Institute For Wealth Management, Llc. Vanguard Extended Duration Tre Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,422 shares of EDV stock, worth $583,307. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,422
Previous 7,648 10.12%
Holding current value
$583,307
Previous $514,000 12.06%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$63.28 - $69.5 $48,978 - $53,793
774 Added 10.12%
8,422 $576,000
Q2 2025

Jul 18, 2025
BUY
$62.83 - $72.45 $480,523 - $554,097
7,648 New
7,648 $514,000
Q2 2024

Jul 25, 2024
BUY
$68.41 - $76.58 $98,989 - $110,811
1,447 Added 15.47%
10,799 $792,000
Q1 2024

Apr 30, 2024
SELL
$73.47 - $80.71 $16,971 - $18,644
-231 Reduced 2.41%
9,352 $716,000
Q4 2023

Jan 31, 2024
BUY
$62.83 - $82.79 $195,338 - $257,394
3,109 Added 48.02%
9,583 $776,000
Q3 2023

Oct 13, 2023
BUY
$69.75 - $86.3 $451,561 - $558,706
6,474 New
6,474 $453,000

Others Institutions Holding EDV

# of Institutions
200
Shares Held
15.7M
Call Options Held
606K
Put Options Held
325K
View Full List

About VANGUARD EXTENDED DURATION TRE

EDV Quotes by TradingView
  • Ticker EDV
  • Sector ETFs
  • Industry ETFs
More about EDV
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