Institute For Wealth Management, Llc. Flexshares Tr Ready Access Var 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	$74.74 - $75.58 $200,901 - $203,159	-2,688 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$75.53 - $76.15 $23,112 - $23,301	-306 Reduced 10.22%	2,688 $203,000
Q3 2021 Nov 15, 2021	SELL	$76.13 - $76.21 $912,189 - $913,148	-11,982 Reduced 80.01%	2,994 $228,000
Q2 2021 Jul 21, 2021	SELL	$76.1 - $76.27 $743,953 - $745,615	-9,776 Reduced 39.5%	14,976 $1.14 Million
Q1 2021 May 04, 2021	SELL	$76.14 - $76.33 $2.33 Million - $2.34 Million	-30,609 Reduced 55.29%	24,752 $1.89 Million
Q4 2020 Feb 01, 2021	BUY	$76.21 - $76.34 $2.27 Million - $2.28 Million	29,823 Added 116.78%	55,361 $4.22 Million
Q3 2020 Nov 03, 2020	BUY	$76.23 - $76.43 $643,838 - $645,527	8,446 Added 49.41%	25,538 $1.95 Million
Q2 2020 Jul 30, 2020	SELL	$74.13 - $76.29 $1.36 Million - $1.4 Million	-18,345 Reduced 51.77%	17,092 $1.3 Million
Q1 2020 Apr 29, 2020	BUY	$73.21 - $76.07 $2.59 Million - $2.7 Million	35,437 New	35,437 $2.63 Million

Others Institutions Holding RAVI

# of Institutions

57

Shares Held

15.5M

Call Options Held

0

Put Options Held

0

About FLEXSHARES TR READY ACCESS VAR

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