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

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	SELL	$29.21 - $36.42 $20,622 - $25,712	-706 Reduced 2.35%	29,389 $915,000
Q1 2022 Apr 29, 2022	SELL	$40.88 - $56.9 $6,786 - $9,445	-166 Reduced 0.55%	30,095 $1.4 Million
Q4 2021 Jan 21, 2022	SELL	$50.53 - $66.27 $4,446 - $5,831	-88 Reduced 0.29%	30,261 $1.68 Million
Q3 2021 Nov 15, 2021	SELL	$50.69 - $60.89 $6,082 - $7,306	-120 Reduced 0.39%	30,349 $1.64 Million
Q2 2021 Jul 21, 2021	BUY	$51.16 - $61.63 $774,357 - $932,831	15,136 Added 98.72%	30,469 $1.82 Million
Q1 2021 May 04, 2021	SELL	$43.63 - $63.13 $137,739 - $199,301	-3,157 Reduced 17.07%	15,333 $1.71 Million
Q3 2020 Nov 03, 2020	SELL	$22.92 - $29.54 $4,125 - $5,317	-180 Reduced 0.96%	18,490 $978,000
Q2 2020 Jul 30, 2020	SELL	$13.63 - $27.99 $1,921 - $3,946	-141 Reduced 0.75%	18,670 $907,000
Q1 2020 Apr 29, 2020	SELL	$12.57 - $40.24 $21,821 - $69,856	-1,736 Reduced 8.45%	18,811 $618,000
Q4 2019 Feb 27, 2020	BUY	$30.14 - $38.96 $571,605 - $738,876	18,965 Added 1198.8%	20,547 $1.58 Million
Q4 2019 Jan 27, 2020	SELL	$30.14 - $38.96 $571,936 - $739,304	-18,976 Reduced 92.3%	1,582 $1.58 Million
Q3 2019 Oct 28, 2019	SELL	$32.17 - $34.96 $1,737 - $1,887	-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

Others Institutions Holding UWM

# of Institutions

Shares Held

606K

Call Options Held

144K

Put Options Held

44.3K

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