Institute For Wealth Management, Llc. Select Sector Spdr Fd Material Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,500 shares of XLB stock, worth $471,845. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,500
Previous 5,500 -0.0%
Holding current value
$471,845
Previous $530,000 12.83%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 12, 2024
BUY
$86.95 - $97.09 $521 - $582
6 Added 0.11%
5,500 $530,000
Q2 2024

Jul 25, 2024
SELL
$88.28 - $93.06 $1,942 - $2,047
-22 Reduced 0.4%
5,494 $485,000
Q4 2023

Jan 31, 2024
SELL
$74.46 - $86.21 $24,050 - $27,845
-323 Reduced 5.53%
5,516 $471,000
Q2 2023

Jul 25, 2023
BUY
$75.02 - $82.87 $15,454 - $17,071
206 Added 3.66%
5,839 $483,000
Q4 2022

Feb 02, 2023
BUY
$68.18 - $83.76 $5,113 - $6,282
75 Added 1.35%
5,633 $437,000
Q3 2022

Oct 18, 2022
BUY
$67.32 - $81.52 $24,908 - $30,162
370 Added 7.13%
5,558 $378,000
Q1 2022

Apr 29, 2022
SELL
$79.77 - $90.53 $187,140 - $212,383
-2,346 Reduced 31.14%
5,188 $457,000
Q4 2021

Jan 21, 2022
SELL
$80.02 - $90.61 $11,202 - $12,685
-140 Reduced 1.82%
7,534 $683,000
Q3 2021

Nov 15, 2021
SELL
$79.11 - $86.51 $28,875 - $31,576
-365 Reduced 4.54%
7,674 $607,000
Q2 2021

Jul 21, 2021
BUY
$79.26 - $88.68 $23,064 - $25,805
291 Added 3.76%
8,039 $662,000
Q1 2021

May 04, 2021
BUY
$70.64 - $79.69 $11,090 - $12,511
157 Added 2.07%
7,748 $611,000
Q4 2020

Feb 01, 2021
BUY
$61.94 - $72.39 $13,998 - $16,360
226 Added 3.07%
7,591 $550,000
Q3 2020

Nov 03, 2020
SELL
$56.47 - $66.87 $9,938 - $11,769
-176 Reduced 2.33%
7,365 $469,000
Q2 2020

Jul 30, 2020
BUY
$42.61 - $59.91 $43,036 - $60,509
1,010 Added 15.46%
7,541 $425,000
Q1 2020

Apr 29, 2020
SELL
$38.35 - $61.14 $70,640 - $112,619
-1,842 Reduced 22.0%
6,531 $294,000
Q4 2019

Feb 27, 2020
BUY
$55.13 - $61.42 $433,266 - $482,699
7,859 Added 1528.99%
8,373 $514,000
Q4 2019

Jan 27, 2020
SELL
$55.13 - $61.42 $454,822 - $506,715
-8,250 Reduced 94.14%
514 $514,000
Q3 2019

Oct 28, 2019
BUY
$56.94 - $59.14 $303,490 - $315,216
5,330 Added 155.21%
8,764 $510,000
Q2 2019

Aug 02, 2019
BUY
N/A
3,434 New
3,434 $201,000
Q2 2018

Aug 10, 2018
SELL
N/A
-4,778 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-16,547 Reduced 77.59%
4,778 $274,000
Q4 2017

Feb 12, 2018
BUY
N/A
14,810 Added 227.32%
21,325 $1.3 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-3,013 Reduced 31.62%
6,515 $370,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,528
9,528 $514,000

Others Institutions Holding XLB

# of Institutions
956
Shares Held
62.1M
Call Options Held
9.93M
Put Options Held
12.9M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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