2018 Aug 10, 2018	SELL	$75.7 - $86.88 $4,542 - $5,212	-60 Reduced 0.48%	12,362 $1.06 Million
Q1 2018 May 15, 2018	BUY	$74.21 - $87.6 $31,390 - $37,054	423 Added 3.53%	12,422 $1 Million
Q4 2017 Feb 12, 2018	SELL	$81.94 - $87.89 $114,306 - $122,606	-1,395 Reduced 10.42%	11,999 $1.01 Million
Q3 2017 Nov 14, 2017	BUY	$77.07 - $85.54 $32,446 - $36,012	421 Added 3.25%	13,394 $1.15 Million
Q2 2017 Aug 14, 2017	BUY	N/A	12,973	12,973 $1.06 Million

Others Institutions Holding LLY

# of Institutions

4,399

Shares Held

807M

Call Options Held

10M

Put Options Held

10.8M

View Full List

About ELI LILLY & Co

Ticker LLY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 950,174,976
Market Cap $772B
Description
Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...

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Institute For Wealth Management, Llc. Eli Lilly & CO Transaction History