Institute For Wealth Management, Llc. Spdr Portfolio Aggregate Bond Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$30.77 - $31.23 $371,609 - $377,164	-12,077 Closed	0 $0
Q2 2020 Jul 30, 2020	SELL	$30.0 - $30.86 $22,950 - $23,607	-765 Reduced 5.96%	12,077 $373,000
Q1 2020 Apr 29, 2020	BUY	$27.93 - $30.83 $614 - $678	22 Added 0.17%	12,842 $388,000
Q4 2019 Feb 27, 2020	BUY	$29.24 - $29.77 $363,833 - $370,428	12,443 Added 3300.53%	12,820 $377,000
Q4 2019 Jan 27, 2020	SELL	$29.24 - $29.77 $329,944 - $335,924	-11,284 Reduced 96.77%	377 $377,000
Q3 2019 Oct 28, 2019	BUY	$29.25 - $29.64 $7,400 - $7,498	253 Added 2.22%	11,661 $346,000
Q2 2019 Aug 02, 2019	BUY	N/A	1,479 Added 14.9%	11,408 $333,000
Q1 2019 May 15, 2019	BUY	N/A	1,502 Added 17.82%	9,929 $283,000
Q4 2018 Feb 08, 2019	BUY	N/A	8,427 New	8,427 $235,000

Others Institutions Holding SPAB

# of Institutions

540

Shares Held

271M

Call Options Held

0

Put Options Held

0

About SPDR PORTFOLIO AGGREGATE BOND

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