Institute For Wealth Management, Llc. First Tr Exchange Traded Iv Transaction History

Institute For Wealth Management, Llc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 30, 2020	SELL	$16.75 - $23.13 $238,469 - $329,301	-14,237 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$14.87 - $26.37 $12,743 - $22,599	-857 Reduced 5.68%	14,237 $253,000
Q4 2019 Feb 27, 2020	BUY	$24.22 - $25.54 $356,251 - $375,667	14,709 Added 3820.52%	15,094 $385,000
Q4 2019 Jan 27, 2020	SELL	$24.22 - $25.54 $403,868 - $425,879	-16,675 Reduced 97.74%	385 $385,000
Q3 2019 Oct 28, 2019	SELL	$24.39 - $25.93 $398,703 - $423,877	-16,347 Reduced 48.93%	17,060 $437,000
Q2 2019 Aug 02, 2019	SELL	$24.35 - $25.39 $14,853 - $15,487	-610 Reduced 1.79%	33,407 $840,000
Q1 2019 May 15, 2019	SELL	$21.41 - $24.8 $117,498 - $136,102	-5,488 Reduced 13.89%	34,017 $841,000
Q4 2018 Feb 08, 2019	BUY	$20.55 - $23.79 $55,423 - $64,161	2,697 Added 7.33%	39,505 $847,000
Q3 2018 Oct 29, 2018	SELL	$23.11 - $24.49 $113,054 - $119,805	-4,892 Reduced 11.73%	36,808 $850,000
Q2 2018 Aug 10, 2018	SELL	$21.69 - $23.22 $113,373 - $121,370	-5,227 Reduced 11.14%	41,700 $969,000
Q1 2018 May 15, 2018	SELL	$21.49 - $24.98 $414,756 - $482,114	-19,300 Reduced 29.14%	46,927 $1.06 Million
Q4 2017 Feb 12, 2018	BUY	$24.11 - $25.27 $1.6 Million - $1.67 Million	66,227 New	66,227 $1.63 Million
Q3 2017 Nov 14, 2017	SELL	$24.74 - $24.92 $208,904 - $210,424	-8,444 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	8,444	8,444 $209,000

340

69.3M

200

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