Institute For Wealth Management, Llc. Ishares Russell 2000 ETF Call Options Transaction History

Institute For Wealth Management, Llc.

12 transactions

Quarter	Operation	Price Per call	calls change	calls Held
Q1 2024 Apr 30, 2024	SELL	$189.48 - $210.3 $322,116 - $357,510	-1,700 Reduced 26.15%	4,800 $1.01 Million
Q4 2023 Jan 31, 2024	BUY	$162.21 - $204.82 $486,630 - $614,460	3,000 Added 85.71%	6,500 $1.3 Million
Q3 2023 Oct 13, 2023	SELL	$174.36 - $198.71 $3.75 Million - $4.27 Million	-21,500 Reduced 86.0%	3,500 $618,000
Q2 2023 Jul 25, 2023	BUY	$170.4 - $187.93 $2.98 Million - $3.29 Million	17,500 Added 233.33%	25,000 $4.68 Million
Q1 2023 Apr 20, 2023	BUY	$170.25 - $198.32 $85,125 - $99,160	500 Added 7.14%	7,500 $1.34 Million
Q4 2022 Feb 02, 2023	BUY	$166.81 - $188.05 $834,050 - $940,250	5,000 Added 250.0%	7,000 $1.22 Million
Q3 2022 Oct 18, 2022	BUY	$164.17 - $201.07 $328,340 - $402,140	2,000 New	2,000 $0
Q1 2022 Apr 29, 2022	SELL	$191.52 - $225.32 $95,760 - $112,660	-500 Reduced 20.0%	2,000 $411,000
Q4 2021 Jan 21, 2022	SELL	$212.12 - $242.56 $106,060 - $121,280	-500 Reduced 16.67%	2,500 $2,000
Q3 2020 Nov 03, 2020	SELL	$139.07 - $158.46 $1.89 Million - $2.16 Million	-13,600 Reduced 81.93%	3,000 $449,000
Q4 2019 Feb 27, 2020	BUY	$146.46 - $166.68 $2.43 Million - $2.76 Million	16,574 Added 63746.15%	16,600 $26,000
Q4 2019 Jan 27, 2020	BUY	$146.46 - $166.68 $3,807 - $4,333	26 New	26 $26,000

2,661

307M

232M

524M

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