Institute For Wealth Management, Llc. Ishares Iboxx $ Investment Gra Transaction History

Institute For Wealth Management, Llc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 25, 2023	BUY	$106.02 - $110.43 $198,787 - $207,056	1,875 New	1,875 $202,000
Q4 2021 Jan 21, 2022	SELL	$130.98 - $134.88 $204,459 - $210,547	-1,561 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$133.03 - $136.33 $7,981 - $8,179	60 Added 4.0%	1,561 $208,000
Q2 2021 Jul 21, 2021	BUY	$129.85 - $134.36 $194,904 - $201,674	1,501 New	1,501 $202,000
Q1 2021 May 04, 2021	SELL	$128.44 - $137.43 $192,788 - $206,282	-1,501 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$133.73 - $138.48 $2,674 - $2,769	-20 Reduced 1.31%	1,501 $207,000
Q3 2020 Nov 03, 2020	SELL	$134.22 - $139.15 $6,576 - $6,818	-49 Reduced 3.12%	1,521 $205,000
Q2 2020 Jul 30, 2020	BUY	$121.1 - $134.5 $190,127 - $211,165	1,570 New	1,570 $211,000
Q1 2020 Apr 29, 2020	SELL	$105.05 - $134.27 $47,902 - $61,227	-456 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$125.71 - $128.49 $57,323 - $58,591	456 New	456 $58,000
Q3 2017 Nov 14, 2017	SELL	$120.62 - $121.61 $354,019 - $356,925	-2,935 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	2,935	2,935 $353,000

1,185

247M

39.5M

38.7M

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