Institute For Wealth Management, Llc. Ishares Core S&P Mid Cap ETF Transaction History

Institute For Wealth Management, Llc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 21, 2021	SELL	$260.21 - $276.38 $445,479 - $473,162	-1,712 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$226.3 - $267.93 $481,113 - $569,619	-2,126 Reduced 55.39%	1,712 $446,000
Q4 2020 Feb 01, 2021	BUY	$187.77 - $230.69 $85,247 - $104,733	454 Added 13.42%	3,838 $882,000
Q3 2020 Nov 03, 2020	SELL	$174.43 - $196.49 $13,605 - $15,326	-78 Reduced 2.25%	3,384 $627,000
Q2 2020 Jul 30, 2020	BUY	$133.18 - $194.42 $461,069 - $673,082	3,462 New	3,462 $616,000
Q1 2020 Apr 29, 2020	SELL	$121.75 - $210.58 $111,644 - $193,101	-917 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$185.78 - $206.16 $170,360 - $189,048	917 New	917 $189,000
Q3 2019 Oct 28, 2019	SELL	$183.17 - $198.52 $271,824 - $294,603	-1,484 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	$181.14 - $198.0 $268,811 - $293,832	1,484 New	1,484 $288,000
Q1 2018 May 15, 2018	SELL	$179.89 - $199.21 $1.24 Million - $1.38 Million	-6,917 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$180.58 - $190.73 $1.25 Million - $1.32 Million	6,917 New	6,917 $1.31 Million
Q3 2017 Nov 14, 2017	SELL	$176.74 - $178.9 $255,212 - $258,331	-1,444 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	1,444	1,444 $249,000

2,466

1.05B

888K

55.6K

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