A detailed history of Institute For Wealth Management, Llc. transactions in Block, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 22,841 shares of SQ stock, worth $1.93 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
22,841
Previous 23,138 1.28%
Holding current value
$1.93 Million
Previous $1.49 Million 2.75%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Nov 12, 2024

SELL
$57.21 - $72.07 $16,991 - $21,404
-297 Reduced 1.28%
22,841 $1.53 Million
Q2 2024

Jul 25, 2024

BUY
$61.9 - $81.46 $26,183 - $34,457
423 Added 1.86%
23,138 $1.49 Million
Q1 2024

Apr 30, 2024

SELL
$62.57 - $85.72 $22,587 - $30,944
-361 Reduced 1.56%
22,715 $1.92 Million
Q4 2023

Jan 31, 2024

BUY
$39.22 - $79.6 $69,968 - $142,006
1,784 Added 8.38%
23,076 $1.78 Million
Q2 2023

Jul 25, 2023

BUY
$55.54 - $68.84 $2,443 - $3,028
44 Added 0.21%
21,292 $1.42 Million
Q1 2023

Apr 20, 2023

SELL
$60.68 - $88.41 $53,883 - $78,508
-888 Reduced 4.01%
21,248 $1.46 Million
Q4 2022

Feb 02, 2023

SELL
$51.51 - $73.38 $188,732 - $268,864
-3,664 Reduced 14.2%
22,136 $1.39 Million
Q3 2022

Oct 18, 2022

BUY
$54.14 - $89.7 $31,671 - $52,474
585 Added 2.32%
25,800 $1.42 Million
Q2 2022

Jul 25, 2022

BUY
$57.51 - $145.19 $6,728 - $16,987
117 Added 0.47%
25,215 $1.55 Million
Q1 2022

Apr 29, 2022

BUY
$88.72 - $164.03 $556,096 - $1.03 Million
6,268 Added 33.29%
25,098 $3.4 Million
Q4 2021

Jan 21, 2022

BUY
$158.3 - $265.08 $102,103 - $170,976
645 Added 3.55%
18,830 $3.04 Million
Q3 2021

Nov 15, 2021

BUY
$233.69 - $281.81 $22,434 - $27,053
96 Added 0.53%
18,185 $4.36 Million
Q2 2021

Jul 21, 2021

BUY
$197.13 - $273.23 $178,796 - $247,819
907 Added 5.28%
18,089 $4.41 Million
Q1 2021

May 04, 2021

BUY
$201.87 - $276.57 $53,091 - $72,737
263 Added 1.55%
17,182 $3.9 Million
Q4 2020

Feb 01, 2021

SELL
$154.88 - $241.58 $60,248 - $93,974
-389 Reduced 2.25%
16,919 $3.68 Million
Q3 2020

Nov 03, 2020

BUY
$113.39 - $166.66 $97,968 - $143,994
864 Added 5.25%
17,308 $2.81 Million
Q2 2020

Jul 30, 2020

BUY
$43.72 - $104.94 $15,433 - $37,043
353 Added 2.19%
16,444 $1.73 Million
Q1 2020

Apr 29, 2020

BUY
$38.09 - $85.7 $135,828 - $305,606
3,566 Added 28.47%
16,091 $843,000
Q4 2019

Feb 27, 2020

BUY
$58.36 - $69.65 $685,204 - $817,760
11,741 Added 1497.58%
12,525 $784,000
Q4 2019

Jan 27, 2020

SELL
$58.36 - $69.65 $733,526 - $875,430
-12,569 Reduced 94.13%
784 $784,000
Q3 2019

Oct 28, 2019

SELL
$56.76 - $82.28 $33,885 - $49,121
-597 Reduced 4.28%
13,353 $827,000
Q2 2019

Aug 02, 2019

SELL
$60.62 - $77.05 $104,751 - $133,142
-1,728 Reduced 11.02%
13,950 $1.01 Million
Q1 2019

May 15, 2019

BUY
$52.42 - $81.24 $821,840 - $1.27 Million
15,678 New
15,678 $1.17 Million

Others Institutions Holding SQ

About Block, Inc.


  • Ticker SQ
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 529,536,000
  • Market Cap $44.6B
  • Description
  • Block, Inc., together with its subsidiaries, creates tools that enables sellers to accept card payments and provides reporting and analytics, and next-day settlement. It provides hardware products, including Magstripe reader, which enables swiped transactions of magnetic stripe cards; Contactless and chip reader that accepts Europay, MasterCard,...
More about SQ
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