A detailed history of Institute For Wealth Management, Llc. transactions in Zoom Info Technologies Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 16,039 shares of ZI stock, worth $164,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,039
Previous 16,039 -0.0%
Holding current value
$164,078
Previous $204,000 19.12%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

BUY
$12.53 - $18.94 $200,968 - $303,778
16,039 New
16,039 $296,000
Q2 2023

Jul 25, 2023

BUY
$20.44 - $28.46 $169,120 - $235,478
8,274 New
8,274 $210,000
Q3 2022

Oct 18, 2022

BUY
$33.89 - $51.59 $185,988 - $283,125
5,488 New
5,488 $229,000
Q2 2022

Jul 25, 2022

SELL
$31.05 - $60.75 $130,130 - $254,603
-4,191 Closed
0 $0
Q1 2022

Apr 29, 2022

BUY
$45.99 - $61.46 $192,744 - $257,578
4,191 New
4,191 $250,000

Others Institutions Holding ZI

About ZoomInfo Technologies Inc.


  • Ticker ZI
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 403,441,984
  • Market Cap $4.13B
  • Description
  • ZoomInfo Technologies Inc., through its subsidiaries, provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally. The company's cloud-based platform provides information on organizations and professionals to help users identify target customers and decision makers, obtain con...
More about ZI
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