Fiserv shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.3M | 6.3k | 205.42 |
| 2024-09-30 | $1.1M | 6.3k | 179.65 |
| 2024-06-30 | $952k | 6.4k | 149.04 |
| 2024-03-31 | $1.0M | 6.4k | 159.82 |
| 2023-12-31 | $850k | 6.4k | 132.84 |
| 2023-09-30 | $741k | 6.6k | 112.96 |
| 2023-06-30 | $865k | 6.9k | 126.15 |
| 2023-03-31 | $791k | 7.0k | 113.03 |
| 2022-12-31 | $708k | 7.0k | 101.07 |
| 2022-09-30 | $621k | 6.6k | 93.61 |
| 2022-06-30 | $587k | 6.6k | 89.03 |
| 2022-03-31 | $668k | 6.6k | 101.34 |
| 2021-12-31 | $684k | 6.6k | 103.84 |
| 2021-09-30 | $701k | 6.5k | 108.43 |
| 2021-06-30 | $698k | 6.5k | 106.91 |
| 2021-03-31 | $796k | 6.7k | 119.07 |
| 2020-12-31 | $728k | 6.4k | 113.93 |
| 2020-09-30 | $654k | 6.3k | 103.09 |
| 2020-06-30 | $616k | 6.3k | 97.61 |
| 2020-03-31 | $591k | 6.2k | 95.06 |
| 2019-12-31 | $733k | 6.3k | 115.62 |
More positions owned by Institute For Wealth Management
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