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

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

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

63

Shares Held

11.4M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

7.21M
Shares

$141 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

578K
Shares

$11.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

444K
Shares

$8.69 Million
0.01% of portfolio
Morgan Stanley New York, NY

344K
Shares

$6.74 Million
0.0% of portfolio
M Holdings Securities, Inc. Portland, OR

337K
Shares

$6.61 Million
1.75% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PIE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.