Institute For Wealth Management, Llc. Ishares Trust Ishares 1 5 Year Transaction History

Institute For Wealth Management, Llc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$47.21 - $54.5 $501,511 - $578,953	-10,623 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$53.49 - $53.82 $537,734 - $541,052	10,053 Added 1763.68%	10,623 $570,000
Q4 2019 Jan 27, 2020	SELL	$53.49 - $53.82 $537,574 - $540,891	-10,050 Reduced 94.63%	570 $570,000
Q2 2019 Aug 02, 2019	BUY	$52.58 - $53.44 $54,367 - $55,256	1,034 Added 10.79%	10,620 $568,000
Q1 2019 May 15, 2019	BUY	$51.67 - $52.87 $495,308 - $506,811	9,586 New	9,586 $506,000

959

310M

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