Institute For Wealth Management, Llc. Msci Inc. Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Msci Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,555 shares of MSCI stock, worth $923,452. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,555

Previous 1,384 12.36%

Holding current value

$923,452

Previous $666,000 36.04%

% of portfolio

0.12%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$479.31 - $584.91 $81,962 - $100,019	171 Added 12.36%	1,555 $906,000
Q2 2024 Jul 25, 2024	BUY	$446.0 - $554.83 $103,472 - $128,720	232 Added 20.14%	1,384 $666,000
Q1 2024 Apr 30, 2024	SELL	$538.05 - $604.3 $3,228 - $3,625	-6 Reduced 0.52%	1,152 $645,000
Q4 2023 Jan 31, 2024	SELL	$471.55 - $570.6 $4,243 - $5,135	-9 Reduced 0.77%	1,158 $655,000
Q3 2023 Oct 13, 2023	BUY	$469.46 - $557.25 $469 - $557	1 Added 0.09%	1,167 $598,000
Q2 2023 Jul 25, 2023	SELL	$456.98 - $557.37 $92,309 - $112,588	-202 Reduced 14.77%	1,166 $547,000
Q1 2023 Apr 20, 2023	SELL	$459.12 - $568.44 $11,937 - $14,779	-26 Reduced 1.87%	1,368 $765,000
Q4 2022 Feb 02, 2023	BUY	$388.72 - $521.76 $38,094 - $51,132	98 Added 7.56%	1,394 $648,000
Q3 2022 Oct 18, 2022	BUY	$410.11 - $512.12 $29,527 - $36,872	72 Added 5.88%	1,296 $547,000
Q2 2022 Jul 25, 2022	BUY	$379.08 - $519.51 $9,477 - $12,987	25 Added 2.09%	1,224 $504,000
Q1 2022 Apr 29, 2022	BUY	$456.63 - $595.58 $13,698 - $17,867	30 Added 2.57%	1,199 $603,000
Q4 2021 Jan 21, 2022	SELL	$579.3 - $675.15 $20,854 - $24,305	-36 Reduced 2.99%	1,169 $716,000
Q3 2021 Nov 15, 2021	BUY	$534.03 - $661.37 $95,057 - $117,723	178 Added 17.33%	1,205 $733,000
Q2 2021 Jul 21, 2021	BUY	$428.55 - $542.17 $37,712 - $47,710	88 Added 9.37%	1,027 $547,000
Q1 2021 May 04, 2021	BUY	$393.34 - $453.19 $50,347 - $58,008	128 Added 15.78%	939 $394,000
Q4 2020 Feb 01, 2021	BUY	$340.68 - $446.53 $276,291 - $362,135	811 New	811 $362,000

Others Institutions Holding MSCI

# of Institutions

1,078

Shares Held

68.6M

Call Options Held

121K

Put Options Held

189K

View Full List

About MSCI Inc.

Ticker MSCI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 79,958,200
Market Cap $47.5B
Description
MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other ? Private Assets. The Index segment provides indexes for use in various areas of the investment process, includin...

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Institute For Wealth Management, Llc. Msci Inc. Transaction History