Institute For Wealth Management, Llc. Purchases in Q1 2025

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTWG
Vanguard Russell 2000 Growth E

ETFs
32.6K
+ 2349.06%
$185.73 - $221.19 $6.06M - $7.21M
34K $6.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
48.9K
+ 528.68%
$87.68 - $94.52 $4.28M - $4.62M
58.1K $5.44M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
VTWV
Vanguard Russell 2000 Value Et

ETFs
22.7K
+ 106.15%
$131.51 - $149.24 $2.98M - $3.38M
44K $5.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.12K
+ 24.98%
$468.34 - $539.52 $2.4M - $2.76M
25.6K $12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32.6K
+ 120.39%
$42.5 - $46.71 $1.38M - $1.52M
59.6K $2.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
14.5K
New
$92.71 - $107.38 $1.34M - $1.56M
14.5K $1.34M
VOE
Vanguard Mid Cap Value Index F

ETFs
8.26K
+ 96.97%
$156.61 - $168.02 $1.29M - $1.39M
16.8K $2.69M
IWC
Russell Micro Cap ETF

ETFs
12.1K
+ 149.09%
$110.91 - $133.46 $1.34M - $1.61M
20.2K $2.24M
VONV
Vanguard Russell 1000 Value Et

ETFs
13K
+ 149.84%
$80.21 - $86.14 $1.04M - $1.12M
21.6K $1.78M
VHT
Vanguard Health Care ETF

ETFs
3.81K
+ 131.1%
$254.06 - $273.83 $967K - $1.04M
6.71K $1.78M
VTI
Vanguard Total Stock Market Et

ETFs
3.78K
+ 438.63%
$271.18 - $303.12 $1.03M - $1.15M
4.64K $1.28M
VEA
Vanguard Ftse Developed Market

ETFs
14.2K
+ 73.25%
$47.4 - $52.99 $673K - $753K
33.6K $1.71M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
10.5K
New
$68.07 - $78.99 $717K - $832K
10.5K $717K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.75K
+ 163.41%
$237.72 - $276.98 $653K - $761K
4.43K $1.08M
SHV
Ishares Tr

ETFs
5.61K
+ 14.94%
$110.11 - $110.51 $618K - $620K
43.2K $4.77M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.37K
+ 173.26%
$110.75 - $119.78 $594K - $643K
8.46K $978K
GLD
Spdr Gold Trust

ETFs
1.48K
+ 77.66%
$243.19 - $288.14 $361K - $428K
3.4K $978K
AAON
Aaon, Inc.

Industrials
5.93K
New
$73.52 - $136.95 $436K - $812K
5.93K $463K
FCN
Fti Consulting, Inc

Industrials
2.78K
New
$160.54 - $198.75 $447K - $553K
2.78K $456K
ACGL
Arch Capital Group Ltd.

Financial Services
4.22K
+ 94.55%
$88.13 - $96.94 $372K - $409K
8.68K $834K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
93
+ 1.1%
$80.53 - $147.57 $7.49K - $13.7K
8.58K $1.13M
KNSL
Kinsale Capital Group, Inc.

Financial Services
848
New
$416.48 - $494.72 $353K - $420K
848 $412K
CMPR
Cimpress PLC

Communication Services
9.07K
New
$41.88 - $74.85 $380K - $679K
9.07K $410K
CNQ
Canadian Natural Resources LTD

Energy
12.5K
New
$26.72 - $32.74 $334K - $409K
12.5K $385K
EME
Emcor Group, Inc.

Industrials
1.03K
New
$361.16 - $535.99 $371K - $551K
1.03K $379K
RRX
Regal Rexnord Corp

Industrials
3.3K
New
$113.85 - $167.1 $376K - $552K
3.3K $376K
ASH
Ashland Global Holdings Inc

Basic Materials
6.22K
New
$55.87 - $73.16 $347K - $455K
6.22K $368K
GDDY
Go Daddy Inc.

Technology
2.01K
New
$172.13 - $214.35 $345K - $430K
2.01K $361K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.81K
New
$123.3 - $154.95 $347K - $436K
2.81K $359K
MORN
Morningstar, Inc.

Financial Services
1.17K
New
$282.49 - $334.73 $331K - $392K
1.17K $351K
ENOV
Enovis Corp

Industrials
9.08K
New
$35.51 - $47.99 $323K - $436K
9.08K $347K
CF
Cf Industries Holdings, Inc.

Basic Materials
4.11K
New
$75.03 - $97.25 $308K - $400K
4.11K $321K
ROAD
Construction Partners, Inc.

Industrials
4.46K
New
$67.61 - $93.18 $301K - $415K
4.46K $320K
CME
Cme Group Inc.

Financial Services
22
+ 0.24%
$225.82 - $266.54 $4.97K - $5.86K
9.28K $2.46M
EFV
Msci Eafe Value ETF

ETFs
5.19K
New
$51.88 - $60.73 $269K - $315K
5.19K $305K
GLBE
Global E Online Ltd.

Consumer Cyclical
8.47K
New
$35.65 - $62.84 $302K - $532K
8.47K $301K
IOT
Samsara Inc.

Technology
7.64K
New
$34.06 - $60.96 $260K - $465K
7.64K $292K
LII
Lennox International Inc

Industrials
503
New
$553.05 - $666.93 $278K - $335K
503 $282K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.82K
New
$38.89 - $41.6 $265K - $284K
6.82K $276K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.61K
New
$103.02 - $140.69 $268K - $366K
2.61K $275K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.7K
New
$39.61 - $42.65 $265K - $286K
6.7K $273K
KKR
Kkr & Co. Inc.

Financial Services
4.42K
+ 58.38%
$108.17 - $167.07 $478K - $738K
12K $1.39M
CTAS
Cintas Corp

Industrials
760
+ 15.83%
$182.09 - $208.14 $138K - $158K
5.56K $1.14M
NTRA
Natera, Inc.

Healthcare
1.86K
New
$132.63 - $177.0 $247K - $330K
1.86K $263K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.57K
New
$100.34 - $100.68 $258K - $259K
2.57K $259K
ADSK
Autodesk, Inc.

Technology
1.05K
+ 135.39%
N/A
1.83K $449K
PDI
Pimco Dynamic Income Fund

Financial Services
12.2K
New
$18.51 - $20.05 $225K - $244K
12.2K $240K
ALLE
Allegion PLC

Industrials
1.81K
New
$123.79 - $135.5 $223K - $245K
1.81K $235K
Activity Summary
Buys All Purchases 180 New Holdings 46 Increased Positions 134 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 1 Puts 0
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