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Bank of America Corporation shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 82k 37.92
2023-12-31 $2.8M 82k 33.67
2023-09-30 $2.2M 82k 27.38
2023-06-30 $2.3M 80k 28.69
2023-03-31 $2.2M 76k 28.60
2022-12-31 $2.6M 78k 33.12
2022-09-30 $2.5M 83k 30.20
2022-06-30 $2.6M 83k 31.12
2022-03-31 $3.9M 95k 41.22
2021-12-31 $4.2M 94k 44.49
2021-09-30 $4.0M 95k 42.45
2021-06-30 $3.9M 94k 41.23
2021-03-31 $3.7M 95k 38.69
2020-12-31 $2.9M 97k 30.31
2020-09-30 $2.3M 96k 24.09
2020-06-30 $2.3M 98k 23.75
2020-03-31 $2.1M 97k 21.23
2019-12-31 $4.1M 4.1k 1000.00
2019-09-30 $3.5M 121k 29.17
2019-06-30 $4.3M 148k 29.00
2019-03-31 $3.9M 142k 27.59
2018-12-31 $3.3M 135k 24.63
2018-09-30 $3.7M 124k 30.14
2018-06-30 $3.7M 132k 28.14
2018-03-31 $4.0M 132k 29.96
2017-12-31 $5.3M 175k 30.49
2017-09-30 $3.2M 128k 25.35
2017-06-30 $3.1M 129k 24.20
2013-06-30 $13k 1.0k 13.00