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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
102
+ 8.66%
$435.72 - $463.74 $44.4K - $47.3K
1.28K $593K
VPU
Vanguard Utilities ETF

ETFs
112
+ 2.8%
$175.25 - $189.41 $19.6K - $21.2K
4.11K $779K
DDOG
Datadog, Inc.

Technology
272
+ 6.71%
$124.52 - $155.15 $33.9K - $42.2K
4.33K $616K
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 0.47%
$252.18 - $305.41 $1.51K - $1.83K
1.28K $391K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.7K
+ 17.32%
$25.0 - $25.33 $67.4K - $68.3K
18.3K $462K
COP
Conocophillips

Energy
173
+ 1.67%
$91.0 - $98.99 $15.7K - $17.1K
10.6K $998K
EFG
Msci Eafe Growth ETF

ETFs
386
+ 3.48%
$106.99 - $114.46 $41.3K - $44.2K
11.5K $1.31M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.06K
+ 12.11%
$41.5 - $43.83 $43.8K - $46.2K
9.77K $428K
GPC
Genuine Parts CO

Consumer Cyclical
31
+ 0.91%
$122.23 - $142.77 $3.79K - $4.43K
3.43K $475K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 1.24%
$567.77 - $614.76 $8.52K - $9.22K
1.22K $748K
GLBE
Global E Online Ltd.

Consumer Cyclical
1.14K
+ 13.03%
$30.6 - $37.65 $34.8K - $42.8K
9.86K $352K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
2
+ 0.02%
$55.01 - $62.78 $110 - $126
9.88K $608K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.0%
$70.77 - $73.59 $70.8 - $73.6
28.4K $2.08M
JD
Jd.Com, Inc.

Consumer Cyclical
781
+ 7.41%
$30.39 - $35.64 $23.7K - $27.8K
11.3K $395K
SYY
Sysco Corp

Consumer Defensive
333
+ 9.71%
$76.33 - $82.51 $25.4K - $27.5K
3.76K $309K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
2.61K
+ 4.41%
$10.18 - $10.96 $26.6K - $28.6K
61.9K $667K
PWV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$61.22 - $65.41 $61.2 - $65.4
14.3K $933K
JETS
ETF Ser Solutions U S Global J

ETFs
83
+ 0.34%
$23.12 - $26.44 $1.92K - $2.19K
24.2K $596K
FANG
Diamondback Energy, Inc.

Energy
162
+ 4.61%
$134.53 - $152.5 $21.8K - $24.7K
3.67K $525K
DSL
Double Line Income Solutions Fund

Financial Services
3.45K
+ 13.4%
$11.99 - $12.67 $41.4K - $43.8K
29.2K $358K
TFC
Truist Financial Corp

Financial Services
431
+ 5.3%
$42.83 - $47.07 $18.5K - $20.3K
8.57K $391K
WDAY
Workday, Inc.

Technology
158
+ 10.65%
$213.69 - $247.69 $33.8K - $39.1K
1.64K $395K
EOG
Eog Resources Inc

Energy
1.11K
+ 9.45%
$112.12 - $126.1 $125K - $140K
12.9K $1.45M
MET
Metlife Inc

Financial Services
197
+ 1.93%
$73.82 - $82.37 $14.5K - $16.2K
10.4K $857K
DFIV
Dimensional ETF Tr

ETFs
19
+ 0.18%
$42.66 - $46.53 $811 - $884
10.6K $487K
EWC
Ishares Msci Canada ETF

ETFs
278
+ 5.97%
$45.86 - $50.88 $12.7K - $14.1K
4.93K $249K
RMD
Resmed Inc

Healthcare
62
+ 6.16%
$252.01 - $293.73 $15.6K - $18.2K
1.07K $292K
SLB
Schlumberger Limited

Energy
819
+ 11.75%
$32.37 - $37.31 $26.5K - $30.6K
7.79K $267K
IEFA
Ishares Tr

ETFs
40
+ 0.57%
$81.7 - $87.53 $3.27K - $3.5K
7.07K $617K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3
+ 0.02%
$75.26 - $80.19 $226 - $241
13.2K $1.06M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.58K
+ 10.53%
$13.77 - $14.45 $21.8K - $22.9K
16.6K $239K
RSP
Invesco S&P 500 Equal Weight E

ETFs
8
+ 0.24%
$181.56 - $190.33 $1.45K - $1.52K
3.38K $640K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$107.27 - $113.94 $215 - $228
4.77K $541K
PRI
Primerica, Inc.

Financial Services
85
+ 9.22%
$255.46 - $285.58 $21.7K - $24.3K
1.01K $279K
EUSB
Ishares Tr Esg Advanced Total

Technology
220
+ 0.48%
$42.97 - $44.2 $9.45K - $9.72K
46.4K $2.04M
VZ
Verizon Communications Inc

Communication Services
267
+ 1.32%
$40.84 - $45.06 $10.9K - $12K
20.5K $900K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.13%
$567.09 - $607.37 $567 - $607
784 $467K
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.26%
$224.2 - $245.55 $673 - $737
1.15K $280K
ADSK
Autodesk, Inc.

Technology
90
+ 4.92%
N/A
1.92K $471K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 0.15%
$301.44 - $365.84 $904 - $1.1K
2.02K $653K
IOT
Samsara Inc.

Technology
1.12K
+ 14.67%
$32.22 - $42.09 $36K - $47.1K
8.74K $325K
KBR
Kbr, Inc.

Industrials
529
+ 10.68%
$45.52 - $51.61 $24.1K - $27.3K
5.48K $259K
EFA
Ishares Tr Msci Eafe ETF

ETFs
65
+ 1.72%
$87.29 - $93.61 $5.67K - $6.08K
3.84K $358K
MNST
Monster Beverage Corp

Consumer Defensive
22
+ 0.55%
$58.65 - $67.31 $1.29K - $1.48K
4.03K $271K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16
+ 0.67%
$132.9 - $142.03 $2.13K - $2.27K
2.4K $338K
RRX
Regal Rexnord Corp

Industrials
166
+ 5.02%
$137.95 - $159.91 $22.9K - $26.5K
3.47K $497K
LII
Lennox International Inc

Industrials
84
+ 14.43%
$516.18 - $664.54 $43.4K - $55.8K
666 $352K
SEIC
Sei Investments CO

Financial Services
380
+ 12.74%
$84.85 - $93.8 $32.2K - $35.6K
3.36K $285K
GIS
General Mills Inc

Consumer Defensive
507
+ 10.54%
$48.44 - $53.83 $24.6K - $27.3K
5.32K $267K
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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