HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

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

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

Q4 2025
Shares 10,616 Value ($000) $973 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 13,563 Value ($000) $1,285 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 6,376 Value ($000) $668 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 6,444 Value ($000) $569 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 6,554 Value ($000) $629 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 6,566 Value ($000) $537 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 6,689 Value ($000) $577 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 6,769 Value ($000) $553 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 6,769 Value ($000) $449 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 6,786 Value ($000) $496 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 6,843 Value ($000) $432 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 6,664 Value ($000) $391 Avg Close $60.73 Range $52.27 - $68.83
Q4 2022
Shares 6,664 Value ($000) $411 Avg Close $67.21 Range $57.38 - $79.20
Q3 2022
Shares 6,841 Value ($000) $460 Avg Close $63.29 Range $54.85 - $74.04
Q2 2022
Shares 6,841 Value ($000) $420 Avg Close $64.05 Range $53.10 - $72.70
Q1 2022
Shares 6,841 Value ($000) $461 Avg Close $54.00 Range $43.98 - $68.88
Q4 2021
Shares 6,834 Value ($000) $302 Avg Close $58.24 Range $36.80 - $73.29
Q3 2021
Shares 7,189 Value ($000) $466 Avg Close $69.45 Range $60.21 - $82.71
Q2 2021
Shares 7,207 Value ($000) $580 Avg Close $76.19 Range $65.40 - $84.78
Q1 2021
Shares 7,207 Value ($000) $490 Avg Close $78.57 Range $66.14 - $93.32
Q4 2020
Shares 7,254 Value ($000) $506 Avg Close $62.20 Range $49.09 - $75.72
Q3 2020
Shares 7,319 Value ($000) $376 Avg Close $54.93 Range $45.82 - $64.78
Q2 2020
Shares 7,579 Value ($000) $445 Avg Close $55.30 Range $40.55 - $67.94
Q1 2020
Shares 7,534 Value ($000) $381 Avg Close $66.40 Range $34.40 - $88.78
Q4 2019
Shares 7,825 Value ($000) $580 Avg Close $62.38 Range $51.74 - $76.94
Q3 2019
Shares 8,154 Value ($000) $466 Avg Close $66.37 Range $50.87 - $83.66
Q2 2019
Shares 8,252 Value ($000) $540 Avg Close $69.61 Range $61.66 - $78.90
Q1 2019
Shares 8,492 Value ($000) $628 Avg Close $70.30 Range $50.29 - $85.07
Q4 2018
Shares 8,492 Value ($000) $507 Avg Close $80.61 Range $53.19 - $101.58
Q4 2017
Shares 6,775 Value ($000) $315 Avg Close $49.51 Range $42.92 - $55.31