Institute For Wealth Management, Llc. Shell PLC Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$23.93 - $31.98 $146,547 - $195,845	-6,124 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$28.36 - $36.98 $173,676 - $226,465	6,124 New	6,124 $200,000
Q1 2020 Apr 29, 2020	SELL	$20.14 - $55.75 $98,847 - $273,621	-4,908 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$50.81 - $54.48 $234,691 - $251,643	4,619 Added 1598.27%	4,908 $289,000
Q4 2019 Jan 27, 2020	SELL	$50.81 - $54.48 $229,203 - $245,759	-4,511 Reduced 93.98%	289 $289,000
Q3 2019 Oct 28, 2019	BUY	$49.47 - $57.87 $2,621 - $3,067	53 Added 1.12%	4,800 $282,000
Q2 2019 Aug 02, 2019	BUY	$54.29 - $58.43 $257,714 - $277,367	4,747 New	4,747 $309,000
Q1 2019 May 15, 2019	SELL	$50.37 - $56.25 $244,445 - $272,981	-4,853 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$47.66 - $58.81 $231,293 - $285,404	4,853 New	4,853 $283,000
Q3 2017 Nov 14, 2017	SELL	N/A	-6,351 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	6,351	6,351 $333,000

Others Institutions Holding RDS-A

# of Institutions

3

Shares Held

15.3K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-A
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

More about RDS-A

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.