Institute For Wealth Management, Llc. Gartner Inc Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Gartner Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,696 shares of IT stock, worth $1.32 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,696

Previous 2,722 0.96%

Holding current value

$1.32 Million

Previous $1.22 Million 11.78%

% of portfolio

0.17%

Previous 0.17%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$441.32 - $516.47 $11,474 - $13,428	-26 Reduced 0.96%	2,696 $1.37 Million
Q1 2024 Apr 30, 2024	SELL	$425.37 - $483.11 $72,312 - $82,128	-170 Reduced 5.88%	2,722 $1.3 Million
Q4 2023 Jan 31, 2024	SELL	$325.76 - $466.05 $3,257 - $4,660	-10 Reduced 0.34%	2,892 $1.3 Million
Q3 2023 Oct 13, 2023	SELL	$326.85 - $374.04 $9,151 - $10,473	-28 Reduced 0.96%	2,902 $997,000
Q2 2023 Jul 25, 2023	SELL	$294.42 - $356.54 $87,737 - $106,248	-298 Reduced 9.23%	2,930 $1.03 Million
Q1 2023 Apr 20, 2023	SELL	$302.49 - $352.89 $26,921 - $31,407	-89 Reduced 2.68%	3,228 $1.05 Million
Q4 2022 Feb 02, 2023	BUY	$278.33 - $356.43 $20,596 - $26,375	74 Added 2.28%	3,317 $1.12 Million
Q3 2022 Oct 18, 2022	BUY	$235.8 - $315.79 $18,628 - $24,947	79 Added 2.5%	3,243 $897,000
Q2 2022 Jul 25, 2022	BUY	$224.07 - $310.01 $29,129 - $40,301	130 Added 4.28%	3,164 $765,000
Q3 2021 Nov 15, 2021	SELL	$248.43 - $324.69 $54,903 - $71,756	-221 Reduced 6.79%	3,034 $922,000
Q2 2021 Jul 21, 2021	BUY	$186.6 - $243.19 $20,712 - $26,994	111 Added 3.53%	3,255 $788,000
Q1 2021 May 04, 2021	SELL	$151.58 - $187.41 $17,734 - $21,926	-117 Reduced 3.59%	3,144 $574,000
Q4 2020 Feb 01, 2021	BUY	$117.45 - $160.19 $60,839 - $82,978	518 Added 18.88%	3,261 $522,000
Q3 2020 Nov 03, 2020	BUY	$118.16 - $134.19 $945 - $1,073	8 Added 0.29%	2,743 $343,000
Q2 2020 Jul 30, 2020	BUY	$91.82 - $137.69 $6,978 - $10,464	76 Added 2.86%	2,735 $332,000
Q1 2020 Apr 29, 2020	BUY	$83.24 - $163.85 $5,577 - $10,977	67 Added 2.58%	2,659 $265,000
Q4 2019 Feb 27, 2020	BUY	$138.77 - $162.2 $304,322 - $355,704	2,193 Added 549.62%	2,592 $399,000
Q4 2019 Jan 27, 2020	SELL	$138.77 - $162.2 $174,711 - $204,209	-1,259 Reduced 75.93%	399 $399,000
Q3 2019 Oct 28, 2019	BUY	$126.49 - $171.04 $7,715 - $10,433	61 Added 3.82%	1,658 $237,000
Q2 2019 Aug 02, 2019	BUY	$149.85 - $161.84 $33,416 - $36,090	223 Added 16.23%	1,597 $257,000
Q1 2019 May 15, 2019	BUY	$123.19 - $151.68 $169,263 - $208,408	1,374 New	1,374 $208,000

Others Institutions Holding IT

# of Institutions

957

Shares Held

66.6M

Call Options Held

59.8K

Put Options Held

30.1K

View Full List

About GARTNER INC

Ticker IT
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 79,093,904
Market Cap $38.8B
Description
Gartner, Inc. operates as a research and advisory company in the United States, Canada, Europe, the Middle East, Africa, and internationally. It operates through three segments: Research, Conferences, and Consulting. The Research segment delivers its research primarily through a subscription service that include on-demand access to published res...

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Institute For Wealth Management, Llc. Gartner Inc Transaction History