Institute For Wealth Management, Llc. Shell PLC Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 01, 2021	SELL	$21.82 - $36.65 $232,819 - $391,055	-10,670 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$24.22 - $31.81 $134,638 - $176,831	-5,559 Reduced 34.25%	10,670 $258,000
Q2 2020 Jul 30, 2020	BUY	$28.6 - $37.65 $106,792 - $140,585	3,734 Added 29.88%	16,229 $494,000
Q1 2020 Apr 29, 2020	SELL	$19.58 - $61.98 $25,023 - $79,210	-1,278 Reduced 9.28%	12,495 $408,000
Q4 2019 Feb 27, 2020	BUY	$56.44 - $60.86 $730,728 - $787,954	12,947 Added 1567.43%	13,773 $826,000
Q4 2019 Jan 27, 2020	SELL	$56.44 - $60.86 $539,284 - $581,517	-9,555 Reduced 92.04%	826 $826,000
Q3 2019 Oct 28, 2019	SELL	$55.1 - $65.84 $73,999 - $88,423	-1,343 Reduced 11.46%	10,381 $622,000
Q2 2019 Aug 02, 2019	BUY	$62.86 - $66.97 $736,970 - $785,156	11,724 New	11,724 $771,000
Q1 2018 May 15, 2018	SELL	$62.94 - $73.51 $248,738 - $290,511	-3,952 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	$63.48 - $68.29 $127,658 - $137,331	-2,011 Reduced 33.72%	3,952 $270,000
Q3 2017 Nov 14, 2017	BUY	N/A	5,963	5,963 $373,000

Others Institutions Holding RDS-B

# of Institutions

3

Shares Held

23.1K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-B
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

More about RDS-B

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