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
TIP
Ishares Tr Tips Bd ETF

ETFs
1.97K
+ 98.35%
$109.11 - $111.88 $215K - $221K
3.98K $442K
SOXX
Ishares Semiconductor ETF

ETFs
822
New
$236.93 - $271.12 $195K - $223K
822 $222K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.27K
New
$39.42 - $42.19 $208K - $222K
5.27K $221K
WPP
Wpp PLC

Communication Services
8.82K
New
$23.63 - $36.37 $208K - $321K
8.82K $220K
MCY
Mercury General Corp

Financial Services
2.6K
New
$65.82 - $84.78 $171K - $221K
2.6K $220K
GLD
Spdr Gold Trust

ETFs
86
+ 2.37%
$300.96 - $355.47 $25.9K - $30.6K
3.72K $1.32M
MSI
Motorola Solutions, Inc.

Technology
466
New
$408.73 - $490.3 $190K - $228K
466 $213K
HRB
H&R Block Inc

Consumer Cyclical
4.2K
New
$49.28 - $56.76 $207K - $238K
4.2K $212K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
5.35K
New
$35.99 - $38.74 $193K - $207K
5.35K $207K
HNDL
Strategy Shs

ETFs
9.28K
New
$21.41 - $22.28 $199K - $207K
9.28K $206K
JHSC
John Hancock ETF Tr Multifacto

ETFs
4.9K
New
$39.08 - $42.37 $191K - $207K
4.9K $204K
MGK
Vanguard Mega Cap Growth ETF

ETFs
266
+ 10.1%
$362.31 - $405.74 $96.4K - $108K
2.9K $1.17M
CINF
Cincinnati Financial Corp

Financial Services
1.27K
New
$145.8 - $158.1 $185K - $201K
1.27K $200K
MSTR
Microstrategy Inc

Technology
985
+ 68.31%
$300.7 - $455.9 $296K - $449K
2.43K $782K
UNH
Unitedhealth Group Inc

Healthcare
284
+ 9.53%
$237.77 - $353.61 $67.5K - $100K
3.26K $1.13M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
4.11K
New
$36.33 - $46.04 $149K - $189K
4.11K $185K
VCR
Vanguard Consumer Discretionar

ETFs
169
+ 4.95%
$359.61 - $401.35 $60.8K - $67.8K
3.58K $1.42M
VOX
Vanguard Communication Service

ETFs
265
+ 3.34%
$169.0 - $192.17 $44.8K - $50.9K
8.19K $1.54M
PEP
Pepsico Inc

Consumer Defensive
1.13K
+ 41.87%
$133.81 - $152.16 $151K - $172K
3.82K $536K
CMPR
Cimpress PLC

Communication Services
515
+ 5.68%
$43.33 - $63.47 $22.3K - $32.7K
9.58K $604K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.08K
+ 64.03%
$137.51 - $145.26 $148K - $156K
2.75K $392K
INTC
Intel Corp

Technology
342
+ 2.6%
$19.31 - $35.5 $6.6K - $12.1K
13.5K $453K
VTI
Vanguard Total Stock Market Et

ETFs
125
+ 2.69%
$303.93 - $329.86 $38K - $41.2K
4.77K $1.57M
XLU
Utilities Sector Spdr

ETFs
1.29K
+ 22.42%
$81.14 - $87.32 $105K - $112K
7.03K $613K
BAR
Granite Shares Gold Trust

ETFs
2.74K
+ 40.39%
$32.23 - $38.06 $88.4K - $104K
9.53K $362K
ETN
Eaton Corp PLC

Industrials
28
+ 0.38%
$342.99 - $392.76 $9.6K - $11K
7.44K $2.79M
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.5%
$620.67 - $670.08 $8.07K - $8.71K
2.62K $1.76M
ITOT
Ishares Core S&P Total U.S. St

ETFs
197
+ 2.08%
$135.0 - $146.02 $26.6K - $28.8K
9.68K $1.41M
MO
Altria Group, Inc.

Consumer Defensive
929
+ 10.49%
$57.75 - $67.68 $53.6K - $62.9K
9.78K $646K
DHI
Horton D R Inc

Consumer Cyclical
182
+ 7.78%
$129.82 - $184.04 $23.6K - $33.5K
2.52K $427K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
11.9K
New
$9.62 - $11.02 $114K - $131K
11.9K $120K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.37K
+ 37.42%
$73.94 - $78.51 $102K - $108K
5.05K $391K
VTV
Vanguard Value ETF

ETFs
61
+ 0.6%
$175.51 - $186.57 $10.7K - $11.4K
10.1K $1.89M
MA
Mastercard Inc

Financial Services
69
+ 0.72%
$550.18 - $598.96 $38K - $41.3K
9.61K $5.46M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.03K
+ 31.25%
$100.37 - $100.74 $104K - $104K
4.34K $437K
BNDX
Vanguard Total International B

ETFs
2.1K
+ 24.76%
$49.0 - $49.51 $103K - $104K
10.6K $523K
IWD
Ishares Russell 1000 Val ETF

ETFs
362
+ 13.24%
$192.76 - $203.86 $69.8K - $73.8K
3.1K $630K
VFH
Vanguard Financial ETF

ETFs
407
+ 3.56%
$125.23 - $132.78 $51K - $54K
11.8K $1.55M
TMO
Thermo Fisher Scientific Inc.

Healthcare
55
+ 6.1%
$404.94 - $499.99 $22.3K - $27.5K
956 $463K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
145
+ 0.97%
$22.82 - $29.26 $3.31K - $4.24K
15K $440K
KRE
Spdr S&P Regional Banking ETF

ETFs
582
+ 3.9%
$58.82 - $66.17 $34.2K - $38.5K
15.5K $981K
EWJ
Ishares Msci Japan ETF

ETFs
6
+ 0.03%
$71.69 - $81.49 $430 - $489
18.1K $1.45M
NJR
New Jersey Resources Corp

Utilities
1.56K
+ 32.69%
$45.05 - $48.15 $70.4K - $75.2K
6.34K $305K
JOE
St Joe CO

Real Estate
719
+ 2.41%
$48.26 - $52.64 $34.7K - $37.8K
30.5K $1.51M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
8.74K
+ 26.72%
$8.19 - $8.61 $71.6K - $75.3K
41.5K $355K
D
Dominion Energy, Inc

Utilities
676
+ 7.43%
$56.32 - $62.1 $38.1K - $42K
9.78K $597K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
56
+ 1.4%
$236.25 - $257.69 $13.2K - $14.4K
4.07K $1.04M
VIS
Vanguard Industrial ETF

ETFs
150
+ 7.38%
$281.0 - $296.29 $42.2K - $44.4K
2.18K $646K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
26
+ 0.05%
$10.16 - $11.84 $264 - $308
55.9K $648K
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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