Institute For Wealth Management, Llc. ISHARES GOLD TR Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 21, 2021
SELL
N/A
-10,728 Closed
0 $0
Q1 2021

May 04, 2021
SELL
N/A
-11,124 Reduced 50.91%
10,728 $174,000
Q4 2020

Feb 01, 2021
BUY
N/A
830 Added 3.95%
21,852 $396,000
Q2 2020

Jul 30, 2020
BUY
N/A
4,564 Added 27.73%
21,022 $357,000
Q1 2020

Apr 29, 2020
SELL
N/A
-1,050 Reduced 6.0%
16,458 $248,000
Q4 2019

Feb 27, 2020
BUY
N/A
17,254 Added 6792.91%
17,508 $254,000
Q4 2019

Jan 27, 2020
SELL
N/A
-17,734 Reduced 98.59%
254 $254,000
Q3 2019

Oct 28, 2019
BUY
N/A
10 Added 0.06%
17,988 $254,000
Q2 2019

Aug 02, 2019
BUY
N/A
17,978 New
17,978 $243,000
Q4 2018

Feb 08, 2019
SELL
N/A
-18,130 Closed
0 $0
Q3 2018

Oct 29, 2018
SELL
N/A
-1,400 Reduced 7.17%
18,130 $205,000
Q2 2018

Aug 10, 2018
BUY
N/A
42 Added 0.22%
19,530 $234,000
Q1 2018

May 15, 2018
BUY
N/A
19,488 New
19,488 $250,000
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