Institute For Wealth Management, Llc. Microsoft Corp Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Microsoft Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 48,168 shares of MSFT stock, worth $24.4 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
48,168
Previous 48,821 1.34%
Holding current value
$24.4 Million
Previous $24.3 Million 2.73%
% of portfolio
2.68%
Previous 2.78%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$491.09 - $535.64 $320,681 - $349,772
-653 Reduced 1.34%
48,168 $24.9 Million
Q2 2025

Jul 18, 2025
SELL
$354.56 - $497.45 $424,762 - $595,945
-1,198 Reduced 2.4%
48,821 $24.3 Million
Q1 2025

Apr 21, 2025
SELL
$375.39 - $447.2 $128,383 - $152,942
-342 Reduced 0.68%
50,019 $18.8 Million
Q4 2024

Jan 23, 2025
SELL
$406.35 - $454.46 $92,241 - $103,162
-227 Reduced 0.45%
50,361 $21.2 Million
Q3 2024

Nov 12, 2024
SELL
$395.15 - $467.56 $117,754 - $139,332
-298 Reduced 0.59%
50,588 $21.8 Million
Q2 2024

Jul 25, 2024
BUY
$389.33 - $452.85 $1.97 Million - $2.3 Million
5,068 Added 11.06%
50,886 $22.7 Million
Q1 2024

Apr 30, 2024
BUY
$367.75 - $429.37 $143,054 - $167,024
389 Added 0.86%
45,818 $19.3 Million
Q4 2023

Jan 31, 2024
SELL
$313.39 - $382.7 $1.13 Million - $1.38 Million
-3,606 Reduced 7.35%
45,429 $17.1 Million
Q3 2023

Oct 13, 2023
BUY
$312.14 - $359.49 $19,352 - $22,288
62 Added 0.13%
49,035 $15.5 Million
Q2 2023

Jul 25, 2023
SELL
$275.42 - $348.1 $332,431 - $420,156
-1,207 Reduced 2.41%
48,973 $16.7 Million
Q1 2023

Apr 20, 2023
SELL
$222.31 - $288.3 $73,362 - $95,139
-330 Reduced 0.65%
50,180 $14.5 Million
Q4 2022

Feb 02, 2023
SELL
$214.25 - $257.22 $330,159 - $396,376
-1,541 Reduced 2.96%
50,510 $12.1 Million
Q3 2022

Oct 18, 2022
BUY
$232.9 - $293.47 $21,659 - $27,292
93 Added 0.18%
52,051 $12.1 Million
Q2 2022

Jul 25, 2022
SELL
$242.26 - $314.97 $473,133 - $615,136
-1,953 Reduced 3.62%
51,958 $13.3 Million
Q1 2022

Apr 29, 2022
BUY
$275.85 - $334.75 $308,400 - $374,250
1,118 Added 2.12%
53,911 $16.6 Million
Q4 2021

Jan 21, 2022
SELL
$283.11 - $343.11 $75,590 - $91,610
-267 Reduced 0.5%
52,793 $17.8 Million
Q3 2021

Nov 15, 2021
SELL
$271.6 - $305.22 $493,768 - $554,889
-1,818 Reduced 3.31%
53,060 $15 Million
Q2 2021

Jul 21, 2021
BUY
$239.0 - $271.4 $104,921 - $119,144
439 Added 0.81%
54,878 $14.9 Million
Q1 2021

May 04, 2021
SELL
$212.25 - $244.99 $343,420 - $396,393
-1,618 Reduced 2.89%
54,439 $12.8 Million
Q4 2020

Feb 01, 2021
BUY
$202.33 - $224.96 $79,920 - $88,859
395 Added 0.71%
56,057 $12.5 Million
Q3 2020

Nov 03, 2020
SELL
$200.39 - $231.65 $69,735 - $80,614
-348 Reduced 0.62%
55,662 $11.7 Million
Q2 2020

Jul 30, 2020
BUY
$152.11 - $203.51 $143,287 - $191,706
942 Added 1.71%
56,010 $11.4 Million
Q1 2020

Apr 29, 2020
SELL
$135.42 - $188.7 $444,719 - $619,690
-3,284 Reduced 5.63%
55,068 $8.69 Million
Q4 2019

Feb 27, 2020
BUY
$134.65 - $158.96 $6.62 Million - $7.81 Million
49,150 Added 534.12%
58,352 $9.2 Million
Q4 2019

Jan 27, 2020
SELL
$134.65 - $158.96 $7.18 Million - $8.48 Million
-53,337 Reduced 85.29%
9,202 $9.2 Million
Q3 2019

Oct 28, 2019
SELL
$132.21 - $141.34 $938,029 - $1 Million
-7,095 Reduced 10.19%
62,539 $8.7 Million
Q2 2019

Aug 02, 2019
SELL
$119.02 - $137.78 $538,684 - $623,592
-4,526 Reduced 6.1%
69,634 $9.33 Million
Q1 2019

May 15, 2019
BUY
$97.4 - $120.22 $7.22 Million - $8.92 Million
74,160 New
74,160 $8.75 Million
Q4 2018

Feb 08, 2019
SELL
$94.13 - $115.61 $7.33 Million - $9 Million
-77,819 Closed
0 $0
Q3 2018

Oct 29, 2018
BUY
$99.05 - $114.67 $30,012 - $34,745
303 Added 0.39%
77,819 $8.86 Million
Q2 2018

Aug 10, 2018
BUY
$88.52 - $102.49 $38,771 - $44,890
438 Added 0.57%
77,516 $7.66 Million
Q1 2018

May 15, 2018
SELL
$85.01 - $96.77 $17,342 - $19,741
-204 Reduced 0.26%
77,078 $7.2 Million
Q4 2017

Feb 12, 2018
SELL
$74.26 - $86.85 $582,049 - $680,730
-7,838 Reduced 9.21%
77,282 $6.61 Million
Q3 2017

Nov 14, 2017
BUY
$71.41 - $75.44 $319,631 - $337,669
4,476 Added 5.55%
85,120 $6.34 Million
Q2 2017

Aug 14, 2017
BUY
N/A
80,644
80,644 $5.57 Million

Others Institutions Holding MSFT

# of Institutions
6,778
Shares Held
5.98B
Call Options Held
90.2M
Put Options Held
81.3M
View Full List

About MICROSOFT CORP

MSFT Quotes by TradingView
  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.78T
  • Description
  • Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...
More about MSFT
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