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

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Tesla, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 26,237 shares of TSLA stock, worth $11.5 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
26,237
Previous 26,867 2.34%
Holding current value
$11.5 Million
Previous $8.53 Million 36.72%
% of portfolio
1.26%
Previous 0.98%

Shares

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

Oct 17, 2025
SELL
$293.94 - $444.72 $185,182 - $280,173
-630 Reduced 2.34%
26,237 $11.7 Million
Q2 2025

Jul 18, 2025
SELL
$221.86 - $362.89 $60,345 - $98,706
-272 Reduced 1.0%
26,867 $8.53 Million
Q1 2025

Apr 21, 2025
SELL
$222.15 - $428.22 $5,553 - $10,705
-25 Reduced 0.09%
27,139 $7.03 Million
Q4 2024

Jan 23, 2025
SELL
$213.65 - $479.86 $119,216 - $267,761
-558 Reduced 2.01%
27,164 $11 Million
Q3 2024

Nov 12, 2024
SELL
$191.76 - $263.26 $197,512 - $271,157
-1,030 Reduced 3.58%
27,722 $7.25 Million
Q2 2024

Jul 25, 2024
BUY
$142.05 - $197.88 $593,058 - $826,149
4,175 Added 16.99%
28,752 $5.69 Million
Q1 2024

Apr 30, 2024
BUY
$162.5 - $248.42 $122,200 - $186,811
752 Added 3.16%
24,577 $4.32 Million
Q4 2023

Jan 31, 2024
SELL
$197.36 - $263.62 $61,773 - $82,513
-313 Reduced 1.3%
23,825 $5.92 Million
Q3 2023

Oct 13, 2023
SELL
$215.49 - $293.34 $232,729 - $316,807
-1,080 Reduced 4.28%
24,138 $6.04 Million
Q2 2023

Jul 25, 2023
BUY
$153.75 - $274.45 $244,001 - $435,552
1,587 Added 6.72%
25,218 $6.6 Million
Q1 2023

Apr 20, 2023
SELL
$108.1 - $214.24 $6,269 - $12,425
-58 Reduced 0.24%
23,631 $4.9 Million
Q4 2022

Feb 02, 2023
SELL
$109.1 - $249.44 $133,211 - $304,566
-1,221 Reduced 4.9%
23,689 $2.92 Million
Q3 2022

Oct 18, 2022
BUY
$265.25 - $927.96 $4.39 Million - $15.4 Million
16,562 Added 198.39%
24,910 $6.61 Million
Q2 2022

Jul 25, 2022
SELL
$628.16 - $1145.45 $96,736 - $176,399
-154 Reduced 1.81%
8,348 $5.62 Million
Q1 2022

Apr 29, 2022
SELL
$764.04 - $1199.78 $165,032 - $259,152
-216 Reduced 2.48%
8,502 $9.16 Million
Q4 2021

Jan 21, 2022
SELL
$775.22 - $1229.91 $20,930 - $33,207
-27 Reduced 0.31%
8,718 $9.21 Million
Q3 2021

Nov 15, 2021
BUY
$643.38 - $791.36 $25,735 - $31,654
40 Added 0.46%
8,745 $6.78 Million
Q2 2021

Jul 21, 2021
SELL
$563.46 - $762.32 $40,005 - $54,124
-71 Reduced 0.81%
8,705 $5.92 Million
Q1 2021

May 04, 2021
SELL
$563.0 - $883.09 $13,512 - $21,194
-24 Reduced 0.27%
8,776 $5.86 Million
Q4 2020

Feb 01, 2021
SELL
$388.04 - $705.67 $34,535 - $62,804
-89 Reduced 1.0%
8,800 $6.21 Million
Q3 2020

Nov 03, 2020
BUY
$223.93 - $498.32 $1.55 Million - $3.45 Million
6,923 Added 352.14%
8,889 $3.81 Million
Q2 2020

Jul 30, 2020
BUY
$90.89 - $215.96 $18,723 - $44,487
206 Added 11.7%
1,966 $2.12 Million
Q1 2020

Apr 29, 2020
SELL
$72.24 - $183.48 $4,551 - $11,559
-63 Reduced 3.46%
1,760 $922,000
Q4 2019

Feb 27, 2020
BUY
$46.29 - $86.19 $49,067 - $91,361
1,060 Added 138.93%
1,823 $763,000
Q4 2019

Jan 27, 2020
SELL
$46.29 - $86.19 $55,964 - $104,203
-1,209 Reduced 61.31%
763 $763,000
Q3 2019

Oct 28, 2019
SELL
$42.28 - $52.98 $84 - $105
-2 Reduced 0.1%
1,972 $475,000
Q2 2019

Aug 02, 2019
SELL
$35.79 - $58.36 $29,848 - $48,672
-834 Reduced 29.7%
1,974 $441,000
Q1 2019

May 15, 2019
SELL
$52.08 - $69.46 $4,166 - $5,556
-80 Reduced 2.77%
2,808 $786,000
Q4 2018

Feb 08, 2019
BUY
$50.11 - $75.36 $144,717 - $217,639
2,888 New
2,888 $961,000
Q1 2018

May 15, 2018
SELL
$51.56 - $71.48 $145,089 - $201,144
-2,814 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
$59.85 - $71.93 $168,417 - $202,411
2,814 New
2,814 $879,000
Q3 2017

Nov 14, 2017
SELL
$63.91 - $77.0 $160,478 - $193,347
-2,511 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
2,511
2,511 $906,000

Others Institutions Holding TSLA

# of Institutions
4,572
Shares Held
1.55B
Call Options Held
230M
Put Options Held
291M
View Full List

About Tesla, Inc.

TSLA Quotes by TradingView
  • Ticker TSLA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Auto Manufacturers
  • Shares Outstandng 3,157,750,016
  • Market Cap $1.39T
  • Description
  • Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory ...
More about TSLA
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