Institute For Wealth Management, Llc. Purchases in Q3 2025

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.88K
+ 7.14%
$546.99 - $602.2 $1.03M - $1.13M
28.2K $16.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.64K
+ 17.58%
$617.65 - $666.84 $1.01M - $1.09M
10.9K $7.29M
AVGO
Broadcom Inc.

Technology
64
+ 0.28%
$264.74 - $369.57 $16.9K - $23.7K
22.9K $7.56M
VHT
Vanguard Health Care ETF

ETFs
4.47K
+ 150.86%
$239.12 - $259.95 $1.07M - $1.16M
7.43K $1.93M
CVX
Chevron Corp

Energy
7.33K
+ 181.43%
$145.57 - $161.83 $1.07M - $1.19M
11.4K $1.77M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.72K
+ 26.79%
$276.51 - $305.12 $752K - $830K
12.9K $3.83M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
431
+ 2.42%
$275.84 - $326.36 $119K - $141K
18.3K $5.96M
GE
General Electric CO

Industrials
1.15K
+ 10.65%
$244.75 - $305.63 $281K - $351K
11.9K $3.59M
VAW
Vanguard Materials ETF

ETFs
3.25K
New
$193.21 - $210.15 $628K - $683K
3.25K $665K
VBR
Vanguard Small Cap Value ETF

ETFs
1.81K
+ 9.54%
$195.41 - $212.37 $353K - $384K
20.8K $4.34M
VGT
Vanguard Information Technolog

ETFs
343
+ 8.42%
$656.44 - $753.15 $225K - $258K
4.42K $3.3M
VNQ
Vanguard Specialized Funds Van

ETFs
6.24K
+ 65.36%
$88.47 - $93.24 $552K - $582K
15.8K $1.44M
VDE
Vanguard Energy ETF

ETFs
4.45K
+ 182.98%
$118.37 - $129.65 $527K - $577K
6.88K $866K
ALV
Autoliv Inc

Consumer Cyclical
4.08K
New
$110.31 - $127.65 $450K - $520K
4.08K $503K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.16K
+ 24.4%
$53.81 - $57.52 $385K - $412K
36.5K $2.1M
CAT
Caterpillar Inc

Industrials
98
+ 2.19%
$390.92 - $477.15 $38.3K - $46.8K
4.56K $2.18M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
7.72K
New
$50.98 - $67.62 $394K - $522K
7.72K $435K
GSHD
Goosehead Insurance, Inc.

Financial Services
5.81K
New
$73.5 - $104.57 $427K - $607K
5.81K $432K
VGSH
Vanguard

ETFs
7.12K
+ 22.53%
$58.43 - $58.88 $416K - $419K
38.7K $2.28M
TYL
Tyler Technologies Inc

Technology
803
New
$522.22 - $611.76 $419K - $491K
803 $420K
BX
Blackstone Inc.

Financial Services
194
+ 1.11%
$152.77 - $188.68 $29.6K - $36.6K
17.7K $3.03M
CNM
Core & Main, Inc.

Industrials
7.47K
New
$48.56 - $66.98 $363K - $500K
7.47K $402K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.64K
+ 39.45%
$108.46 - $120.63 $286K - $319K
9.34K $1.11M
ADEA
Adeia Inc.

Technology
21.7K
New
$12.34 - $16.95 $268K - $369K
21.7K $365K
VIG
Vanguard Dividend Appreciation

ETFs
2.01K
+ 37.41%
N/A
7.36K $1.34M
PHM
Pultegroup Inc

Consumer Cyclical
222
+ 1.78%
$108.0 - $141.42 $24K - $31.4K
12.7K $1.68M
WSO
Watsco Inc

Industrials
869
New
$381.94 - $489.97 $332K - $426K
869 $351K
RKT
Rocket Companies, Inc.

Financial Services
17.9K
New
$13.31 - $21.16 $238K - $379K
17.9K $346K
PLTR
Palantir Technologies Inc.

Technology
720
+ 15.77%
$130.68 - $186.97 $94.1K - $135K
5.29K $964K
VB
Vanguard Small Cap ETF

ETFs
1.33K
New
$237.58 - $259.17 $317K - $345K
1.33K $338K
CTSH
Cognizant Technology Solutions Corp

Technology
4.96K
New
$66.67 - $80.98 $331K - $402K
4.96K $332K
BSX
Boston Scientific Corp

Healthcare
3.4K
New
$97.03 - $108.14 $329K - $367K
3.4K $331K
AROC
Archrock, Inc.

Energy
12.6K
New
$22.0 - $26.51 $276K - $333K
12.6K $330K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.18K
+ 15.97%
$70.85 - $76.96 $296K - $322K
30.3K $2.31M
WDC
Western Digital Corp

Technology
2.67K
New
$63.84 - $120.06 $170K - $320K
2.67K $320K
NYT
New York Times CO

Communication Services
5.57K
New
$51.43 - $61.95 $286K - $345K
5.57K $319K
MGEE
Mge Energy Inc

Utilities
3.5K
New
$83.0 - $90.05 $291K - $315K
3.5K $294K
AUR
Aurora Innovation, Inc.

Technology
52.7K
New
$5.05 - $6.56 $266K - $346K
52.7K $284K
EXLS
Exl Service Holdings, Inc.

Technology
6.37K
New
$41.4 - $45.43 $264K - $289K
6.37K $280K
WTW
Willis Towers Watson PLC

Financial Services
755
New
$301.83 - $345.45 $228K - $261K
755 $260K
IWN
Ishares Russell2000 Val ETF

ETFs
1.48K
New
$157.1 - $178.94 $232K - $264K
1.48K $260K
TT
Trane Technologies PLC

Industrials
639
+ 65.47%
$398.96 - $472.54 $255K - $302K
1.62K $681K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.69K
New
$93.1 - $110.49 $250K - $297K
2.69K $250K
VKTX
Viking Therapeutics, Inc.

Healthcare
13.1K
+ 14.46%
$23.09 - $42.09 $302K - $550K
103K $2.64M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.74K
New
$82.29 - $90.77 $225K - $249K
2.74K $247K
ONON
On Holding Ag

Consumer Cyclical
5.66K
New
$42.35 - $54.36 $239K - $307K
5.66K $239K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.72K
New
$28.71 - $37.46 $193K - $252K
6.72K $237K
NSC
Norfolk Southern Corp

Industrials
777
New
$259.49 - $300.41 $202K - $233K
777 $233K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
8.85K
New
$25.09 - $33.65 $222K - $298K
8.85K $227K
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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