Institute For Wealth Management, Llc. Ishares Tr Fallen Angels Usd B Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$26.26 - $27.96 $580,713 - $618,307	-22,114 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$21.94 - $26.88 $11,342 - $13,896	517 Added 2.39%	22,114 $580,000
Q1 2020 Apr 29, 2020	BUY	$19.49 - $27.66 $8,809 - $12,502	452 Added 2.14%	21,597 $485,000
Q4 2019 Feb 27, 2020	BUY	$26.34 - $27.18 $541,866 - $559,146	20,572 Added 3590.23%	21,145 $573,000
Q4 2019 Jan 27, 2020	SELL	$26.34 - $27.18 $501,566 - $517,561	-19,042 Reduced 97.08%	573 $573,000
Q3 2019 Oct 28, 2019	BUY	$26.73 - $26.99 $28,708 - $28,987	1,074 Added 5.79%	19,615 $525,000
Q2 2019 Aug 02, 2019	BUY	N/A	1,007 Added 5.74%	18,541 $493,000
Q1 2019 May 15, 2019	BUY	N/A	668 Added 3.96%	17,534 $462,000
Q4 2018 Feb 08, 2019	BUY	N/A	530 Added 3.24%	16,866 $412,000
Q3 2018 Oct 29, 2018	BUY	N/A	157 Added 0.97%	16,336 $433,000
Q2 2018 Aug 10, 2018	SELL	N/A	-253 Reduced 1.54%	16,179 $429,000
Q1 2018 May 15, 2018	BUY	N/A	5,346 Added 48.22%	16,432 $437,000
Q4 2017 Feb 12, 2018	BUY	N/A	11,086	11,086 $300,000

Others Institutions Holding FALN

# of Institutions

292

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

About ISHARES TR FALLEN ANGELS USD B

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