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

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Visa Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 13,377 shares of V stock, worth $4.7 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
13,377
Previous 13,602 1.65%
Holding current value
$4.7 Million
Previous $4.77 Million 0.36%
% of portfolio
0.54%
Previous 0.62%

Shares

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

Jul 18, 2025
SELL
$308.27 - $373.31 $69,360 - $83,994
-225 Reduced 1.65%
13,377 $4.75 Million
Q1 2025

Apr 21, 2025
SELL
$306.92 - $362.71 $83,482 - $98,657
-272 Reduced 1.96%
13,602 $4.77 Million
Q4 2024

Jan 23, 2025
BUY
$273.87 - $320.91 $31,768 - $37,225
116 Added 0.84%
13,874 $4.38 Million
Q3 2024

Nov 12, 2024
BUY
$253.74 - $291.56 $16,239 - $18,659
64 Added 0.47%
13,758 $3.78 Million
Q2 2024

Jul 25, 2024
BUY
$262.47 - $281.5 $2,624 - $2,815
10 Added 0.07%
13,694 $3.59 Million
Q1 2024

Apr 30, 2024
SELL
$257.98 - $290.37 $70,170 - $78,980
-272 Reduced 1.95%
13,684 $3.82 Million
Q4 2023

Jan 31, 2024
SELL
$228.81 - $262.38 $5,262 - $6,034
-23 Reduced 0.16%
13,956 $3.63 Million
Q3 2023

Oct 13, 2023
BUY
$229.5 - $248.11 $72,292 - $78,154
315 Added 2.31%
13,979 $3.22 Million
Q2 2023

Jul 25, 2023
SELL
$221.03 - $237.48 $5,525 - $5,937
-25 Reduced 0.18%
13,664 $3.24 Million
Q1 2023

Apr 20, 2023
SELL
$207.4 - $231.44 $75,078 - $83,781
-362 Reduced 2.58%
13,689 $3.09 Million
Q4 2022

Feb 02, 2023
SELL
$179.14 - $217.69 $74,343 - $90,341
-415 Reduced 2.87%
14,051 $2.92 Million
Q3 2022

Oct 18, 2022
BUY
$177.28 - $217.14 $7,977 - $9,771
45 Added 0.31%
14,466 $2.57 Million
Q2 2022

Jul 25, 2022
BUY
$189.05 - $227.74 $56,525 - $68,094
299 Added 2.12%
14,421 $2.84 Million
Q1 2022

Apr 29, 2022
SELL
$190.7 - $235.42 $10,488 - $12,948
-55 Reduced 0.39%
14,122 $3.13 Million
Q4 2021

Jan 21, 2022
BUY
$190.16 - $233.88 $37,841 - $46,542
199 Added 1.42%
14,177 $3.07 Million
Q3 2021

Nov 15, 2021
BUY
$220.05 - $250.93 $122,787 - $140,018
558 Added 4.16%
13,978 $3.11 Million
Q2 2021

Jul 21, 2021
SELL
$216.86 - $237.32 $1,084 - $1,186
-5 Reduced 0.04%
13,420 $3.14 Million
Q1 2021

May 04, 2021
SELL
$193.25 - $226.15 $31,499 - $36,862
-163 Reduced 1.2%
13,425 $2.84 Million
Q4 2020

Feb 01, 2021
BUY
$180.87 - $218.73 $113,767 - $137,581
629 Added 4.85%
13,588 $2.97 Million
Q3 2020

Nov 03, 2020
BUY
$189.02 - $216.48 $62,376 - $71,438
330 Added 2.61%
12,959 $2.59 Million
Q2 2020

Jul 30, 2020
BUY
$151.85 - $200.48 $108,572 - $143,343
715 Added 6.0%
12,629 $2.44 Million
Q1 2020

Apr 29, 2020
SELL
$135.74 - $213.31 $208,360 - $327,430
-1,535 Reduced 11.41%
11,914 $1.92 Million
Q4 2019

Feb 27, 2020
BUY
$169.83 - $189.39 $1.85 Million - $2.07 Million
10,922 Added 432.21%
13,449 $2.53 Million
Q4 2019

Jan 27, 2020
SELL
$169.83 - $189.39 $1.86 Million - $2.07 Million
-10,928 Reduced 81.22%
2,527 $2.53 Million
Q3 2019

Oct 28, 2019
SELL
$168.86 - $185.74 $210,568 - $231,617
-1,247 Reduced 8.48%
13,455 $2.31 Million
Q2 2019

Aug 02, 2019
SELL
$157.26 - $173.85 $214,188 - $236,783
-1,362 Reduced 8.48%
14,702 $2.55 Million
Q1 2019

May 15, 2019
SELL
$128.13 - $156.19 $9,097 - $11,089
-71 Reduced 0.44%
16,064 $2.51 Million
Q4 2018

Feb 08, 2019
BUY
$121.73 - $150.79 $419,481 - $519,622
3,446 Added 27.16%
16,135 $2.13 Million
Q3 2018

Oct 29, 2018
BUY
$131.45 - $150.09 $28,393 - $32,419
216 Added 1.73%
12,689 $1.89 Million
Q2 2018

Aug 10, 2018
BUY
$117.7 - $136.28 $4,590 - $5,314
39 Added 0.31%
12,473 $1.64 Million
Q1 2018

May 15, 2018
BUY
$113.86 - $126.32 $89,949 - $99,792
790 Added 6.78%
12,434 $1.58 Million
Q4 2017

Feb 12, 2018
SELL
$105.31 - $114.35 $40,754 - $44,253
-387 Reduced 3.22%
11,644 $1.33 Million
Q3 2017

Nov 14, 2017
BUY
$99.49 - $106.21 $96,704 - $103,236
972 Added 8.79%
12,031 $1.27 Million
Q2 2017

Aug 14, 2017
BUY
N/A
11,059
11,059 $1.04 Million

Others Institutions Holding V

# of Institutions
4,807
Shares Held
1.46B
Call Options Held
14.1M
Put Options Held
18.2M
View Full List

About VISA INC.

V Quotes by TradingView
  • Ticker V
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 1,635,010,048
  • Market Cap $574B
  • Description
  • Visa Inc. operates as a payments technology company worldwide. The company facilitates digital payments among consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions. In...
More about V
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