Institute For Wealth Management, Llc. Spdr Ssga Us Large Cap Low Vol Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$101.36 - $112.97 $2.04 Million - $2.28 Million	-20,163 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$85.62 - $110.58 $49,659 - $64,136	580 Added 2.96%	20,163 $2.06 Million
Q1 2020 Apr 29, 2020	BUY	$76.56 - $121.5 $62,779 - $99,630	820 Added 4.37%	19,583 $1.77 Million
Q4 2019 Feb 27, 2020	BUY	$108.62 - $114.28 $1.81 Million - $1.9 Million	16,620 Added 775.55%	18,763 $2.14 Million
Q4 2019 Jan 27, 2020	SELL	$108.62 - $114.28 $1.65 Million - $1.74 Million	-15,216 Reduced 87.65%	2,143 $2.14 Million
Q3 2019 Oct 28, 2019	BUY	$110.17 - $111.99 $49,135 - $49,947	446 Added 2.64%	17,359 $1.94 Million
Q2 2019 Aug 02, 2019	BUY	N/A	904 Added 5.65%	16,913 $1.82 Million
Q1 2019 May 15, 2019	BUY	N/A	1,196 Added 8.07%	16,009 $1.61 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-247 Reduced 1.64%	14,813 $1.32 Million
Q3 2018 Oct 29, 2018	BUY	N/A	347 Added 2.36%	15,060 $1.46 Million
Q2 2018 Aug 10, 2018	BUY	N/A	806 Added 5.8%	14,713 $1.33 Million
Q1 2018 May 15, 2018	BUY	N/A	13,907 New	13,907 $1.24 Million

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$107 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$55.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$48.1 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41.9 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$37.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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