Institute For Wealth Management, Llc. Purchases in Q3 2024

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
42.6K
+ 489.15%
$83.76 - $91.82 $3.57M - $3.91M
51.3K $4.68M
FTNT
Fortinet, Inc.

Technology
43
+ 0.07%
$55.39 - $77.55 $2.38K - $3.33K
57.7K $4.48M
COST
Costco Wholesale Corp

Consumer Defensive
599
+ 6.56%
$801.83 - $917.05 $480K - $549K
9.73K $8.62M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16K
+ 28.55%
$42.54 - $47.97 $680K - $767K
72K $3.42M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.84K
+ 6.35%
$113.45 - $126.18 $322K - $358K
47.5K $5.99M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
7.04K
+ 5.7%
$42.38 - $47.25 $298K - $333K
131K $6.17M
VKTX
Viking Therapeutics, Inc.

Healthcare
4.32K
+ 13.52%
$49.84 - $70.47 $215K - $304K
36.2K $2.29M
XLI
Industrial Sector Spdr

ETFs
122
+ 0.29%
$120.56 - $135.44 $14.7K - $16.5K
41.5K $5.62M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.42K
+ 59.45%
$72.18 - $107.33 $247K - $367K
9.17K $972K
XLF
Financial Sector Spdr

ETFs
453
+ 0.4%
$40.84 - $45.74 $18.5K - $20.7K
112K $5.1M
ARES
Ares Management Corp

Financial Services
879
+ 5.99%
$133.73 - $158.05 $118K - $139K
15.6K $2.43M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
413
+ 2.33%
$97.96 - $124.99 $40.5K - $51.6K
18.1K $2.26M
JD
Jd.Com, Inc.

Consumer Cyclical
10.5K
New
$24.95 - $40.01 $261K - $418K
10.5K $418K
NKE
Nike, Inc.

Consumer Cyclical
1.24K
+ 5.42%
$71.09 - $89.44 $87.8K - $110K
24K $2.12M
THO
Thor Industries Inc

Consumer Cyclical
3.6K
New
$91.4 - $109.97 $329K - $396K
3.6K $395K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.09K
New
$112.99 - $126.45 $349K - $391K
3.09K $389K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.59K
+ 22.44%
$149.02 - $167.67 $237K - $267K
8.68K $1.46M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
10.7K
New
$24.49 - $38.1 $261K - $407K
10.7K $386K
BMY
Bristol Myers Squibb CO

Healthcare
1.1K
+ 3.44%
$39.66 - $51.75 $43.5K - $56.8K
33K $1.71M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.5K
New
$50.25 - $50.74 $377K - $381K
7.5K $380K
ROP
Roper Technologies Inc

Industrials
679
New
$515.25 - $576.55 $350K - $391K
679 $377K
PDD
Pinduoduo Inc.

Consumer Cyclical
2.73K
New
$89.17 - $151.11 $243K - $412K
2.73K $367K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.85K
New
$162.45 - $195.17 $301K - $361K
1.85K $353K
IWM
Ishares Russell 2000 ETF

ETFs
781
+ 8.05%
$200.87 - $224.6 $157K - $175K
10.5K $2.32M
SHW
Sherwin Williams CO

Basic Materials
48
+ 1.22%
$294.65 - $384.0 $14.1K - $18.4K
3.97K $1.51M
ANSS
Ansys Inc

Technology
1.08K
New
$296.54 - $331.25 $319K - $356K
1.08K $342K
WDAY
Workday, Inc.

Technology
1.35K
New
$207.75 - $264.68 $280K - $356K
1.35K $328K
LUV
Southwest Airlines CO

Industrials
11K
New
$23.7 - $29.93 $262K - $330K
11K $326K
ZTS
Zoetis Inc.

Healthcare
1.36K
+ 51.95%
$172.58 - $196.48 $234K - $267K
3.97K $776K
CRM
Salesforce, Inc.

Technology
569
+ 5.72%
$238.42 - $276.53 $136K - $157K
10.5K $2.88M
FFIV
F5, Inc.

Technology
866
+ 32.12%
$170.44 - $223.6 $148K - $194K
3.56K $784K
PENN
Penn National Gaming Inc

Consumer Cyclical
17K
New
$16.97 - $20.77 $289K - $354K
17K $320K
JELD
Jeld Wen Holding, Inc.

Industrials
20.1K
New
$12.78 - $16.95 $256K - $340K
20.1K $317K
AVGO
Broadcom Inc.

Technology
21.7K
+ 906.27%
$136.27 - $1745.86 $2.96M - $37.9M
24.1K $4.15M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.0%
$110.22 - $120.89 $110 - $121
48.7K $5.86M
AMD
Advanced Micro Devices Inc

Technology
1.53K
+ 4.93%
$128.67 - $183.96 $196K - $281K
32.5K $5.34M
CAT
Caterpillar Inc

Industrials
59
+ 1.21%
$316.8 - $391.12 $18.7K - $23.1K
4.95K $1.94M
POOL
Pool Corp

Industrials
814
New
$296.17 - $376.8 $241K - $307K
814 $306K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.59K
+ 5.98%
$97.81 - $108.79 $156K - $173K
28.2K $3.07M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
3.77K
+ 7.98%
$39.23 - $44.22 $148K - $167K
51K $2.23M
NCNO
N Cino, Inc.

Technology
9.6K
New
$29.0 - $35.0 $279K - $336K
9.6K $303K
VTWV
Vanguard Russell 2000 Value Et

ETFs
76
+ 0.35%
$132.06 - $150.96 $10K - $11.5K
21.6K $3.18M
ACN
Accenture PLC

Technology
507
+ 23.03%
$295.44 - $355.81 $150K - $180K
2.71K $957K
NDSN
Nordson Corp

Industrials
1.1K
New
$225.0 - $262.63 $247K - $288K
1.1K $288K
LEA
Lear Corp

Consumer Cyclical
2.56K
New
$103.43 - $123.95 $265K - $317K
2.56K $279K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.83K
+ 48.08%
$76.07 - $83.33 $215K - $236K
8.72K $726K
SWK
Stanley Black & Decker, Inc.

Industrials
2.5K
New
$77.75 - $110.17 $195K - $276K
2.5K $275K
ORA
Ormat Technologies, Inc.

Utilities
3.39K
New
$69.2 - $78.16 $235K - $265K
3.39K $260K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.42K
+ 122.18%
$113.01 - $154.34 $274K - $374K
4.41K $559K
Activity Summary
Buys All Purchases 212 New Holdings 55 Increased Positions 157 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 0 Puts 0
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