Institute For Wealth Management, Llc. Vaneck ETF Tr Biotech ETF Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vaneck ETF Tr Biotech ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,494 shares of BBH stock, worth $1.41 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,494

Previous 7,581 1.15%

Holding current value

$1.41 Million

Previous $1.16 Million 6.8%

% of portfolio

0.13%

Previous 0.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$154.79 - $169.41 $13,466 - $14,738	-87 Reduced 1.15%	7,494 $1.24 Million
Q1 2025 Apr 21, 2025	SELL	$157.04 - $169.58 $3,454 - $3,730	-22 Reduced 0.29%	7,581 $1.19 Million
Q4 2024 Jan 23, 2025	BUY	$156.32 - $178.25 $312 - $356	2 Added 0.03%	7,603 $1.19 Million
Q3 2024 Nov 12, 2024	SELL	$167.06 - $182.72 $12,863 - $14,069	-77 Reduced 1.0%	7,601 $1.35 Million
Q4 2023 Jan 31, 2024	SELL	$143.93 - $166.4 $17,271 - $19,968	-120 Reduced 1.54%	7,678 $1.27 Million

Q3 2023 Oct 13, 2023	SELL	$152.6 - $165.22 $2,289 - $2,478	-15 Reduced 0.19%	7,798 $1.21 Million
Q2 2023 Jul 25, 2023	SELL	$154.15 - $167.37 $9,865 - $10,711	-64 Reduced 0.81%	7,813 $1.22 Million
Q1 2023 Apr 20, 2023	BUY	$151.32 - $169.5 $37,981 - $42,544	251 Added 3.29%	7,877 $1.28 Million
Q4 2022 Feb 02, 2023	SELL	$142.49 - $170.13 $11,826 - $14,120	-83 Reduced 1.08%	7,626 $1.22 Million
Q3 2022 Oct 18, 2022	SELL	$136.76 - $163.51 $15,453 - $18,476	-113 Reduced 1.44%	7,709 $1.09 Million
Q2 2022 Jul 25, 2022	SELL	$132.48 - $167.33 $3,576 - $4,517	-27 Reduced 0.34%	7,822 $1.14 Million
Q1 2022 Apr 29, 2022	SELL	$148.02 - $186.49 $11,841 - $14,919	-80 Reduced 1.01%	7,849 $1.27 Million
Q4 2021 Jan 21, 2022	BUY	$182.1 - $202.87 $73,386 - $81,756	403 Added 5.35%	7,929 $1.5 Million
Q3 2021 Nov 15, 2021	BUY	$195.25 - $220.75 $72,437 - $81,898	371 Added 5.19%	7,526 $1.52 Million
Q2 2021 Jul 21, 2021	BUY	$173.72 - $201.85 $53,158 - $61,766	306 Added 4.47%	7,155 $1.44 Million
Q1 2021 May 04, 2021	BUY	$167.43 - $195.8 $21,263 - $24,866	127 Added 1.89%	6,849 $1.2 Million
Q4 2020 Feb 01, 2021	BUY	$152.3 - $177.17 $22,997 - $26,752	151 Added 2.3%	6,722 $1.14 Million
Q3 2020 Nov 03, 2020	BUY	$150.86 - $177.04 $57,477 - $67,452	381 Added 6.16%	6,571 $1.07 Million
Q2 2020 Jul 30, 2020	BUY	$124.43 - $164.89 $27,872 - $36,935	224 Added 3.75%	6,190 $1.01 Million
Q1 2020 Apr 29, 2020	BUY	$114.53 - $144.75 $11,796 - $14,909	103 Added 1.76%	5,966 $764,000
Q4 2019 Feb 27, 2020	BUY	$114.81 - $142.85 $579,331 - $720,821	5,046 Added 617.63%	5,863 $817,000
Q4 2019 Jan 27, 2020	SELL	$114.81 - $142.85 $477,379 - $593,970	-4,158 Reduced 83.58%	817 $817,000
Q2 2019 Aug 02, 2019	SELL	N/A	-125 Reduced 2.45%	4,975 $642,000
Q1 2019 May 15, 2019	SELL	N/A	-70 Reduced 1.35%	5,100 $655,000
Q4 2018 Feb 08, 2019	BUY	N/A	5,170 New	5,170 $572,000

Others Institutions Holding BBH

# of Institutions

125

Shares Held

779K

Call Options Held

1.4K

Put Options Held

4.5K

View Full List

About VANECK ETF TR BIOTECH ETF

Ticker BBH
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. Vaneck ETF Tr Biotech ETF Transaction History