Institute For Wealth Management, Llc. Select Sector Spdr Fund Health Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,873 shares of XLV stock, worth $558,912. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,873
Previous 3,921 1.22%
Holding current value
$558,912
Previous $603,000 11.77%
% of portfolio
0.07%
Previous 0.08%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$136.28 - $154.74 $6,541 - $7,427
-48 Reduced 1.22%
3,873 $532,000
Q3 2024

Nov 12, 2024
BUY
$143.3 - $157.24 $21,351 - $23,428
149 Added 3.95%
3,921 $603,000
Q2 2024

Jul 25, 2024
SELL
$138.43 - $147.09 $34,192 - $36,331
-247 Reduced 6.15%
3,772 $549,000
Q1 2024

Apr 30, 2024
BUY
$138.48 - $147.86 $138 - $147
1 Added 0.02%
4,019 $593,000
Q4 2023

Jan 31, 2024
BUY
$123.14 - $136.38 $123 - $136
1 Added 0.02%
4,018 $547,000
Q3 2023

Oct 13, 2023
SELL
$128.74 - $136.24 $5,278 - $5,585
-41 Reduced 1.01%
4,017 $517,000
Q2 2023

Jul 25, 2023
SELL
$126.74 - $135.66 $13,180 - $14,108
-104 Reduced 2.5%
4,058 $538,000
Q1 2023

Apr 20, 2023
SELL
$124.15 - $135.82 $4,593 - $5,025
-37 Reduced 0.88%
4,162 $538,000
Q4 2022

Feb 02, 2023
SELL
$121.85 - $140.1 $16,449 - $18,913
-135 Reduced 3.11%
4,199 $570,000
Q3 2022

Oct 18, 2022
SELL
$121.11 - $134.29 $58,375 - $64,727
-482 Reduced 10.01%
4,334 $525,000
Q2 2022

Jul 25, 2022
SELL
$119.89 - $142.83 $89,318 - $106,408
-745 Reduced 13.4%
4,816 $618,000
Q1 2022

Apr 29, 2022
BUY
$126.55 - $139.44 $506 - $557
4 Added 0.07%
5,561 $762,000
Q4 2021

Jan 21, 2022
BUY
$125.34 - $141.49 $66,680 - $75,272
532 Added 10.59%
5,557 $783,000
Q3 2021

Nov 15, 2021
SELL
$127.07 - $136.85 $35,960 - $38,728
-283 Reduced 5.33%
5,025 $640,000
Q2 2021

Jul 21, 2021
SELL
$116.39 - $126.03 $3,375 - $3,654
-29 Reduced 0.54%
5,308 $669,000
Q1 2021

May 04, 2021
BUY
$110.8 - $118.5 $24,819 - $26,544
224 Added 4.38%
5,337 $623,000
Q4 2020

Feb 01, 2021
BUY
$101.66 - $113.44 $13,114 - $14,633
129 Added 2.59%
5,113 $580,000
Q3 2020

Nov 03, 2020
BUY
$100.71 - $109.44 $32,730 - $35,568
325 Added 6.98%
4,984 $526,000
Q2 2020

Jul 30, 2020
SELL
$85.21 - $103.92 $7,668 - $9,352
-90 Reduced 1.9%
4,659 $466,000
Q1 2020

Apr 29, 2020
SELL
$74.62 - $104.73 $36,787 - $51,631
-493 Reduced 9.4%
4,749 $421,000
Q4 2019

Feb 27, 2020
BUY
$87.95 - $103.11 $414,068 - $485,441
4,708 Added 881.65%
5,242 $534,000
Q4 2019

Jan 27, 2020
BUY
$87.95 - $103.11 $46,965 - $55,060
534 New
534 $534,000
Q3 2019

Oct 28, 2019
SELL
$89.33 - $92.0 $273,528 - $281,704
-3,062 Closed
0 $0
Q2 2019

Aug 02, 2019
SELL
N/A
-3,482 Reduced 53.21%
3,062 $284,000
Q1 2019

May 15, 2019
SELL
N/A
-1,457 Reduced 18.21%
6,544 $601,000
Q4 2018

Feb 08, 2019
BUY
N/A
8,001 New
8,001 $692,000
Q1 2018

May 15, 2018
SELL
N/A
-7,457 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
2,895 Added 63.46%
7,457 $617,000
Q3 2017

Nov 14, 2017
SELL
N/A
-5,292 Reduced 53.7%
4,562 $373,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,854
9,854 $779,000

Others Institutions Holding XLV

# of Institutions
1,924
Shares Held
202M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email