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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

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 40,372 shares of JOET stock, worth $1.63 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

40,372

Previous 40,637 0.65%

Holding current value

$1.63 Million

Previous $1.49 Million 2.07%

% of portfolio

0.19%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.27M

Call Options Held

Put Options Held

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About VIRTUS ETF TR II VIRTUS TERRAN

Ticker JOET
Sector ETFs
Industry ETFs

More about JOET

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