Institute For Wealth Management, Llc. United Parcel Service Inc Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,136 shares of UPS stock, worth $705,147. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,136
Previous 9,659 15.77%
Holding current value
$705,147
Previous $1.06 Million 22.69%
% of portfolio
0.09%
Previous 0.14%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$91.92 - $110.2 $139,994 - $167,834
-1,523 Reduced 15.77%
8,136 $821,000
Q1 2025

Apr 21, 2025
SELL
$109.66 - $136.26 $63,054 - $78,349
-575 Reduced 5.62%
9,659 $1.06 Million
Q4 2024

Jan 23, 2025
SELL
$122.65 - $138.35 $338,881 - $382,261
-2,763 Reduced 21.26%
10,234 $1.29 Million
Q3 2024

Nov 12, 2024
SELL
$123.32 - $147.38 $34,159 - $40,824
-277 Reduced 2.09%
12,997 $1.77 Million
Q2 2024

Jul 25, 2024
BUY
$134.2 - $152.27 $44,285 - $50,249
330 Added 2.55%
13,274 $1.82 Million
Q1 2024

Apr 30, 2024
BUY
$139.08 - $161.22 $9,596 - $11,124
69 Added 0.54%
12,944 $1.92 Million
Q4 2023

Jan 31, 2024
SELL
$134.83 - $162.94 $134 - $162
-1 Reduced 0.01%
12,875 $2.02 Million
Q2 2023

Jul 25, 2023
SELL
$166.61 - $196.03 $22,325 - $26,268
-134 Reduced 1.03%
12,876 $2.31 Million
Q1 2023

Apr 20, 2023
SELL
$173.82 - $193.99 $35,806 - $39,961
-206 Reduced 1.56%
13,010 $2.52 Million
Q4 2022

Feb 02, 2023
BUY
$159.14 - $190.36 $13,526 - $16,180
85 Added 0.65%
13,216 $2.3 Million
Q3 2022

Oct 18, 2022
SELL
$161.54 - $208.05 $2,584 - $3,328
-16 Reduced 0.12%
13,131 $2.12 Million
Q2 2022

Jul 25, 2022
SELL
$167.39 - $206.64 $56,577 - $69,844
-338 Reduced 2.51%
13,147 $2.4 Million
Q1 2022

Apr 29, 2022
BUY
$194.83 - $232.11 $20,457 - $24,371
105 Added 0.78%
13,485 $2.89 Million
Q4 2021

Jan 21, 2022
BUY
$178.42 - $218.07 $6,066 - $7,414
34 Added 0.25%
13,380 $2.87 Million
Q3 2021

Nov 15, 2021
SELL
$182.1 - $214.26 $728 - $857
-4 Reduced 0.03%
13,346 $2.43 Million
Q2 2021

Jul 21, 2021
BUY
$171.28 - $217.5 $35,626 - $45,240
208 Added 1.58%
13,350 $2.78 Million
Q1 2021

May 04, 2021
BUY
$155.0 - $169.99 $141,980 - $155,710
916 Added 7.49%
13,142 $2.23 Million
Q4 2020

Feb 01, 2021
BUY
$155.78 - $176.54 $404,716 - $458,650
2,598 Added 26.98%
12,226 $2.06 Million
Q3 2020

Nov 03, 2020
BUY
$113.76 - $168.9 $34,696 - $51,514
305 Added 3.27%
9,628 $1.6 Million
Q2 2020

Jul 30, 2020
BUY
$90.0 - $111.18 $32,490 - $40,135
361 Added 4.03%
9,323 $1.04 Million
Q1 2020

Apr 29, 2020
SELL
$86.17 - $118.61 $85,566 - $117,779
-993 Reduced 9.97%
8,962 $837,000
Q4 2019

Feb 27, 2020
BUY
$112.74 - $124.3 $990,984 - $1.09 Million
8,790 Added 754.51%
9,955 $1.17 Million
Q4 2019

Jan 27, 2020
SELL
$112.74 - $124.3 $993,126 - $1.09 Million
-8,809 Reduced 88.32%
1,165 $1.17 Million
Q3 2019

Oct 28, 2019
SELL
$101.62 - $122.85 $92,575 - $111,916
-911 Reduced 8.37%
9,974 $1.2 Million
Q2 2019

Aug 02, 2019
SELL
$92.92 - $114.49 $66,437 - $81,860
-715 Reduced 6.16%
10,885 $1.12 Million
Q1 2019

May 15, 2019
BUY
$94.45 - $112.13 $1.1 Million - $1.3 Million
11,600 New
11,600 $1.3 Million
Q4 2018

Feb 08, 2019
SELL
$89.89 - $118.78 $982,228 - $1.3 Million
-10,927 Closed
0 $0
Q3 2018

Oct 29, 2018
BUY
$105.76 - $124.66 $13,325 - $15,707
126 Added 1.17%
10,927 $1.28 Million
Q2 2018

Aug 10, 2018
SELL
$103.84 - $118.34 $207 - $236
-2 Reduced 0.02%
10,801 $1.15 Million
Q1 2018

May 15, 2018
SELL
$101.66 - $134.09 $64,655 - $85,281
-636 Reduced 5.56%
10,803 $1.22 Million
Q4 2017

Feb 12, 2018
BUY
$112.55 - $123.72 $102,983 - $113,203
915 Added 8.69%
11,439 $1.36 Million
Q3 2017

Nov 14, 2017
BUY
$110.17 - $120.09 $5,728 - $6,244
52 Added 0.5%
10,524 $1.26 Million
Q2 2017

Aug 14, 2017
BUY
N/A
10,472
10,472 $1.15 Million

Others Institutions Holding UPS

# of Institutions
2,490
Shares Held
497M
Call Options Held
14.9M
Put Options Held
13.9M
View Full List

About UNITED PARCEL SERVICE INC

UPS Quotes by TradingView
  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $63.2B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
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