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 6,698 shares of LLY stock, worth $5.01 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
6,698
Previous 6,537 2.46%
Holding current value
$5.01 Million
Previous $5.92 Million 0.27%
% of portfolio
0.76%
Previous 0.8%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $711B
  • 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...
More about LLY
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