Institute For Wealth Management, Llc. Trade Desk, Inc. Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Trade Desk, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 17,130 shares of TTD stock, worth $1.45 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

17,130

Previous 17,130 -0.0%

Holding current value

$1.45 Million

Previous $937,000 31.59%

% of portfolio

0.14%

Previous 0.12%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$53.59 - $126.58 $268,325 - $633,786	5,007 Added 41.3%	17,130 $937,000
Q4 2024 Jan 23, 2025	SELL	$108.7 - $139.51 $7,935 - $10,184	-73 Reduced 0.6%	12,123 $1.42 Million
Q3 2024 Nov 12, 2024	SELL	$83.08 - $110.79 $9,886 - $13,184	-119 Reduced 0.97%	12,196 $1.34 Million
Q2 2024 Jul 25, 2024	SELL	$77.3 - $99.25 $10,049 - $12,902	-130 Reduced 1.04%	12,315 $1.2 Million
Q1 2024 Apr 30, 2024	BUY	$63.76 - $88.93 $145,436 - $202,849	2,281 Added 22.44%	12,445 $1.09 Million
Q4 2023 Jan 31, 2024	SELL	$63.46 - $85.16 $2,030 - $2,725	-32 Reduced 0.31%	10,164 $731,000
Q3 2023 Oct 13, 2023	SELL	$71.19 - $91.26 $2,135 - $2,737	-30 Reduced 0.29%	10,196 $796,000
Q2 2023 Jul 25, 2023	SELL	$58.64 - $78.25 $22,752 - $30,361	-388 Reduced 3.66%	10,226 $789,000
Q1 2023 Apr 20, 2023	SELL	$42.29 - $66.3 $30,956 - $48,531	-732 Reduced 6.45%	10,614 $646,000
Q4 2022 Feb 02, 2023	SELL	$39.89 - $63.66 $167,139 - $266,735	-4,190 Reduced 26.97%	11,346 $508,000
Q3 2022 Oct 18, 2022	BUY	$41.21 - $75.41 $62,886 - $115,075	1,526 Added 10.89%	15,536 $928,000
Q2 2022 Jul 25, 2022	BUY	$41.89 - $75.22 $23,039 - $41,371	550 Added 4.09%	14,010 $587,000
Q1 2022 Apr 29, 2022	SELL	$52.48 - $90.11 $25,557 - $43,883	-487 Reduced 3.49%	13,460 $932,000
Q4 2021 Jan 21, 2022	SELL	$66.03 - $111.64 $8,517 - $14,401	-129 Reduced 0.92%	13,947 $1.28 Million
Q3 2021 Nov 15, 2021	BUY	$67.81 - $87.53 $13,290 - $17,155	196 Added 1.41%	14,076 $990,000
Q2 2021 Jul 21, 2021	BUY	$48.96 - $79.97 $620,176 - $1.01 Million	12,667 Added 1044.27%	13,880 $1.07 Million
Q1 2021 May 04, 2021	BUY	$61.26 - $90.33 $1,408 - $2,077	23 Added 1.93%	1,213 $790,000
Q4 2020 Feb 01, 2021	SELL	$55.52 - $97.11 $277 - $485	-5 Reduced 0.42%	1,190 $953,000
Q3 2020 Nov 03, 2020	SELL	$41.86 - $51.88 $3,348 - $4,150	-80 Reduced 6.27%	1,195 $620,000
Q1 2020 Apr 29, 2020	SELL	$14.44 - $31.54 $1,949 - $4,257	-135 Reduced 9.57%	1,275 $246,000
Q4 2019 Feb 27, 2020	BUY	$18.36 - $27.35 $19,167 - $28,553	1,044 Added 285.25%	1,410 $366,000
Q4 2019 Jan 27, 2020	SELL	$18.36 - $27.35 $24,694 - $36,785	-1,345 Reduced 78.61%	366 $366,000
Q3 2019 Oct 28, 2019	SELL	$18.48 - $27.86 $166 - $250	-9 Reduced 0.52%	1,711 $321,000
Q2 2019 Aug 02, 2019	BUY	$17.68 - $25.13 $7,849 - $11,157	444 Added 34.8%	1,720 $392,000
Q1 2019 May 15, 2019	BUY	$10.96 - $21.36 $13,984 - $27,255	1,276 New	1,276 $253,000

Others Institutions Holding TTD

# of Institutions

1,228

Shares Held

340M

Call Options Held

15.4M

Put Options Held

15.9M

View Full List

About Trade Desk, Inc.

Ticker TTD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 444,020,992
Market Cap $37.5B
Description
Trade Desk, Inc. operates as a technology company in the United States and internationally. The company operates a self-service cloud-based platform that allows buyers to create, manage, and optimize data-driven digital advertising campaigns across various ad formats and channels, including display, video, audio, native, and social on various de...

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Institute For Wealth Management, Llc. Trade Desk, Inc. Transaction History