Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,150 shares of ITB stock, worth $220,977. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,150
Previous 2,150 -0.0%
Holding current value
$220,977
Previous $200,000 15.0%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$103.31 - $129.34 $222,116 - $278,081
2,150 New
2,150 $222,000
Q1 2020

Apr 29, 2020
SELL
$24.14 - $50.4 $42,969 - $89,712
-1,780 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$42.57 - $45.89 $75,774 - $81,684
1,780 New
1,780 $79,000

Others Institutions Holding ITB

# of Institutions
407
Shares Held
21.2M
Call Options Held
3.59M
Put Options Held
7.38M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
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