Institute For Wealth Management, Llc. Ishares Tr Transaction History
Institute For Wealth Management, Llc.
- $763 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding IAK
# of Institutions
180Shares Held
3.84MCall Options Held
2.2KPut Options Held
2K-
Morgan Stanley New York, NY352KShares$48 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA259KShares$35.4 Million0.01% of portfolio
-
Spc Financial, Inc.164KShares$22.3 Million2.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC160KShares$21.8 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA147KShares$20.1 Million0.07% of portfolio