Institute For Wealth Management, Llc. Proshares Ultra S&P 500 Transaction History

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Proshares Ultra S&P 500 stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,975 shares of SSO stock, worth $285,362. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,975
Previous 3,094 3.85%
Holding current value
$285,362
Previous $255,000 5.1%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$73.92 - $90.17 $8,796 - $10,730
-119 Reduced 3.85%
2,975 $268,000
Q4 2023

Jan 31, 2024
BUY
$48.93 - $65.42 $151,389 - $202,409
3,094 New
3,094 $201,000
Q1 2023

Apr 20, 2023
SELL
$43.7 - $52.39 $1.63 Million - $1.95 Million
-37,254 Reduced 90.26%
4,022 $201,000
Q4 2022

Feb 02, 2023
SELL
$39.42 - $50.62 $46,081 - $59,174
-1,169 Reduced 2.75%
41,276 $1.83 Million
Q3 2022

Oct 18, 2022
SELL
$39.72 - $57.79 $12,154 - $17,683
-306 Reduced 0.72%
42,445 $1.69 Million
Q2 2022

Jul 25, 2022
SELL
$42.28 - $67.05 $15,855 - $25,143
-375 Reduced 0.87%
42,751 $1.92 Million
Q1 2022

Apr 29, 2022
BUY
$55.62 - $74.05 $1.18 Million - $1.58 Million
21,271 Added 97.33%
43,126 $2.83 Million
Q4 2021

Jan 21, 2022
SELL
$59.77 - $74.03 $12,551 - $15,546
-210 Reduced 0.95%
21,855 $3.2 Million
Q3 2021

Nov 15, 2021
SELL
$58.7 - $66.58 $11,681 - $13,249
-199 Reduced 0.89%
22,065 $2.64 Million
Q2 2021

Jul 21, 2021
SELL
$52.23 - $59.67 $4,178 - $4,773
-80 Reduced 0.36%
22,264 $2.66 Million
Q1 2021

May 04, 2021
SELL
$44.43 - $51.16 $376,944 - $434,041
-8,484 Reduced 27.52%
22,344 $2.29 Million
Q4 2020

Feb 01, 2021
BUY
$34.76 - $45.68 $10,532 - $13,841
303 Added 0.99%
30,828 $2.82 Million
Q3 2020

Nov 03, 2020
BUY
$31.67 - $41.83 $374,466 - $494,597
11,824 Added 63.23%
30,525 $2.24 Million
Q2 2020

Jul 30, 2020
BUY
$20.23 - $34.28 $101,109 - $171,331
4,998 Added 36.47%
18,701 $2.34 Million
Q1 2020

Apr 29, 2020
SELL
$16.85 - $41.43 $30,228 - $74,325
-1,794 Reduced 11.58%
13,703 $1.22 Million
Q4 2019

Feb 27, 2020
BUY
$30.25 - $37.96 $398,059 - $499,515
13,159 Added 562.83%
15,497 $2.34 Million
Q4 2019

Jan 27, 2020
SELL
$30.25 - $37.96 $398,059 - $499,515
-13,159 Reduced 84.91%
2,338 $2.34 Million
Q3 2019

Oct 28, 2019
SELL
$31.82 - $32.86 $15,910 - $16,430
-500 Reduced 3.13%
15,497 $1.99 Million
Q2 2019

Aug 02, 2019
BUY
N/A
139 Added 0.88%
15,997 $2.02 Million
Q1 2019

May 15, 2019
SELL
N/A
-1,754 Reduced 9.96%
15,858 $1.87 Million
Q4 2018

Feb 08, 2019
BUY
N/A
1,440 Added 8.9%
17,612 $1.64 Million
Q3 2018

Oct 29, 2018
BUY
N/A
450 Added 2.86%
16,172 $2.05 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-558 Reduced 3.43%
15,722 $1.75 Million
Q1 2018

May 15, 2018
SELL
N/A
-1,918 Reduced 10.54%
16,280 $1.72 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-625 Reduced 3.32%
18,198 $1.99 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-245 Reduced 1.28%
18,823 $1.83 Million
Q2 2017

Aug 14, 2017
BUY
N/A
19,068
19,068 $1.71 Million

Others Institutions Holding SSO

# of Institutions
248
Shares Held
10.8M
Call Options Held
755K
Put Options Held
657K
View Full List

About PROSHARES ULTRA S&P 500

SSO Quotes by TradingView
  • Ticker SSO
  • Sector ETFs
  • Industry ETFs
More about SSO
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