Institute For Wealth Management, Llc. Select Sector Spdr Tr Communic 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 Tr Communic stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 6,828 shares of XLC stock, worth $695,568. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,828
Previous 5,630 21.28%
Holding current value
$695,568
Previous $508,000 30.12%
% of portfolio
0.08%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$89.66 - $102.16 $107,412 - $122,387
1,198 Added 21.28%
6,828 $661,000
Q3 2024

Nov 12, 2024
BUY
$82.16 - $90.4 $44,202 - $48,635
538 Added 10.57%
5,630 $508,000
Q2 2024

Jul 25, 2024
BUY
$77.86 - $86.45 $41,966 - $46,596
539 Added 11.84%
5,092 $436,000
Q1 2024

Apr 30, 2024
BUY
$71.74 - $81.82 $54,737 - $62,428
763 Added 20.13%
4,553 $371,000
Q4 2023

Jan 31, 2024
BUY
$63.09 - $73.1 $239,111 - $277,049
3,790 New
3,790 $275,000
Q4 2021

Jan 21, 2022
SELL
$73.63 - $82.12 $252,771 - $281,917
-3,433 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
$79.63 - $86.05 $37,426 - $40,443
-470 Reduced 12.04%
3,433 $275,000
Q2 2021

Jul 21, 2021
SELL
$74.58 - $81.56 $1,342 - $1,468
-18 Reduced 0.46%
3,903 $316,000
Q1 2021

May 04, 2021
SELL
$65.08 - $76.02 $47,183 - $55,114
-725 Reduced 15.6%
3,921 $288,000
Q4 2020

Feb 01, 2021
BUY
$58.74 - $67.48 $4,934 - $5,668
84 Added 1.84%
4,646 $314,000
Q3 2020

Nov 03, 2020
SELL
$55.2 - $65.14 $17,608 - $20,779
-319 Reduced 6.54%
4,562 $271,000
Q2 2020

Jul 30, 2020
SELL
$42.15 - $56.55 $22,128 - $29,688
-525 Reduced 9.71%
4,881 $264,000
Q1 2020

Apr 29, 2020
SELL
$40.22 - $57.58 $27,470 - $39,327
-683 Reduced 11.22%
5,406 $239,000
Q4 2019

Feb 27, 2020
BUY
$48.28 - $54.19 $278,189 - $312,242
5,762 Added 1762.08%
6,089 $327,000
Q4 2019

Jan 27, 2020
SELL
$48.28 - $54.19 $318,165 - $357,112
-6,590 Reduced 95.27%
327 $327,000
Q3 2019

Oct 28, 2019
BUY
$49.27 - $51.38 $3,005 - $3,134
61 Added 0.89%
6,917 $343,000
Q2 2019

Aug 02, 2019
BUY
N/A
6,856 New
6,856 $337,000

Others Institutions Holding XLC

# of Institutions
1,089
Shares Held
179M
Call Options Held
2.57M
Put Options Held
2.73M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

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