Institute For Wealth Management, Llc. Purchases and Sells in Q3 2025

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

Top Buys

Incresed Positions

163 operations
Stock Shares change Price Range Shares Held Trade History
1.88K
+ 7.14%
$546.99 - $602.2 $1.03M - $1.13M
28.2K $16.9M
1.64K
+ 17.58%
$617.65 - $666.84 $1.01M - $1.09M
10.9K $7.29M
64
+ 0.28%
$264.74 - $369.57 $16.9K - $23.7K
22.9K $7.56M
4.47K
+ 150.86%
$239.12 - $259.95 $1.07M - $1.16M
7.43K $1.93M
7.33K
+ 181.43%
$145.57 - $161.83 $1.07M - $1.19M
11.4K $1.77M
2.72K
+ 26.79%
$276.51 - $305.12 $752K - $830K
12.9K $3.83M
View all

New Holdings

45 operations
Stock Shares change Price Range Shares Held Trade History
3.25K
New
$193.21 - $210.15 $628K - $683K
3.25K $665K
4.08K
New
$110.31 - $127.65 $450K - $520K
4.08K $503K
7.72K
New
$50.98 - $67.62 $394K - $522K
7.72K $435K
5.81K
New
$73.5 - $104.57 $427K - $607K
5.81K $432K
803
New
$522.22 - $611.76 $419K - $491K
803 $420K
7.47K
New
$48.56 - $66.98 $363K - $500K
7.47K $402K
View all

Top Sells

Reduced Positions

255 operations
Stock Shares change Price Range Shares Held Trade History
-128
- 0.62%
$698.02 - $870.97 $89.3K - $111K
20.6K $14.8M
-18.8K
- 34.37%
$110.06 - $110.49 $2.07M - $2.08M
35.9K $3.97M
-1.69K
- 2.98%
$74.39 - $107.65 $126K - $182K
54.9K $4.61M
-5.04K
- 5.61%
$211.65 - $238.24 $1.07M - $1.2M
84.8K $18.6M
-579
- 3.23%
$333.65 - $392.1 $193K - $227K
17.3K $6.11M
-32
- 0.77%
$1147.87 - $1297.18 $36.7K - $41.5K
4.15K $4.98M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
400
New
$23.09 - $42.09 $9.24K - $16.8K
400 $10K
Activity Summary
Buys All Purchases 208 New Holdings 45 Increased Positions 163 Sells All Sells 255 Reductions 255 Sold out 0 Options Calls 1 Puts 0
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