A detailed history of Institute For Wealth Management, Llc. transactions in Meta Platforms, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 20,275 shares of META stock, worth $11.9 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
20,275
Previous 20,485 1.03%
Holding current value
$11.9 Million
Previous $10.3 Million 12.37%
% of portfolio
1.49%
Previous 1.4%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$453.41 - $572.44 $95,216 - $120,212
-210 Reduced 1.03%
20,275 $11.6 Million
Q2 2024

Jul 25, 2024

BUY
$430.17 - $527.34 $137,654 - $168,748
320 Added 1.59%
20,485 $10.3 Million
Q1 2024

Apr 30, 2024

SELL
$344.47 - $512.19 $5,167 - $7,682
-15 Reduced 0.07%
20,165 $9.79 Million
Q4 2023

Jan 31, 2024

SELL
$288.35 - $358.32 $120,530 - $149,777
-418 Reduced 2.03%
20,180 $7.14 Million
Q3 2023

Oct 13, 2023

SELL
$283.25 - $325.48 $74,778 - $85,926
-264 Reduced 1.27%
20,598 $6.18 Million
Q2 2023

Jul 25, 2023

SELL
$207.55 - $288.73 $20,132 - $28,006
-97 Reduced 0.46%
20,862 $5.99 Million
Q1 2023

Apr 20, 2023

SELL
$124.74 - $211.94 $29,688 - $50,441
-238 Reduced 1.12%
20,959 $4.44 Million
Q4 2022

Feb 02, 2023

SELL
$88.91 - $140.28 $199,425 - $314,648
-2,243 Reduced 9.57%
21,197 $2.55 Million
Q3 2022

Oct 18, 2022

SELL
$134.4 - $183.17 $14,649 - $19,965
-109 Reduced 0.46%
23,440 $3.18 Million
Q2 2022

Jul 25, 2022

BUY
$155.85 - $233.89 $87,899 - $131,913
564 Added 2.45%
23,549 $3.8 Million
Q1 2022

Apr 29, 2022

BUY
$186.63 - $338.54 $179,538 - $325,675
962 Added 4.37%
22,985 $5.11 Million
Q4 2021

Jan 21, 2022

BUY
$306.84 - $347.56 $40,809 - $46,225
133 Added 0.61%
22,023 $7.41 Million
Q3 2021

Nov 15, 2021

BUY
$336.95 - $382.18 $156,007 - $176,949
463 Added 2.16%
21,890 $7.43 Million
Q2 2021

Jul 21, 2021

SELL
$296.52 - $355.64 $77,095 - $92,466
-260 Reduced 1.2%
21,427 $7.45 Million
Q1 2021

May 04, 2021

SELL
$245.64 - $294.53 $69,270 - $83,057
-282 Reduced 1.28%
21,687 $6.39 Million
Q4 2020

Feb 01, 2021

BUY
$258.12 - $294.68 $105,829 - $120,818
410 Added 1.9%
21,969 $6 Million
Q3 2020

Nov 03, 2020

BUY
$230.12 - $303.91 $70,876 - $93,604
308 Added 1.45%
21,559 $5.65 Million
Q2 2020

Jul 30, 2020

SELL
$154.18 - $242.24 $6,938 - $10,900
-45 Reduced 0.21%
21,251 $4.83 Million
Q1 2020

Apr 29, 2020

SELL
$146.01 - $223.23 $420,508 - $642,902
-2,880 Reduced 11.91%
21,296 $3.55 Million
Q4 2019

Feb 27, 2020

BUY
$174.6 - $208.1 $3.35 Million - $4 Million
19,214 Added 387.22%
24,176 $4.96 Million
Q4 2019

Jan 27, 2020

SELL
$174.6 - $208.1 $3.39 Million - $4.04 Million
-19,409 Reduced 79.64%
4,962 $4.96 Million
Q3 2019

Oct 28, 2019

SELL
$177.1 - $204.87 $445,760 - $515,657
-2,517 Reduced 9.36%
24,371 $4.34 Million
Q2 2019

Aug 02, 2019

SELL
$164.15 - $195.47 $32,665 - $38,898
-199 Reduced 0.73%
26,888 $5.19 Million
Q1 2019

May 15, 2019

BUY
$131.74 - $173.37 $7,640 - $10,055
58 Added 0.21%
27,087 $4.52 Million
Q4 2018

Feb 08, 2019

SELL
$124.06 - $162.44 $45,902 - $60,102
-370 Reduced 1.35%
27,029 $3.54 Million
Q3 2018

Oct 29, 2018

BUY
$160.3 - $217.5 $2,564 - $3,480
16 Added 0.06%
27,399 $4.59 Million
Q2 2018

Aug 10, 2018

BUY
$155.1 - $202.0 $74,292 - $96,758
479 Added 1.78%
27,383 $5.33 Million
Q1 2018

May 15, 2018

BUY
$152.22 - $193.09 $194,232 - $246,382
1,276 Added 4.98%
26,904 $4.63 Million
Q4 2017

Feb 12, 2018

SELL
$168.42 - $183.03 $462,312 - $502,417
-2,745 Reduced 9.67%
25,628 $4.46 Million
Q3 2017

Nov 14, 2017

BUY
$162.87 - $173.51 $68,731 - $73,221
422 Added 1.51%
28,373 $4.86 Million
Q2 2017

Aug 14, 2017

BUY
N/A
27,951
27,951 $4.22 Million

Others Institutions Holding META

About Meta Platforms, Inc.


  • Ticker META
  • Exchange NASDAQ
  • Sector Communication Services
  • Industry Internet Content & Information
  • Shares Outstandng 2,248,669,952
  • Market Cap $1.32T
  • Description
  • Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, wearables, and in-home devices worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment's products include Facebook, which enables ...
More about META
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