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 42,190 shares of JOET stock, worth $1.46 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
42,190
Previous 42,185 0.01%
Holding current value
$1.46 Million
Previous $1.29 Million 12.21%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$26.21 - $28.59 $808,106 - $881,486
30,832 New
30,832 $823,000

Others Institutions Holding JOET

About VIRTUS ETF TR II VIRTUS TERRAN


  • Ticker JOET
  • Sector ETFs
  • Industry ETFs
More about JOET
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