Institute For Wealth Management, Llc. Virtus ETF Tr Ii Virtus Terran Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Virtus ETF Tr Ii Virtus Terran stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 39,272 shares of JOET stock, worth $1.61 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
39,272
Previous 40,372 2.72%
Holding current value
$1.61 Million
Previous $1.48 Million 7.79%
% of portfolio
0.18%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$32.81 - $40.9 $36,091 - $44,990
-1,100 Reduced 2.72%
39,272 $1.59 Million
Q4 2024

Jan 23, 2025
SELL
$36.56 - $41.07 $9,688 - $10,883
-265 Reduced 0.65%
40,372 $1.53 Million
Q3 2024

Nov 12, 2024
SELL
$32.43 - $36.78 $40,894 - $46,379
-1,261 Reduced 3.01%
40,637 $1.49 Million
Q2 2024

Jul 25, 2024
SELL
$32.12 - $34.33 $9,379 - $10,024
-292 Reduced 0.69%
41,898 $1.44 Million
Q1 2024

Apr 30, 2024
BUY
$29.86 - $34.42 $149 - $172
5 Added 0.01%
42,190 $1.45 Million
Q4 2023

Jan 31, 2024
SELL
$26.3 - $31.09 $5,523 - $6,528
-210 Reduced 0.5%
42,185 $1.29 Million
Q2 2023

Jul 25, 2023
SELL
$26.83 - $28.77 $13,415 - $14,385
-500 Reduced 1.17%
42,395 $1.22 Million
Q1 2023

Apr 20, 2023
BUY
$26.19 - $28.28 $315,929 - $341,141
12,063 Added 39.12%
42,895 $1.18 Million
Q4 2022

Feb 02, 2023
BUY
$24.69 - $28.59 $761,242 - $881,486
30,832 New
30,832 $823,000

Others Institutions Holding JOET

# of Institutions
43
Shares Held
2.08M
Call Options Held
0
Put Options Held
0
View Full List

About VIRTUS ETF TR II VIRTUS TERRAN

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