Institute For Wealth Management, Llc. Purchases and Sells in Q2 2025

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

Top Buys

Incresed Positions

119 operations
Stock Shares change Price Range Shares Held Trade History
68
+ 0.33%
$497.13 - $827.94 $33.8K - $56.3K
20.7K $17.1M
12.9K
+ 211.09%
$162.76 - $195.77 $2.1M - $2.52M
19K $3.7M
692
+ 2.7%
$416.06 - $551.64 $288K - $382K
26.3K $14.5M
1.57K
+ 62.7%
$470.37 - $663.28 $738K - $1.04M
4.07K $2.7M
338
+ 0.58%
$144.7 - $178.6 $48.9K - $60.4K
58.6K $10.3M
7.41K
+ 44.18%
$141.87 - $164.49 $1.05M - $1.22M
24.2K $3.98M
View all

New Holdings

40 operations
Stock Shares change Price Range Shares Held Trade History
10.1K
New
$219.76 - $276.94 $2.23M - $2.81M
10.1K $2.81M
46.2K
New
$42.54 - $43.56 $1.96M - $2.01M
46.2K $2.01M
42.9K
New
$20.31 - $21.71 $872K - $932K
42.9K $932K
2.94K
New
$150.57 - $212.76 $443K - $626K
2.94K $626K
7.65K
New
$62.83 - $72.45 $481K - $554K
7.65K $514K
5.47K
New
$53.5 - $83.89 $293K - $459K
5.47K $444K
View all

Top Sells

Reduced Positions

275 operations
Stock Shares change Price Range Shares Held Trade History
-47K
- 80.87%
$85.42 - $94.39 $4.01M - $4.43M
11.1K $1.04M
-1.91K
- 1.49%
$172.42 - $223.89 $329K - $427K
126K $25.8M
-3.75K
- 55.85%
$236.71 - $261.92 $887K - $982K
2.96K $735K
-22K
- 28.63%
$40.94 - $52.1 $902K - $1.15M
54.9K $2.86M
-43
- 1.42%
$274.35 - $599.47 $11.8K - $25.8K
2.98K $929K
-1.46K
- 1.88%
$79.69 - $99.41 $117K - $145K
76.4K $7M
View all

Options

Puts

2 operations
Stock Shares change Price Range Shares Held Trade History
1.5K
New
$416.06 - $551.64 $624K - $827K
1.5K $827K
100
New
$290.25 - $353.24 $29K - $35.3K
100 $29K
Activity Summary
Buys All Purchases 159 New Holdings 40 Increased Positions 119 Sells All Sells 275 Reductions 275 Sold out 0 Options Calls 0 Puts 2
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