Institute For Wealth Management, Llc. Ishares Russell2000 Val ETF Call Options Transaction History

Institute For Wealth Management, Llc.

5 transactions

Quarter	Operation	Price Per call	calls change	calls Held
Q1 2024 Apr 30, 2024	SELL	$145.61 - $158.81 $655,245 - $714,645	-4,500 Reduced 56.25%	3,500 $555,000
Q4 2023 Jan 31, 2024	BUY	$125.51 - $158.2 $1 Million - $1.27 Million	8,000 New	8,000 $1.24 Million
Q4 2021 Jan 21, 2022	BUY	$157.31 - $176.88 $78,655 - $88,440	500 Added 33.33%	2,000 $6,000
Q1 2021 May 04, 2021	SELL	$130.0 - $169.53 $585,000 - $762,885	-4,500 Reduced 75.0%	1,500 $31,000
Q4 2020 Feb 01, 2021	BUY	$100.9 - $132.3 $605,400 - $793,800	6,000 New	6,000 $790,000

1,139

63.2M

717K

151K

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