Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,992 shares of IHE stock, worth $763,284. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,992

Previous 11,027 0.32%

Holding current value

$763,284

Previous $778,000 7.2%

% of portfolio

0.09%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$65.15 - $71.86 $2,280 - $2,515	-35 Reduced 0.32%	10,992 $722,000
Q3 2024 Nov 12, 2024	BUY	$65.61 - $72.86 $6,232 - $6,921	95 Added 0.87%	11,027 $778,000
Q2 2024 Jul 25, 2024	BUY	$62.73 - $67.4 $7,590 - $8,155	121 Added 1.12%	10,932 $725,000
Q1 2024 Apr 30, 2024	BUY	$66.67 - $208.65 $478,223 - $1.5 Million	7,173 Added 197.17%	10,811 $734,000
Q4 2023 Jan 31, 2024	BUY	$166.63 - $185.76 $44,656 - $49,783	268 Added 7.95%	3,638 $674,000
Q3 2023 Oct 13, 2023	SELL	$173.7 - $191.47 $8,685 - $9,573	-50 Reduced 1.46%	3,370 $596,000
Q2 2023 Jul 25, 2023	BUY	$170.31 - $183.88 $9,196 - $9,929	54 Added 1.6%	3,420 $612,000
Q1 2023 Apr 20, 2023	SELL	$169.94 - $188.72 $6,967 - $7,737	-41 Reduced 1.2%	3,366 $589,000
Q4 2022 Feb 02, 2023	BUY	$55.99 - $189.96 $30,010 - $101,818	536 Added 18.67%	3,407 $634,000
Q3 2022 Oct 18, 2022	BUY	$56.37 - $195.56 $2,198 - $7,626	39 Added 1.38%	2,871 $487,000
Q2 2022 Jul 25, 2022	BUY	$178.46 - $201.82 $77,094 - $87,186	432 Added 18.0%	2,832 $543,000
Q1 2022 Apr 29, 2022	BUY	$180.82 - $198.07 $60,032 - $65,759	332 Added 16.05%	2,400 $466,000
Q4 2021 Jan 21, 2022	BUY	$182.18 - $200.3 $94,733 - $104,156	520 Added 33.59%	2,068 $413,000
Q3 2021 Nov 15, 2021	BUY	$183.15 - $198.47 $283,516 - $307,231	1,548 New	1,548 $283,000

Others Institutions Holding IHE

# of Institutions

153

Shares Held

5.42M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
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Institute For Wealth Management, Llc. Ishares Tr Transaction History