Institute For Wealth Management, Llc. Vanguard Bd Index Fd Inc Total Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,617 shares of BND stock, worth $770,051. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,617

Previous 11,308 6.11%

Holding current value

$770,051

Previous $849,000 10.13%

% of portfolio

0.1%

Previous 0.11%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$71.75 - $75.11 $49,579 - $51,901	-691 Reduced 6.11%	10,617 $763,000
Q3 2024 Nov 12, 2024	SELL	$71.45 - $75.64 $7,502 - $7,942	-105 Reduced 0.92%	11,308 $849,000
Q2 2024 Jul 25, 2024	SELL	$70.55 - $72.66 $64,482 - $66,411	-914 Reduced 7.41%	11,413 $822,000
Q1 2024 Apr 30, 2024	SELL	$71.76 - $73.66 $141,151 - $144,889	-1,967 Reduced 13.76%	12,327 $895,000
Q4 2023 Jan 31, 2024	SELL	$68.04 - $73.9 $15,513 - $16,849	-228 Reduced 1.57%	14,294 $1.05 Million
Q3 2023 Oct 13, 2023	SELL	$69.63 - $72.91 $2,924 - $3,062	-42 Reduced 0.29%	14,522 $1.01 Million
Q2 2023 Jul 25, 2023	SELL	$72.23 - $74.46 $178,985 - $184,511	-2,478 Reduced 14.54%	14,564 $1.06 Million
Q1 2023 Apr 20, 2023	SELL	$71.33 - $74.57 $57,634 - $60,252	-808 Reduced 4.53%	17,042 $1.26 Million
Q4 2022 Feb 02, 2023	SELL	$69.38 - $73.88 $89,361 - $95,157	-1,288 Reduced 6.73%	17,850 $1.28 Million
Q3 2022 Oct 18, 2022	SELL	$70.77 - $77.08 $129,933 - $141,518	-1,836 Reduced 8.75%	19,138 $1.37 Million
Q2 2022 Jul 25, 2022	SELL	$73.3 - $79.23 $6,083 - $6,576	-83 Reduced 0.39%	20,974 $1.58 Million
Q1 2022 Apr 29, 2022	SELL	$78.72 - $84.18 $21,569 - $23,065	-274 Reduced 1.28%	21,057 $1.68 Million
Q4 2021 Jan 21, 2022	SELL	$84.47 - $85.89 $180,258 - $183,289	-2,134 Reduced 9.09%	21,331 $1.81 Million
Q3 2021 Nov 15, 2021	SELL	$85.45 - $86.85 $29,480 - $29,963	-345 Reduced 1.45%	23,465 $2.01 Million
Q2 2021 Jul 21, 2021	SELL	$84.67 - $85.92 $17,780 - $18,043	-210 Reduced 0.87%	23,810 $2.05 Million
Q1 2021 May 04, 2021	SELL	$84.36 - $88.07 $181,120 - $189,086	-2,147 Reduced 8.2%	24,020 $2.04 Million
Q4 2020 Feb 01, 2021	SELL	$87.44 - $88.49 $88,139 - $89,197	-1,008 Reduced 3.71%	26,167 $2.31 Million
Q3 2020 Nov 03, 2020	SELL	$88.13 - $89.48 $62,748 - $63,709	-712 Reduced 2.55%	27,175 $2.4 Million
Q2 2020 Jul 30, 2020	SELL	$85.6 - $88.34 $358,407 - $369,879	-4,187 Reduced 13.05%	27,887 $2.46 Million
Q1 2020 Apr 29, 2020	SELL	$80.33 - $87.96 $332,003 - $363,538	-4,133 Reduced 11.41%	32,074 $2.74 Million
Q4 2019 Feb 27, 2020	BUY	$83.39 - $84.94 $2.77 Million - $2.82 Million	33,171 Added 1092.59%	36,207 $3.04 Million
Q4 2019 Jan 27, 2020	SELL	$83.39 - $84.94 $2.83 Million - $2.88 Million	-33,940 Reduced 91.79%	3,036 $3.04 Million
Q3 2019 Oct 28, 2019	BUY	$83.3 - $84.54 $152,605 - $154,877	1,832 Added 5.21%	36,976 $3.12 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-5,214 Reduced 12.92%	35,144 $2.92 Million
Q1 2019 May 15, 2019	BUY	N/A	40,358 New	40,358 $3.28 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-7,091 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	1,703 Added 31.61%	7,091 $562,000
Q4 2017 Feb 12, 2018	SELL	N/A	-34 Reduced 0.63%	5,388 $440,000
Q3 2017 Nov 14, 2017	SELL	N/A	-4,884 Reduced 47.39%	5,422 $444,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,306	10,306 $846,000

Others Institutions Holding BND

# of Institutions

1,714

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

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Institute For Wealth Management, Llc. Vanguard Bd Index Fd Inc Total Transaction History