Key shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Key (KEY) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Key
Tip: Access up to 7 years of quarterly data
All positions including Key held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Key by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $575k | 28k | 20.64 |
| 2025-09-30 | $521k | 28k | 18.69 |
| 2025-06-30 | $491k | 28k | 17.42 |
| 2025-03-31 | $451k | 28k | 15.99 |
| 2024-12-31 | $483k | 28k | 17.14 |
| 2024-09-30 | $472k | 28k | 16.75 |
| 2024-06-30 | $391k | 28k | 14.21 |
| 2024-03-31 | $435k | 28k | 15.81 |
| 2023-12-31 | $396k | 28k | 14.40 |
| 2023-09-30 | $309k | 29k | 10.76 |
| 2023-06-30 | $266k | 29k | 9.24 |
| 2023-03-31 | $361k | 29k | 12.52 |
| 2022-12-31 | $509k | 29k | 17.42 |
| 2022-09-30 | $471k | 29k | 16.04 |
| 2022-06-30 | $506k | 29k | 17.23 |
| 2022-03-31 | $641k | 29k | 22.37 |
| 2021-12-31 | $663k | 29k | 23.14 |
| 2021-09-30 | $620k | 29k | 21.64 |
| 2021-06-30 | $602k | 29k | 20.65 |
| 2021-03-31 | $583k | 29k | 20.00 |
| 2020-12-31 | $484k | 30k | 16.42 |
| 2020-09-30 | $330k | 28k | 11.94 |
| 2020-06-30 | $336k | 28k | 12.18 |
| 2020-03-31 | $279k | 27k | 10.37 |
| 2019-12-31 | $531k | 26k | 20.24 |
| 2019-09-30 | $468k | 26k | 17.84 |
| 2019-06-30 | $466k | 26k | 17.76 |
| 2019-03-31 | $422k | 27k | 15.77 |
| 2018-09-30 | $548k | 27k | 20.23 |
| 2018-06-30 | $532k | 27k | 19.59 |
| 2018-03-31 | $539k | 27k | 19.88 |
| 2017-12-31 | $551k | 27k | 20.15 |
| 2017-09-30 | $561k | 30k | 18.95 |
| 2017-06-30 | $550k | 29k | 18.75 |
More positions owned by Institute For Wealth Management
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