Institute For Wealth Management, Llc. Purchases in Q2 2025

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
68
+ 0.33%
$497.13 - $827.94 $33.8K - $56.3K
20.7K $17.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
10.1K
New
$219.76 - $276.94 $2.23M - $2.81M
10.1K $2.81M
VBR
Vanguard Small Cap Value ETF

ETFs
12.9K
+ 211.09%
$162.76 - $195.77 $2.1M - $2.52M
19K $3.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
692
+ 2.7%
$416.06 - $551.64 $288K - $382K
26.3K $14.5M
EUSB
Ishares Tr Esg Advanced Total

Technology
46.2K
New
$42.54 - $43.56 $1.96M - $2.01M
46.2K $2.01M
VGT
Vanguard Information Technolog

ETFs
1.57K
+ 62.7%
$470.37 - $663.28 $738K - $1.04M
4.07K $2.7M
GOOGL
Alphabet Inc.

Communication Services
338
+ 0.58%
$144.7 - $178.6 $48.9K - $60.4K
58.6K $10.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.41K
+ 44.18%
$141.87 - $164.49 $1.05M - $1.22M
24.2K $3.98M
SHV
Ishares Tr

ETFs
11.5K
+ 26.68%
$110.06 - $110.46 $1.27M - $1.27M
54.7K $6.04M
VTV
Vanguard Value ETF

ETFs
6.69K
+ 197.17%
$153.67 - $176.74 $1.03M - $1.18M
10.1K $1.78M
XLK
Technology Sector Spdr

ETFs
223
+ 1.04%
$179.73 - $253.23 $40.1K - $56.5K
21.6K $5.48M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18.8K
+ 179.26%
$45.88 - $54.4 $864K - $1.02M
29.3K $1.6M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
42.9K
New
$20.31 - $21.71 $872K - $932K
42.9K $932K
BA
Boeing CO

Industrials
625
+ 3.1%
$136.59 - $217.51 $85.4K - $136K
20.8K $4.36M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.37K
+ 53.48%
$216.28 - $284.39 $512K - $673K
6.8K $1.93M
JPM
Jpmorgan Chase & CO

Financial Services
218
+ 1.37%
$210.28 - $289.91 $45.8K - $63.2K
16.1K $4.67M
ETN
Eaton Corp PLC

Industrials
15
+ 0.2%
$246.52 - $356.99 $3.7K - $5.35K
7.42K $2.65M
COF
Capital One Financial Corp

Financial Services
2.94K
New
$150.57 - $212.76 $443K - $626K
2.94K $626K
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 1.42%
$496.48 - $617.85 $64.5K - $80.3K
9.31K $5.75M
MRVL
Marvell Technology, Inc.

Technology
3.54K
+ 18.68%
$49.38 - $79.97 $175K - $283K
22.5K $1.74M
AXP
American Express CO

Financial Services
189
+ 1.97%
$231.39 - $318.98 $43.7K - $60.3K
9.79K $3.12M
EDV
Vanguard Extended Duration Tre

ETFs
7.65K
New
$62.83 - $72.45 $481K - $554K
7.65K $514K
CIEN
Ciena Corp

Technology
5.47K
New
$53.5 - $83.89 $293K - $459K
5.47K $444K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.92K
+ 141.26%
$90.56 - $109.49 $355K - $429K
6.7K $731K
IWM
Ishares Russell 2000 ETF

ETFs
1.01K
+ 7.86%
$174.82 - $215.79 $177K - $218K
13.9K $2.99M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.43K
+ 37.61%
$53.36 - $61.57 $290K - $334K
19.9K $1.22M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
5.92K
+ 83.88%
$37.6 - $52.03 $223K - $308K
13K $675K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
561
+ 2.19%
$57.46 - $75.58 $32.2K - $42.4K
26.2K $1.98M
STX
Seagate Technology Holdings PLC

Technology
2.44K
New
$66.54 - $144.33 $162K - $351K
2.44K $351K
MLPA
Global X Mlp ETF

ETFs
6.79K
New
$46.47 - $54.16 $315K - $368K
6.79K $340K
KMX
Carmax Inc

Consumer Cyclical
4.81K
New
$62.27 - $82.77 $300K - $398K
4.81K $323K
PWR
Quanta Services, Inc.

Industrials
120
+ 5.55%
$239.47 - $381.26 $28.7K - $45.8K
2.28K $863K
APH
Amphenol Corp

Technology
561
+ 7.34%
$59.09 - $98.75 $33.1K - $55.4K
8.21K $810K
XLP
Consumer Staples Sector Spdr

ETFs
4.06K
New
N/A
4.06K $308K
D
Dominion Energy, Inc

Utilities
4.97K
+ 120.34%
$49.66 - $58.0 $247K - $288K
9.1K $514K
SEIC
Sei Investments CO

Financial Services
2.98K
New
$66.45 - $89.86 $198K - $268K
2.98K $267K
RMD
Resmed Inc

Healthcare
1.01K
New
$204.54 - $258.0 $206K - $260K
1.01K $259K
NHC
National Healthcare Corp

Healthcare
2.39K
New
$89.91 - $109.05 $215K - $261K
2.39K $255K
C
Citigroup Inc

Financial Services
30
+ 0.17%
$58.13 - $85.12 $1.74K - $2.55K
17.7K $1.51M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.01%
$118.55 - $170.08 $119 - $170
12.2K $2.02M
CPNG
Coupang, Inc.

Consumer Cyclical
8.16K
New
$19.76 - $30.81 $161K - $251K
8.16K $244K
SPOT
Spotify Technology S.A.

Communication Services
319
New
$503.3 - $775.9 $161K - $248K
319 $244K
CSGS
Csg Systems International Inc

Technology
3.7K
New
$56.51 - $66.33 $209K - $245K
3.7K $241K
ATR
Aptargroup, Inc.

Healthcare
1.53K
New
$133.66 - $158.53 $205K - $243K
1.53K $239K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
418
+ 11.63%
$180.84 - $240.32 $75.6K - $100K
4.01K $964K
KBR
Kbr, Inc.

Industrials
4.95K
New
$46.2 - $56.12 $229K - $278K
4.95K $237K
XLC
Select Sector Spdr Tr Communic

ETFs
1.17K
+ 13.27%
$86.13 - $108.53 $100K - $126K
9.94K $1.08M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.68K
New
$104.34 - $138.68 $175K - $233K
1.68K $232K
FISV
Fiserv Inc

Technology
1.83K
+ 29.37%
N/A
8.04K $1.01M
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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