Institute For Wealth Management, Llc. Citigroup Inc Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Citigroup Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 17,875 shares of C stock, worth $1.42 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

17,875

Previous 17,908 0.18%

Holding current value

$1.42 Million

Previous $1.12 Million 12.22%

% of portfolio

0.16%

Previous 0.14%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$61.31 - $72.5 $2,023 - $2,392	-33 Reduced 0.18%	17,875 $1.26 Million
Q3 2024 Nov 12, 2024	BUY	$56.11 - $67.61 $3,647 - $4,394	65 Added 0.36%	17,908 $1.12 Million
Q2 2024 Jul 25, 2024	BUY	$57.02 - $64.74 $81,082 - $92,060	1,422 Added 8.66%	17,843 $1.13 Million
Q1 2024 Apr 30, 2024	BUY	$51.11 - $63.24 $23,357 - $28,900	457 Added 2.86%	16,421 $1.04 Million
Q4 2023 Jan 31, 2024	SELL	$38.24 - $51.52 $11,777 - $15,868	-308 Reduced 1.89%	15,964 $821,000
Q3 2023 Oct 13, 2023	SELL	$40.22 - $47.88 $18,782 - $22,359	-467 Reduced 2.79%	16,272 $669,000
Q2 2023 Jul 25, 2023	BUY	$44.23 - $50.4 $3,273 - $3,729	74 Added 0.44%	16,739 $770,000
Q1 2023 Apr 20, 2023	SELL	$43.11 - $52.35 $4,052 - $4,920	-94 Reduced 0.56%	16,665 $781,000
Q4 2022 Feb 02, 2023	SELL	$40.3 - $50.19 $395,705 - $492,815	-9,819 Reduced 36.94%	16,759 $758,000
Q3 2022 Oct 18, 2022	SELL	$27.25 - $52.59 $6,758 - $13,042	-248 Reduced 0.92%	26,578 $1.11 Million
Q2 2022 Jul 25, 2022	SELL	$45.69 - $54.09 $35,044 - $41,487	-767 Reduced 2.78%	26,826 $1.23 Million
Q1 2022 Apr 29, 2022	BUY	$53.4 - $67.84 $15,112 - $19,198	283 Added 1.04%	27,593 $1.47 Million
Q4 2021 Jan 21, 2022	BUY	$58.28 - $72.53 $65,040 - $80,943	1,116 Added 4.26%	27,310 $1.65 Million
Q3 2021 Nov 15, 2021	BUY	$65.08 - $74.3 $48,875 - $55,799	751 Added 2.95%	26,194 $1.84 Million
Q2 2021 Jul 21, 2021	SELL	$67.61 - $79.86 $31,371 - $37,055	-464 Reduced 1.79%	25,443 $1.8 Million
Q1 2021 May 04, 2021	SELL	$57.99 - $75.18 $43,144 - $55,933	-744 Reduced 2.79%	25,907 $1.89 Million
Q4 2020 Feb 01, 2021	SELL	$41.13 - $61.66 $39,937 - $59,871	-971 Reduced 3.52%	26,651 $1.64 Million
Q3 2020 Nov 03, 2020	SELL	$41.85 - $53.76 $11,173 - $14,353	-267 Reduced 0.96%	27,622 $1.19 Million
Q2 2020 Jul 30, 2020	SELL	$37.49 - $61.24 $36,102 - $58,974	-963 Reduced 3.34%	27,889 $1.43 Million
Q1 2020 Apr 29, 2020	SELL	$35.39 - $81.91 $8,599 - $19,904	-243 Reduced 0.84%	28,852 $1.22 Million
Q4 2019 Feb 27, 2020	BUY	$66.26 - $79.89 $1.77 Million - $2.14 Million	26,771 Added 1151.94%	29,095 $2.32 Million
Q4 2019 Jan 27, 2020	SELL	$66.26 - $79.89 $1.74 Million - $2.1 Million	-26,334 Reduced 91.89%	2,324 $2.32 Million
Q3 2019 Oct 28, 2019	SELL	$61.32 - $73.01 $108,168 - $128,789	-1,764 Reduced 5.8%	28,658 $1.98 Million
Q2 2019 Aug 02, 2019	BUY	$62.15 - $71.03 $198,631 - $227,011	3,196 Added 11.74%	30,422 $2.13 Million
Q1 2019 May 15, 2019	BUY	$52.56 - $65.93 $1.43 Million - $1.8 Million	27,226 New	27,226 $1.7 Million
Q4 2018 Feb 08, 2019	SELL	$49.26 - $72.62 $1.4 Million - $2.07 Million	-28,460 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$66.06 - $74.79 $182,721 - $206,869	-2,766 Reduced 8.86%	28,460 $2.06 Million
Q2 2018 Aug 10, 2018	BUY	$65.46 - $72.86 $31,486 - $35,045	481 Added 1.56%	31,226 $2.09 Million
Q1 2018 May 15, 2018	BUY	$67.5 - $80.08 $2.08 Million - $2.46 Million	30,745 New	30,745 $2.11 Million
Q4 2017 Feb 12, 2018	SELL	$71.33 - $77.1 $2.01 Million - $2.17 Million	-28,150 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$65.95 - $72.74 $1.86 Million - $2.05 Million	28,150	28,150 $2.05 Million

Others Institutions Holding C

# of Institutions

2,240

Shares Held

1.38B

Call Options Held

76.9M

Put Options Held

94.5M

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About CITIGROUP INC

Ticker C
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 1,936,710,016
Market Cap $154B
Description
Citigroup Inc., a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates in two segments, Global Consumer Banking (GCB) and Institutional Clients Grou...

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Institute For Wealth Management, Llc. Citigroup Inc Transaction History