A detailed history of Institute For Wealth Management, Llc. transactions in Ulta Beauty, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,064 shares of ULTA stock, worth $388,540. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,064
Previous 1,118 4.83%
Holding current value
$388,540
Previous $431,000 3.94%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$320.55 - $412.94 $17,309 - $22,298
-54 Reduced 4.83%
1,064 $414,000
Q2 2024

Jul 25, 2024

BUY
$376.14 - $529.01 $752 - $1,058
2 Added 0.18%
1,118 $431,000
Q1 2023

Apr 20, 2023

BUY
$471.63 - $545.67 $6,131 - $7,093
13 Added 1.18%
1,116 $608,000
Q4 2022

Feb 02, 2023

BUY
$381.59 - $481.65 $7,631 - $9,633
20 Added 1.85%
1,103 $517,000
Q3 2022

Oct 18, 2022

BUY
$372.35 - $446.14 $1,489 - $1,784
4 Added 0.37%
1,083 $434,000
Q1 2021

May 04, 2021

BUY
$279.76 - $347.5 $9,232 - $11,467
33 Added 3.15%
1,079 $334,000
Q2 2020

Jul 30, 2020

BUY
$156.74 - $254.57 $163,950 - $266,280
1,046 New
1,046 $213,000
Q1 2020

Apr 29, 2020

SELL
$128.52 - $301.34 $134,431 - $315,201
-1,046 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$228.49 - $265.99 $178,450 - $207,738
781 Added 294.72%
1,046 $265,000
Q4 2019

Jan 27, 2020

SELL
$228.49 - $265.99 $178,450 - $207,738
-781 Reduced 74.67%
265 $265,000
Q2 2019

Aug 02, 2019

SELL
$322.07 - $358.34 $2,254 - $2,508
-7 Reduced 0.66%
1,046 $363,000
Q1 2019

May 15, 2019

BUY
$243.36 - $348.73 $4,137 - $5,928
17 Added 1.64%
1,053 $367,000
Q4 2018

Feb 08, 2019

BUY
$229.06 - $314.25 $237,306 - $325,563
1,036 New
1,036 $254,000
Q1 2018

May 15, 2018

SELL
$194.0 - $245.12 $210,878 - $266,445
-1,087 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$190.16 - $228.57 $206,703 - $248,455
1,087 New
1,087 $243,000
Q3 2017

Nov 14, 2017

SELL
$207.75 - $255.27 $225,201 - $276,712
-1,084 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
1,084
1,084 $309,000

Others Institutions Holding ULTA

About Ulta Beauty, Inc.


  • Ticker ULTA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Specialty Retail
  • Shares Outstandng 51,221,500
  • Market Cap $18.7B
  • Description
  • Ulta Beauty, Inc. operates as a retailer of beauty products in the United States. The company's stores offer cosmetics, fragrances, skincare and haircare products, bath and body products, and salon styling tools; professional hair products; salon services, including hair, skin, makeup, and brow services; and nail services. It also provides its p...
More about ULTA
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