Institute For Wealth Management, Llc. Ishares Tr Transaction History
Institute For Wealth Management, Llc.
- $929 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding IEO
# of Institutions
172Shares Held
2.18MCall Options Held
37.1KPut Options Held
30.3K- 
    
      Morgan Stanley New York, NY356KShares$30.9 Million0.0% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC141KShares$12.3 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC101KShares$8.8 Million0.0% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA98KShares$8.51 Million0.0% of portfolio
- 
    
      Ep Wealth Advisors, LLC Torrance, CA82.3KShares$7.14 Million0.05% of portfolio