Institute For Wealth Management, Llc. ETF Ser Solutions U S Global J Transaction History

Institute For Wealth Management, Llc.

$874 Million
Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in ETF Ser Solutions U S Global J stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 24,103 shares of JETS stock, worth $592,451. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,103

Previous 23,868 0.98%

Holding current value

$592,451

Previous $495,000 11.72%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$17.37 - $23.44 $4,081 - $5,508	235 Added 0.98%	24,103 $553,000
Q3 2024 Nov 12, 2024	SELL	$16.76 - $20.84 $2,430 - $3,021	-145 Reduced 0.6%	23,868 $494,000
Q2 2024 Jul 25, 2024	SELL	$19.37 - $21.18 $3,719 - $4,066	-192 Reduced 0.79%	24,013 $472,000
Q4 2023 Jan 31, 2024	SELL	$14.74 - $19.34 $95,706 - $125,574	-6,493 Reduced 21.15%	24,205 $460,000
Q2 2023 Jul 25, 2023	BUY	$17.52 - $21.42 $2,190 - $2,677	125 Added 0.41%	30,698 $657,000
Q4 2022 Feb 02, 2023	BUY	$15.24 - $18.74 $304,281 - $374,162	19,966 Added 188.23%	30,573 $522,000
Q3 2022 Oct 18, 2022	BUY	$15.01 - $19.25 $159,211 - $204,184	10,607 New	10,607 $159,000

Others Institutions Holding JETS

# of Institutions

224

Shares Held

17M

Call Options Held

8.38M

Put Options Held

7.9M

View Full List

About ETF SER SOLUTIONS U S GLOBAL J

Ticker JETS
Sector ETFs
Industry ETFs

More about JETS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. ETF Ser Solutions U S Global J Transaction History