Institute For Wealth Management, Llc. Global X Fds Global X Superdiv Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	SELL	$8.08 - $9.41 $22,567 - $26,282	-2,793 Reduced 19.93%	11,223 $85,000
Q2 2022 Jul 25, 2022	SELL	$9.08 - $11.82 $11,649 - $15,165	-1,283 Reduced 8.39%	14,016 $130,000
Q1 2022 Apr 29, 2022	SELL	$10.05 - $12.71 $653 - $826	-65 Reduced 0.42%	15,299 $175,000
Q4 2021 Jan 21, 2022	SELL	$11.94 - $13.51 $1,110 - $1,256	-93 Reduced 0.6%	15,364 $189,000
Q2 2021 Jul 21, 2021	SELL	$13.8 - $14.72 $3,339 - $3,562	-242 Reduced 1.54%	15,457 $218,000

Q1 2021 May 04, 2021	SELL	$12.86 - $14.08 $2,906 - $3,182	-226 Reduced 1.42%	15,699 $218,000
Q4 2020 Feb 01, 2021	SELL	$10.61 - $13.11 $14,716 - $18,183	-1,387 Reduced 8.01%	15,925 $204,000
Q3 2020 Nov 03, 2020	SELL	$10.54 - $11.5 $1,960 - $2,139	-186 Reduced 1.06%	17,312 $186,000
Q2 2020 Jul 30, 2020	SELL	$8.43 - $12.46 $2,613 - $3,862	-310 Reduced 1.74%	17,498 $193,000
Q1 2020 Apr 29, 2020	SELL	$8.1 - $18.05 $17,115 - $38,139	-2,113 Reduced 10.61%	17,808 $166,000
Q4 2019 Feb 27, 2020	BUY	$16.38 - $17.83 $320,540 - $348,915	19,569 Added 5559.38%	19,921 $352,000
Q4 2019 Jan 27, 2020	SELL	$16.38 - $17.83 $728,091 - $792,543	-44,450 Reduced 99.21%	352 $352,000
Q3 2019 Oct 28, 2019	SELL	$15.85 - $17.38 $66,157 - $72,544	-4,174 Reduced 8.52%	44,802 $760,000
Q2 2019 Aug 02, 2019	SELL	$16.85 - $18.41 $135,979 - $148,568	-8,070 Reduced 14.15%	48,976 $843,000
Q1 2019 May 15, 2019	BUY	$17.28 - $19.22 $17,124 - $19,047	991 Added 1.77%	57,046 $1.04 Million
Q4 2018 Feb 08, 2019	SELL	$16.68 - $20.27 $77,728 - $94,458	-4,660 Reduced 7.68%	56,055 $959,000
Q3 2018 Oct 29, 2018	SELL	$20.19 - $21.36 $4,320 - $4,571	-214 Reduced 0.35%	60,715 $1.22 Million
Q2 2018 Aug 10, 2018	SELL	$20.43 - $21.15 $1,756 - $1,818	-86 Reduced 0.14%	60,929 $1.27 Million
Q1 2018 May 15, 2018	SELL	$20.35 - $22.55 $49,023 - $54,322	-2,409 Reduced 3.8%	61,015 $1.26 Million
Q4 2017 Feb 12, 2018	SELL	$21.05 - $22.38 $69,843 - $74,256	-3,318 Reduced 4.97%	63,424 $1.38 Million
Q3 2017 Nov 14, 2017	SELL	$21.88 - $22.02 $10,414 - $10,481	-476 Reduced 0.71%	66,742 $1.47 Million
Q2 2017 Aug 14, 2017	BUY	N/A	67,218	67,218 $1.45 Million

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