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
TTE
Total Energies Se

Energy
3.39K
New
N/A
3.39K $232K
CVS
Cvs Health Corp

Healthcare
3.36K
New
$44.22 - $68.64 $148K - $230K
3.36K $227K
INGR
Ingredion Inc

Consumer Defensive
1.67K
New
$125.6 - $137.36 $210K - $230K
1.67K $226K
KFY
Korn Ferry

Industrials
3.28K
New
$62.52 - $71.6 $205K - $235K
3.28K $222K
OTIS
Otis Worldwide Corp

Industrials
2.04K
New
$90.77 - $104.01 $185K - $212K
2.04K $210K
DG
Dollar General Corp

Consumer Defensive
2.39K
New
$68.44 - $87.93 $164K - $211K
2.39K $210K
MO
Altria Group, Inc.

Consumer Defensive
2.85K
+ 57.34%
$50.81 - $60.02 $145K - $171K
7.82K $469K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.39K
New
$52.44 - $62.91 $178K - $213K
3.39K $206K
SYK
Stryker Corp

Healthcare
551
New
$355.18 - $399.9 $196K - $220K
551 $205K
MOH
Molina Healthcare, Inc.

Healthcare
622
New
$266.57 - $333.27 $166K - $207K
622 $204K
BAR
Granite Shares Gold Trust

ETFs
6.63K
New
$26.01 - $30.84 $172K - $204K
6.63K $204K
EVRG
Evergy, Inc.

Utilities
2.96K
New
$59.9 - $69.52 $177K - $206K
2.96K $203K
FIS
Fidelity National Information Services, Inc.

Technology
2.84K
+ 86.91%
$68.12 - $83.42 $193K - $236K
6.1K $455K
HWM
Howmet Aerospace Inc.

Industrials
10
+ 0.11%
$110.79 - $139.39 $1.11K - $1.39K
9.23K $1.2M
XLC
Select Sector Spdr Tr Communic

ETFs
1.95K
+ 28.54%
$94.84 - $105.31 $185K - $205K
8.78K $846K
JOE
St Joe CO

Real Estate
2.74K
+ 10.07%
$43.61 - $49.45 $119K - $135K
29.9K $1.41M
NFLX
Netflix Inc

Communication Services
7
+ 0.16%
$828.4 - $1058.6 $5.8K - $7.41K
4.28K $3.99M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.11K
+ 92.48%
$41.78 - $50.35 $172K - $207K
8.54K $366K
ABC
Amerisourcebergen Corp

Healthcare
824
New
N/A
824 $152K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.11K
+ 43.71%
$126.11 - $135.06 $140K - $150K
3.64K $469K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.27K
+ 9.71%
$62.72 - $71.92 $142K - $163K
25.6K $1.61M
APH
Amphenol Corp

Technology
2.33K
+ 43.88%
$61.62 - $78.55 $144K - $183K
7.65K $501K
ICE
Intercontinental Exchange, Inc.

Financial Services
351
+ 12.34%
$142.8 - $176.36 $50.1K - $61.9K
3.2K $551K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
653
+ 37.72%
$221.78 - $273.45 $145K - $179K
2.38K $542K
PHM
Pultegroup Inc

Consumer Cyclical
1.6K
+ 15.52%
$101.09 - $118.51 $161K - $189K
11.9K $1.22M
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 3.32%
$1739.0 - $2260.0 $17.4K - $22.6K
311 $606K
VIS
Vanguard Industrial ETF

ETFs
448
+ 18.71%
$243.63 - $273.99 $109K - $123K
2.84K $703K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.76K
+ 3.82%
$31.3 - $34.5 $86.4K - $95.2K
75.1K $2.43M
GM
General Motors CO

Consumer Cyclical
6.67K
+ 18.68%
$45.22 - $54.92 $302K - $366K
42.4K $1.99M
XLI
Industrial Sector Spdr

ETFs
901
+ 2.13%
$128.78 - $141.67 $116K - $128K
43.1K $5.65M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
532
+ 1.82%
$58.32 - $65.09 $31K - $34.6K
29.8K $1.79M
UBER
Uber Technologies, Inc

Technology
32
+ 0.48%
$63.17 - $81.49 $2.02K - $2.61K
6.64K $483K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.38K
+ 10.58%
$56.63 - $59.39 $78.2K - $82K
14.4K $830K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
192
+ 30.0%
$522.96 - $601.18 $100K - $115K
832 $443K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.11K
+ 24.93%
$48.65 - $53.06 $54.1K - $58.9K
5.57K $289K
IHE
Ishares Tr

ETFs
291
+ 2.65%
$65.36 - $72.85 $19K - $21.2K
11.3K $796K
MSCI
Msci Inc.

Financial Services
226
+ 14.57%
$541.46 - $628.34 $122K - $142K
1.78K $1M
JHMD
John Hancock ETF Tr Multifacto

ETFs
63
+ 0.28%
$31.74 - $36.18 $2K - $2.28K
22.3K $779K
BA
Boeing CO

Industrials
1.09K
+ 5.71%
$148.15 - $186.25 $161K - $203K
20.2K $3.44M
VBR
Vanguard Small Cap Value ETF

ETFs
666
+ 12.26%
$183.02 - $207.75 $122K - $138K
6.1K $1.14M
IWM
Ishares Russell 2000 ETF

ETFs
1.5K
+ 13.22%
$198.1 - $229.79 $297K - $345K
12.8K $2.56M
EFG
Msci Eafe Growth ETF

ETFs
117
+ 1.01%
$96.1 - $106.37 $11.2K - $12.4K
11.7K $1.17M
AZN
Astrazeneca PLC

Healthcare
67
+ 1.25%
$65.37 - $77.96 $4.38K - $5.22K
5.42K $398K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.66K
+ 15.29%
$24.6 - $24.99 $40.8K - $41.5K
12.5K $312K
ELAN
Elanco Animal Health Inc

Healthcare
9.2K
+ 25.9%
$10.04 - $12.47 $92.4K - $115K
44.7K $469K
PWV
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.01%
$56.58 - $60.89 $113 - $122
14.6K $869K
GWRE
Guidewire Software, Inc.

Technology
3
+ 0.17%
$166.74 - $218.22 $500 - $655
1.8K $336K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
18
+ 0.21%
$104.87 - $112.53 $1.89K - $2.03K
8.76K $961K
SLB
Schlumberger Limited

Energy
119
+ 1.72%
$38.4 - $43.74 $4.57K - $5.21K
7.04K $294K
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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