Institute For Wealth Management, Llc. Spdr S&P Bank ETF Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr S&P Bank ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,686 shares of KBE stock, worth $229,426. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,686

Previous 4,606 1.74%

Holding current value

$229,426

Previous $255,000 2.75%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$51.28 - $59.92 $4,102 - $4,793	80 Added 1.74%	4,686 $248,000
Q4 2024 Jan 23, 2025	BUY	$51.33 - $62.76 $9,701 - $11,861	189 Added 4.28%	4,606 $255,000
Q1 2024 Apr 30, 2024	SELL	$42.85 - $47.1 $942 - $1,036	-22 Reduced 0.5%	4,417 $208,000
Q4 2023 Jan 31, 2024	BUY	$34.5 - $47.03 $153,145 - $208,766	4,439 New	4,439 $204,000
Q4 2022 Feb 02, 2023	BUY	$43.77 - $49.99 $18,164 - $20,745	415 Added 8.51%	5,289 $238,000
Q3 2022 Oct 18, 2022	BUY	$43.11 - $52.32 $210,118 - $255,007	4,874 New	4,874 $216,000
Q2 2022 Jul 25, 2022	SELL	$42.82 - $51.88 $191,662 - $232,214	-4,476 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$49.93 - $55.46 $4,993 - $5,546	-100 Reduced 2.19%	4,476 $230,000
Q1 2021 May 04, 2021	BUY	$41.41 - $55.06 $189,492 - $251,954	4,576 New	4,576 $237,000
Q1 2020 Apr 29, 2020	SELL	$23.13 - $47.39 $119,073 - $243,963	-5,148 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$41.05 - $48.02 $201,350 - $235,538	4,905 Added 2018.52%	5,148 $243,000
Q4 2019 Jan 27, 2020	SELL	$41.05 - $48.02 $201,350 - $235,538	-4,905 Reduced 95.28%	243 $243,000
Q2 2019 Aug 02, 2019	SELL	N/A	-392 Reduced 7.08%	5,148 $223,000
Q1 2019 May 15, 2019	SELL	N/A	-123 Reduced 2.17%	5,540 $231,000
Q4 2018 Feb 08, 2019	BUY	N/A	5,663 New	5,663 $212,000
Q1 2018 May 15, 2018	SELL	N/A	-4,178 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	4,178	4,178 $200,000

Others Institutions Holding KBE

# of Institutions

305

Shares Held

24.3M

Call Options Held

705K

Put Options Held

6.21M

View Full List

About SPDR S&P BANK ETF

Ticker KBE
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Institute For Wealth Management, Llc. Spdr S&P Bank ETF Transaction History