A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,921 shares of XLV stock, worth $565,251. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,921
Previous 3,772 3.95%
Holding current value
$565,251
Previous $549,000 9.84%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 12, 2024

BUY
$143.3 - $157.24 $21,351 - $23,428
149 Added 3.95%
3,921 $603,000
Q2 2024

Jul 25, 2024

SELL
$138.43 - $147.09 $34,192 - $36,331
-247 Reduced 6.15%
3,772 $549,000
Q1 2024

Apr 30, 2024

BUY
$138.48 - $147.86 $138 - $147
1 Added 0.02%
4,019 $593,000
Q4 2023

Jan 31, 2024

BUY
$123.14 - $136.38 $123 - $136
1 Added 0.02%
4,018 $547,000
Q3 2023

Oct 13, 2023

SELL
$128.74 - $136.24 $5,278 - $5,585
-41 Reduced 1.01%
4,017 $517,000
Q2 2023

Jul 25, 2023

SELL
$126.74 - $135.66 $13,180 - $14,108
-104 Reduced 2.5%
4,058 $538,000
Q1 2023

Apr 20, 2023

SELL
$124.15 - $135.82 $4,593 - $5,025
-37 Reduced 0.88%
4,162 $538,000
Q4 2022

Feb 02, 2023

SELL
$121.85 - $140.1 $16,449 - $18,913
-135 Reduced 3.11%
4,199 $570,000
Q3 2022

Oct 18, 2022

SELL
$121.11 - $134.29 $58,375 - $64,727
-482 Reduced 10.01%
4,334 $525,000
Q2 2022

Jul 25, 2022

SELL
$119.89 - $142.83 $89,318 - $106,408
-745 Reduced 13.4%
4,816 $618,000
Q1 2022

Apr 29, 2022

BUY
$126.55 - $139.44 $506 - $557
4 Added 0.07%
5,561 $762,000
Q4 2021

Jan 21, 2022

BUY
$125.34 - $141.49 $66,680 - $75,272
532 Added 10.59%
5,557 $783,000
Q3 2021

Nov 15, 2021

SELL
$127.07 - $136.85 $35,960 - $38,728
-283 Reduced 5.33%
5,025 $640,000
Q2 2021

Jul 21, 2021

SELL
$116.39 - $126.03 $3,375 - $3,654
-29 Reduced 0.54%
5,308 $669,000
Q1 2021

May 04, 2021

BUY
$110.8 - $118.5 $24,819 - $26,544
224 Added 4.38%
5,337 $623,000
Q4 2020

Feb 01, 2021

BUY
$101.66 - $113.44 $13,114 - $14,633
129 Added 2.59%
5,113 $580,000
Q3 2020

Nov 03, 2020

BUY
$100.71 - $109.44 $32,730 - $35,568
325 Added 6.98%
4,984 $526,000
Q2 2020

Jul 30, 2020

SELL
$85.21 - $103.92 $7,668 - $9,352
-90 Reduced 1.9%
4,659 $466,000
Q1 2020

Apr 29, 2020

SELL
$74.62 - $104.73 $36,787 - $51,631
-493 Reduced 9.4%
4,749 $421,000
Q4 2019

Feb 27, 2020

BUY
$87.95 - $103.11 $414,068 - $485,441
4,708 Added 881.65%
5,242 $534,000
Q4 2019

Jan 27, 2020

BUY
$87.95 - $103.11 $46,965 - $55,060
534 New
534 $534,000
Q3 2019

Oct 28, 2019

SELL
$89.33 - $92.0 $273,528 - $281,704
-3,062 Closed
0 $0
Q2 2019

Aug 02, 2019

SELL
N/A
-3,482 Reduced 53.21%
3,062 $284,000
Q1 2019

May 15, 2019

SELL
N/A
-1,457 Reduced 18.21%
6,544 $601,000
Q4 2018

Feb 08, 2019

BUY
N/A
8,001 New
8,001 $692,000
Q1 2018

May 15, 2018

SELL
N/A
-7,457 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
N/A
2,895 Added 63.46%
7,457 $617,000
Q3 2017

Nov 14, 2017

SELL
N/A
-5,292 Reduced 53.7%
4,562 $373,000
Q2 2017

Aug 14, 2017

BUY
N/A
9,854
9,854 $779,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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