Institute For Wealth Management, Llc. Ishares Trust Ishares Pfd And Transaction History

Institute For Wealth Management, Llc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 29, 2020	SELL	$25.12 - $38.29 $16,679 - $25,424	-664 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$36.77 - $37.68 $24,415 - $25,019	664 New	664 $25,000
Q4 2018 Feb 08, 2019	SELL	$33.41 - $36.68 $370,750 - $407,037	-11,097 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	$37.02 - $38.0 $410,810 - $421,686	11,097 New	11,097 $418,000
Q4 2017 Feb 12, 2018	SELL	$38.07 - $38.65 $306,006 - $310,668	-8,038 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$38.8 - $38.86 $69,762 - $69,870	1,798 Added 28.81%	8,038 $312,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,240	6,240 $245,000

1,101

188M

167K

797K

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