Institute For Wealth Management, Llc. Apple Inc. Transaction History

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Apple Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 127,676 shares of AAPL stock, worth $24.7 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
127,676
Previous 126,770 0.71%
Holding current value
$24.7 Million
Previous $31.7 Million 10.66%
% of portfolio
3.72%
Previous 4.03%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$209.68 - $247.1 $189,970 - $223,872
906 Added 0.71%
127,676 $28.4 Million
Q4 2024

Jan 23, 2025
SELL
$221.69 - $259.02 $251,618 - $293,987
-1,135 Reduced 0.89%
126,770 $31.7 Million
Q3 2024

Nov 12, 2024
SELL
$207.23 - $234.82 $98,848 - $112,009
-477 Reduced 0.37%
127,905 $29.8 Million
Q2 2024

Jul 25, 2024
BUY
$165.0 - $216.67 $573,540 - $753,144
3,476 Added 2.78%
128,382 $27 Million
Q1 2024

Apr 30, 2024
BUY
$169.0 - $195.18 $379,574 - $438,374
2,246 Added 1.83%
124,906 $21.4 Million
Q4 2023

Jan 31, 2024
SELL
$166.89 - $198.11 $472,298 - $560,651
-2,830 Reduced 2.26%
122,660 $23.6 Million
Q3 2023

Oct 13, 2023
SELL
$170.43 - $196.45 $344,439 - $397,025
-2,021 Reduced 1.58%
125,490 $21.5 Million
Q2 2023

Jul 25, 2023
SELL
$160.1 - $193.97 $146,491 - $177,482
-915 Reduced 0.71%
127,511 $24.7 Million
Q1 2023

Apr 20, 2023
SELL
$125.02 - $164.9 $210,158 - $277,196
-1,681 Reduced 1.29%
128,426 $21.2 Million
Q4 2022

Feb 02, 2023
SELL
$126.04 - $155.74 $538,694 - $665,632
-4,274 Reduced 3.18%
130,107 $16.9 Million
Q3 2022

Oct 18, 2022
SELL
$138.2 - $174.55 $81,814 - $103,333
-592 Reduced 0.44%
134,381 $18.6 Million
Q2 2022

Jul 25, 2022
SELL
$130.06 - $178.44 $127,718 - $175,228
-982 Reduced 0.72%
134,973 $18.5 Million
Q1 2022

Apr 29, 2022
SELL
$150.62 - $182.01 $88,413 - $106,839
-587 Reduced 0.43%
135,955 $23.7 Million
Q4 2021

Jan 21, 2022
SELL
$139.14 - $180.33 $108,390 - $140,477
-779 Reduced 0.57%
136,542 $24.2 Million
Q3 2021

Nov 15, 2021
SELL
$137.27 - $156.69 $125,190 - $142,901
-912 Reduced 0.66%
137,321 $19.4 Million
Q2 2021

Jul 21, 2021
BUY
$122.77 - $136.96 $212,146 - $236,666
1,728 Added 1.27%
138,233 $18.9 Million
Q1 2021

May 04, 2021
BUY
$116.36 - $143.16 $61,089 - $75,159
525 Added 0.39%
136,505 $16.7 Million
Q4 2020

Feb 01, 2021
BUY
$108.77 - $136.69 $30,999 - $38,956
285 Added 0.21%
135,980 $18 Million
Q3 2020

Nov 03, 2020
BUY
$91.03 - $134.18 $9.16 Million - $13.5 Million
100,574 Added 286.36%
135,695 $15.7 Million
Q2 2020

Jul 30, 2020
BUY
$60.23 - $91.63 $59,507 - $90,530
988 Added 2.89%
35,121 $12.8 Million
Q1 2020

Apr 29, 2020
SELL
$56.09 - $81.8 $46,891 - $68,384
-836 Reduced 2.39%
34,133 $8.68 Million
Q4 2019

Feb 27, 2020
BUY
$54.74 - $73.41 $1.35 Million - $1.81 Million
24,700 Added 240.53%
34,969 $10.3 Million
Q4 2019

Jan 27, 2020
SELL
$54.74 - $73.41 $1.37 Million - $1.83 Million
-24,982 Reduced 70.87%
10,269 $10.3 Million
Q3 2019

Oct 28, 2019
SELL
$48.33 - $55.99 $533,756 - $618,353
-11,044 Reduced 23.86%
35,251 $7.9 Million
Q2 2019

Aug 02, 2019
SELL
$43.33 - $52.94 $7.46 Million - $9.11 Million
-172,091 Reduced 78.8%
46,295 $9.16 Million
Q1 2019

May 15, 2019
BUY
$35.55 - $48.77 $5.83 Million - $8 Million
164,081 Added 302.15%
218,386 $19.2 Million
Q4 2018

Feb 08, 2019
BUY
$36.71 - $58.02 $6,093 - $9,631
166 Added 0.31%
54,305 $8.57 Million
Q3 2018

Oct 29, 2018
SELL
$45.98 - $57.09 $43,267 - $53,721
-941 Reduced 1.71%
54,139 $11.9 Million
Q2 2018

Aug 10, 2018
SELL
$40.58 - $48.49 $4,260 - $5,091
-105 Reduced 0.19%
55,080 $10.2 Million
Q1 2018

May 15, 2018
SELL
$38.79 - $45.43 $313,345 - $366,983
-8,078 Reduced 12.77%
55,185 $9.13 Million
Q4 2017

Feb 12, 2018
BUY
$38.37 - $44.1 $197,221 - $226,674
5,140 Added 8.84%
63,263 $10.7 Million
Q3 2017

Nov 14, 2017
BUY
$37.18 - $41.01 $141,692 - $156,289
3,811 Added 7.02%
58,123 $8.95 Million
Q2 2017

Aug 14, 2017
BUY
N/A
54,312
54,312 $7.81 Million

Others Institutions Holding AAPL

# of Institutions
6,308
Shares Held
9.04B
Call Options Held
219M
Put Options Held
221M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.1T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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