Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$22.26 - $25.8 $173,872 - $201,523	-7,811 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$23.45 - $25.82 $183,167 - $201,680	7,811 New	7,811 $202,000
Q3 2021 Nov 15, 2021	SELL	$23.94 - $27.67 $186,995 - $216,130	-7,811 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$23.35 - $27.35 $182,386 - $213,630	7,811 New	7,811 $214,000
Q1 2020 Apr 29, 2020	SELL	$12.75 - $20.0 $136,692 - $214,420	-10,721 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$17.3 - $19.31 $181,926 - $203,063	10,516 Added 5129.76%	10,721 $205,000
Q4 2019 Jan 27, 2020	SELL	$17.3 - $19.31 $181,926 - $203,063	-10,516 Reduced 98.09%	205 $205,000
Q2 2019 Aug 02, 2019	SELL	$15.94 - $17.73 $11,684 - $12,996	-733 Reduced 6.4%	10,721 $190,000
Q4 2018 Feb 08, 2019	BUY	$15.34 - $17.79 $175,704 - $203,766	11,454 New	11,454 $178,000

Others Institutions Holding PIE

# of Institutions

61

Shares Held

3.93M

Call Options Held

0

Put Options Held

0

Raymond James Financial Inc St. Petersburg, FL

624K
Shares

$12 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

444K
Shares

$8.56 Million
0.01% of portfolio
M Holdings Securities, Inc. Portland, OR

378K
Shares

$7.29 Million
1.14% of portfolio
Morgan Stanley New York, NY

339K
Shares

$6.54 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

275K
Shares

$5.31 Million
0.0% of portfolio

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