Healthequity shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Healthequity
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Quarterly reported holdings in Healthequity by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 14k | 94.77 |
| 2025-06-30 | $668k | 6.4k | 104.76 |
| 2025-03-31 | $570k | 6.4k | 88.37 |
| 2024-12-31 | $629k | 6.6k | 95.95 |
| 2024-09-30 | $537k | 6.6k | 81.85 |
| 2024-06-30 | $577k | 6.7k | 86.20 |
| 2024-03-31 | $553k | 6.8k | 81.63 |
| 2023-12-31 | $449k | 6.8k | 66.30 |
| 2023-09-30 | $496k | 6.8k | 73.05 |
| 2023-06-30 | $432k | 6.8k | 63.14 |
| 2023-03-31 | $391k | 6.7k | 58.71 |
| 2022-12-31 | $411k | 6.7k | 61.64 |
| 2022-09-30 | $460k | 6.8k | 67.24 |
| 2022-06-30 | $420k | 6.8k | 61.39 |
| 2022-03-31 | $461k | 6.8k | 67.39 |
| 2021-12-31 | $302k | 6.8k | 44.19 |
| 2021-09-30 | $466k | 7.2k | 64.82 |
| 2021-06-30 | $580k | 7.2k | 80.48 |
| 2021-03-31 | $490k | 7.2k | 67.99 |
| 2020-12-31 | $506k | 7.3k | 69.75 |
| 2020-09-30 | $376k | 7.3k | 51.37 |
| 2020-06-30 | $445k | 7.6k | 58.71 |
| 2020-03-31 | $381k | 7.5k | 50.57 |
| 2019-12-31 | $580k | 580 | 1000.00 |
| 2019-09-30 | $466k | 8.2k | 57.15 |
| 2019-06-30 | $540k | 8.3k | 65.44 |
| 2019-03-31 | $628k | 8.5k | 73.95 |
| 2018-12-31 | $507k | 8.5k | 59.70 |
| 2017-12-31 | $315k | 6.8k | 46.49 |
More positions owned by Institute For Wealth Management
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