A detailed history of Institute For Wealth Management, Llc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,876 shares of WTRG stock, worth $429,928. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,876
Previous 10,881 0.05%
Holding current value
$429,928
Previous $406,000 3.2%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2024

SELL
$36.74 - $41.49 $183 - $207
-5 Reduced 0.05%
10,876 $419,000
Q1 2024

Apr 30, 2024

BUY
$34.18 - $38.66 $1,743 - $1,971
51 Added 0.47%
10,881 $403,000
Q4 2023

Jan 31, 2024

SELL
$32.59 - $37.64 $11,243 - $12,985
-345 Reduced 3.09%
10,830 $404,000
Q3 2023

Oct 13, 2023

SELL
$34.04 - $43.1 $3,914 - $4,956
-115 Reduced 1.02%
11,175 $383,000
Q1 2023

Apr 20, 2023

SELL
$40.65 - $49.0 $26,422 - $31,850
-650 Reduced 5.44%
11,290 $492,000
Q4 2022

Feb 02, 2023

SELL
$39.73 - $48.74 $15,891 - $19,496
-400 Reduced 3.24%
11,940 $569,000
Q4 2021

Jan 21, 2022

SELL
$46.24 - $53.69 $9,248 - $10,738
-200 Reduced 1.59%
12,340 $663,000
Q3 2020

Nov 03, 2020

BUY
$38.53 - $47.81 $11,559 - $14,343
300 Added 2.45%
12,540 $505,000
Q2 2020

Jul 30, 2020

BUY
$38.5 - $46.61 $3,850 - $4,661
100 Added 0.82%
12,240 $517,000
Q1 2020

Apr 29, 2020

BUY
$32.65 - $54.07 $396,371 - $656,409
12,140 New
12,140 $494,000

Others Institutions Holding WTRG

About Essential Utilities, Inc.


  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $10.4B
  • Description
  • Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...
More about WTRG
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