BILL HOLDINGS INC

Ticker: BILL CUSIP: 090043100 Class: EQTY

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 6,873 Value ($000) $364 Avg Close $46.44 Range $38.70 - $55.37
Q2 2025
Shares 6,919 Value ($000) $320 Avg Close $44.20 Range $36.55 - $49.16
Q1 2025
Shares 6,919 Value ($000) $318 Avg Close $67.25 Range $42.82 - $100.19
Q4 2024
Shares 6,984 Value ($000) $592 Avg Close $74.57 Range $50.63 - $97.86
Q3 2024
Shares 7,370 Value ($000) $389 Avg Close $51.49 Range $43.11 - $56.76
Q2 2024
Shares 7,670 Value ($000) $404 Avg Close $56.59 Range $45.90 - $68.50
Q1 2024
Shares 7,348 Value ($000) $505 Avg Close $69.91 Range $60.61 - $80.79
Q4 2023
Shares 5,177 Value ($000) $422 Avg Close $82.11 Range $51.94 - $118.69
Q3 2022
Shares 1,958 Value ($000) $259 Avg Close $143.68 Range $109.06 - $179.85
Q1 2022
Shares 1,198 Value ($000) $272 Avg Close $208.51 Range $144.58 - $262.17
Q4 2021
Shares 1,198 Value ($000) $298 Avg Close $282.75 Range $220.93 - $348.50
Q3 2021
Shares 1,160 Value ($000) $310 Avg Close $230.72 Range $175.96 - $301.99
Q2 2021
Shares 1,314 Value ($000) $241 Avg Close $156.71 Range $128.00 - $192.89