Institute For Wealth Management, Llc. Proshares Ultra Russell 2000 Transaction History

Institute For Wealth Management, Llc.

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$29.86 - $36.42 $21,081 - $25,712	-706 Reduced 2.35%	29,389 $915,000
Q1 2022 Apr 29, 2022	SELL	N/A	-166 Reduced 0.55%	30,095 $1.4 Million
Q4 2021 Jan 21, 2022	SELL	N/A	-88 Reduced 0.29%	30,261 $1.68 Million
Q3 2021 Nov 15, 2021	SELL	N/A	-120 Reduced 0.39%	30,349 $1.64 Million
Q2 2021 Jul 21, 2021	BUY	N/A	15,136 Added 98.72%	30,469 $1.82 Million

Q1 2021 May 04, 2021	SELL	N/A	-3,157 Reduced 17.07%	15,333 $1.71 Million
Q3 2020 Nov 03, 2020	SELL	N/A	-180 Reduced 0.96%	18,490 $978,000
Q2 2020 Jul 30, 2020	SELL	N/A	-141 Reduced 0.75%	18,670 $907,000
Q1 2020 Apr 29, 2020	SELL	N/A	-1,736 Reduced 8.45%	18,811 $618,000
Q4 2019 Feb 27, 2020	BUY	N/A	18,965 Added 1198.8%	20,547 $1.58 Million
Q4 2019 Jan 27, 2020	SELL	N/A	-18,976 Reduced 92.3%	1,582 $1.58 Million
Q3 2019 Oct 28, 2019	SELL	N/A	-54 Reduced 0.26%	20,558 $1.33 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-473 Reduced 2.24%	20,612 $1.42 Million
Q1 2019 May 15, 2019	SELL	N/A	-554 Reduced 2.56%	21,085 $1.42 Million
Q4 2018 Feb 08, 2019	BUY	N/A	322 Added 1.51%	21,639 $1.13 Million
Q3 2018 Oct 29, 2018	BUY	N/A	852 Added 4.16%	21,317 $1.8 Million
Q2 2018 Aug 10, 2018	BUY	N/A	778 Added 3.95%	20,465 $1.63 Million
Q1 2018 May 15, 2018	SELL	N/A	-673 Reduced 3.31%	19,687 $1.38 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-432 Reduced 2.08%	20,360 $1.44 Million
Q3 2017 Nov 14, 2017	BUY	N/A	10,290 Added 97.98%	20,792 $1.39 Million
Q2 2017 Aug 14, 2017	BUY	N/A	10,502	10,502 $1.26 Million

574K

288K

70.3K

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

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