Institute For Wealth Management, Llc. Ishares Dj Us Tech ETF Transaction History

Institute For Wealth Management, Llc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 21, 2021	SELL	$86.67 - $99.76 $856,299 - $985,628	-9,880 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$82.45 - $93.1 $477,715 - $539,421	-5,794 Reduced 36.97%	9,880 $866,000
Q4 2020 Feb 01, 2021	BUY	$73.15 - $85.83 $860,097 - $1.01 Million	11,758 Added 300.26%	15,674 $1.33 Million
Q3 2020 Nov 03, 2020	SELL	$67.71 - $82.47 $37,375 - $45,523	-552 Reduced 12.35%	3,916 $1.18 Million
Q2 2020 Jul 30, 2020	BUY	$48.73 - $67.63 $23,146 - $32,124	475 Added 11.9%	4,468 $1.21 Million
Q1 2020 Apr 29, 2020	SELL	$45.35 - $65.22 $56,914 - $81,851	-1,255 Reduced 23.91%	3,993 $816,000
Q4 2019 Feb 27, 2020	BUY	$49.62 - $58.5 $199,819 - $235,579	4,027 Added 329.81%	5,248 $1.22 Million
Q4 2019 Jan 27, 2020	SELL	$49.62 - $58.5 $213,217 - $251,374	-4,297 Reduced 77.87%	1,221 $1.22 Million
Q3 2019 Oct 28, 2019	SELL	$48.42 - $52.88 $7,020 - $7,667	-145 Reduced 2.56%	5,518 $1.13 Million
Q2 2019 Aug 02, 2019	BUY	$44.72 - $51.35 $253,249 - $290,795	5,663 New	5,663 $1.12 Million

1,103

82.4M

104K

83.3K

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