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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 6,554 shares of HQY stock, worth $700,491. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,554

Previous 6,566 0.18%

Holding current value

$700,491

Previous $537,000 16.95%

% of portfolio

0.08%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$78.18 - $104.65 $938 - $1,255	-12 Reduced 0.18%	6,554 $628,000
Q3 2024 Nov 12, 2024	SELL	$67.98 - $86.62 $8,361 - $10,654	-123 Reduced 1.84%	6,566 $537,000
Q2 2024 Jul 25, 2024	SELL	$75.85 - $86.94 $6,068 - $6,955	-80 Reduced 1.18%	6,689 $576,000
Q4 2023 Jan 31, 2024	SELL	$62.44 - $76.13 $1,061 - $1,294	-17 Reduced 0.25%	6,769 $448,000
Q3 2023 Oct 13, 2023	SELL	$61.58 - $75.59 $3,510 - $4,308	-57 Reduced 0.83%	6,786 $495,000
Q2 2023 Jul 25, 2023	BUY	$51.02 - $65.67 $9,132 - $11,754	179 Added 2.69%	6,843 $432,000
Q4 2022 Feb 02, 2023	SELL	$57.65 - $78.5 $10,204 - $13,894	-177 Reduced 2.59%	6,664 $410,000
Q1 2022 Apr 29, 2022	BUY	$45.4 - $67.44 $317 - $472	7 Added 0.1%	6,841 $461,000
Q4 2021 Jan 21, 2022	SELL	$39.52 - $69.52 $14,029 - $24,679	-355 Reduced 4.94%	6,834 $302,000
Q3 2021 Nov 15, 2021	SELL	$61.14 - $82.65 $1,100 - $1,487	-18 Reduced 0.25%	7,189 $466,000
Q1 2021 May 04, 2021	SELL	$67.0 - $91.01 $3,149 - $4,277	-47 Reduced 0.65%	7,207 $490,000
Q4 2020 Feb 01, 2021	SELL	$51.41 - $74.4 $3,341 - $4,836	-65 Reduced 0.89%	7,254 $506,000
Q3 2020 Nov 03, 2020	SELL	$46.15 - $61.64 $11,999 - $16,026	-260 Reduced 3.43%	7,319 $376,000
Q2 2020 Jul 30, 2020	BUY	$41.09 - $67.57 $1,849 - $3,040	45 Added 0.6%	7,579 $445,000
Q1 2020 Apr 29, 2020	SELL	$40.54 - $87.73 $11,797 - $25,529	-291 Reduced 3.72%	7,534 $381,000
Q4 2019 Feb 27, 2020	BUY	$51.99 - $76.5 $376,667 - $554,242	7,245 Added 1249.14%	7,825 $580,000
Q4 2019 Jan 27, 2020	SELL	$51.99 - $76.5 $393,772 - $579,411	-7,574 Reduced 92.89%	580 $580,000
Q3 2019 Oct 28, 2019	SELL	$55.4 - $81.98 $5,429 - $8,034	-98 Reduced 1.19%	8,154 $466,000
Q2 2019 Aug 02, 2019	SELL	$62.18 - $78.3 $14,923 - $18,792	-240 Reduced 2.83%	8,252 $540,000
Q4 2018 Feb 08, 2019	BUY	$54.39 - $100.44 $461,879 - $852,936	8,492 New	8,492 $507,000
Q1 2018 May 15, 2018	SELL	$46.47 - $66.82 $314,834 - $452,705	-6,775 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$43.69 - $53.96 $295,999 - $365,579	6,775	6,775 $315,000

Others Institutions Holding HQY

# of Institutions

446

Shares Held

81.5M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $9.03B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

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