Hess shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Hess (HES) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Hess
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Quarterly reported holdings in Hess by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.0M | 7.4k | 138.55 |
| 2025-03-31 | $1.2M | 7.4k | 159.74 |
| 2024-12-31 | $992k | 7.5k | 133.02 |
| 2024-09-30 | $1.0M | 7.5k | 135.80 |
| 2024-06-30 | $1.1M | 7.5k | 147.52 |
| 2024-03-31 | $1.1M | 7.4k | 152.64 |
| 2023-12-31 | $1.1M | 7.4k | 144.16 |
| 2023-09-30 | $1.1M | 7.4k | 153.00 |
| 2023-06-30 | $1.0M | 7.4k | 135.95 |
| 2023-03-31 | $985k | 7.4k | 132.34 |
| 2022-12-31 | $1.1M | 7.4k | 141.82 |
| 2022-09-30 | $811k | 7.4k | 108.99 |
| 2022-06-30 | $788k | 7.4k | 105.90 |
| 2022-03-31 | $796k | 7.4k | 106.97 |
| 2021-12-31 | $551k | 7.4k | 74.05 |
| 2021-09-30 | $589k | 7.5k | 78.11 |
| 2021-06-30 | $658k | 7.5k | 87.26 |
| 2021-03-31 | $536k | 7.6k | 70.70 |
| 2020-12-31 | $395k | 7.5k | 52.74 |
| 2020-09-30 | $356k | 8.7k | 40.97 |
| 2020-06-30 | $451k | 8.7k | 51.80 |
| 2020-03-31 | $291k | 8.8k | 33.25 |
| 2019-12-31 | $614k | 614 | 1000.00 |
| 2019-09-30 | $560k | 9.3k | 60.50 |
| 2019-06-30 | $591k | 9.3k | 63.61 |
| 2019-03-31 | $534k | 8.9k | 60.26 |
| 2018-12-31 | $333k | 8.2k | 40.44 |
| 2017-12-31 | $432k | 9.0k | 47.98 |
| 2017-06-30 | $396k | 9.1k | 43.38 |
More positions owned by Institute For Wealth Management
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