Institute For Wealth Management, Llc. Ishares Tr Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding IDV
# of Institutions
576Shares Held
97.7MCall Options Held
23.6KPut Options Held
166K- 
    
      Bank Of America Corp Charlotte, NC12.4MShares$453 Million0.03% of portfolio
- 
    
      Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL8.45MShares$308 Million0.41% of portfolio
- 
    
      Morgan Stanley New York, NY7.02MShares$256 Million0.02% of portfolio
- 
    
      Envestnet Asset Management Inc4.79MShares$175 Million0.05% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN3.95MShares$144 Million0.04% of portfolio