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

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 48,595 shares of XMMO stock, worth $5.5 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

48,595

Previous 48,709 0.23%

Holding current value

$5.5 Million

Previous $5.86 Million 2.41%

% of portfolio

0.76%

Previous 0.75%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$119.61 - $136.3 $13,635 - $15,538	-114 Reduced 0.23%	48,595 $6 Million
Q3 2024 Nov 12, 2024	BUY	$110.22 - $120.89 $110 - $120	1 Added 0.0%	48,709 $5.86 Million
Q2 2024 Jul 25, 2024	SELL	$106.61 - $117.53 $23,987 - $26,444	-225 Reduced 0.46%	48,708 $5.55 Million
Q1 2024 Apr 30, 2024	BUY	$87.09 - $114.86 $87 - $114	1 Added 0.0%	48,933 $5.62 Million
Q4 2023 Jan 31, 2024	SELL	$74.81 - $90.45 $8,378 - $10,130	-112 Reduced 0.23%	48,932 $4.39 Million
Q3 2023 Oct 13, 2023	SELL	$78.48 - $83.27 $34,452 - $36,555	-439 Reduced 0.89%	49,044 $3.95 Million
Q2 2023 Jul 25, 2023	SELL	$72.7 - $79.52 $1,381 - $1,510	-19 Reduced 0.04%	49,483 $3.93 Million
Q1 2023 Apr 20, 2023	SELL	$71.28 - $79.98 $8,411 - $9,437	-118 Reduced 0.24%	49,502 $3.74 Million
Q4 2022 Feb 02, 2023	SELL	$72.14 - $80.8 $93,565 - $104,797	-1,297 Reduced 2.55%	49,620 $3.74 Million
Q3 2022 Oct 18, 2022	SELL	$68.65 - $83.42 $9,816 - $11,929	-143 Reduced 0.28%	50,917 $3.55 Million
Q2 2022 Jul 25, 2022	SELL	$70.2 - $89.17 $25,131 - $31,922	-358 Reduced 0.7%	51,060 $3.63 Million
Q1 2022 Apr 29, 2022	SELL	$79.16 - $91.92 $3,008 - $3,492	-38 Reduced 0.07%	51,418 $4.44 Million
Q4 2021 Jan 21, 2022	SELL	$84.73 - $96.52 $64,564 - $73,548	-762 Reduced 1.46%	51,456 $4.68 Million
Q3 2021 Nov 15, 2021	SELL	$81.13 - $88.42 $14,116 - $15,385	-174 Reduced 0.33%	52,218 $4.39 Million
Q2 2021 Jul 21, 2021	SELL	$79.62 - $88.93 $18,551 - $20,720	-233 Reduced 0.44%	52,392 $4.49 Million
Q1 2021 May 04, 2021	SELL	$77.23 - $88.03 $173,149 - $197,363	-2,242 Reduced 4.09%	52,625 $4.41 Million
Q4 2020 Feb 01, 2021	SELL	$67.23 - $79.47 $203,101 - $240,078	-3,021 Reduced 5.22%	54,867 $4.29 Million
Q3 2020 Nov 03, 2020	BUY	$59.07 - $67.94 $767 - $883	13 Added 0.02%	57,888 $3.83 Million
Q2 2020 Jul 30, 2020	BUY	$45.9 - $61.96 $32,313 - $43,619	704 Added 1.23%	57,875 $3.43 Million
Q1 2020 Apr 29, 2020	SELL	$41.08 - $65.22 $291,996 - $463,583	-7,108 Reduced 11.06%	57,171 $2.81 Million
Q4 2019 Feb 27, 2020	BUY	$57.04 - $61.25 $3.44 Million - $3.7 Million	60,349 Added 1535.6%	64,279 $3.93 Million
Q4 2019 Jan 27, 2020	SELL	$57.04 - $61.25 $3.47 Million - $3.73 Million	-60,873 Reduced 93.94%	3,930 $3.93 Million
Q3 2019 Oct 28, 2019	SELL	$56.76 - $60.28 $49,381 - $52,443	-870 Reduced 1.32%	64,803 $3.78 Million
Q2 2019 Aug 02, 2019	SELL	$54.6 - $60.15 $166,693 - $183,637	-3,053 Reduced 4.44%	65,673 $3.86 Million
Q1 2019 May 15, 2019	SELL	$43.61 - $57.2 $2,834 - $3,718	-65 Reduced 0.09%	68,726 $3.89 Million
Q4 2018 Feb 08, 2019	BUY	$41.61 - $54.18 $2.86 Million - $3.73 Million	68,791 New	68,791 $3.09 Million

Others Institutions Holding XMMO

# of Institutions

383

Shares Held

23.3M

Call Options Held

1.2K

Put Options Held

700

View Full List

About INVESCO EXCHANGE-TRADED FD TR

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