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
EWJ
Ishares Msci Japan ETF

ETFs
5
+ 0.03%
$65.24 - $71.7 $326 - $359
18.4K $1.26M
EPD
Enterprise Products Partners L.P.

Energy
57
+ 0.7%
$31.75 - $34.14 $1.81K - $1.95K
8.2K $279K
TFLO
Ishares Treasury Floating Rate

ETFs
393
+ 4.93%
$50.48 - $50.68 $19.8K - $19.9K
8.37K $424K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
89
+ 3.99%
$128.74 - $138.67 $11.5K - $12.3K
2.32K $314K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
1.55K
+ 6.14%
$7.65 - $8.11 $11.8K - $12.6K
26.8K $216K
SPGI
S&P Global Inc.

Financial Services
5
+ 0.31%
$478.26 - $543.77 $2.39K - $2.72K
1.6K $812K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
860
+ 6.68%
$14.22 - $14.83 $12.2K - $12.8K
13.7K $198K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
169
+ 1.3%
$42.36 - $43.8 $7.16K - $7.4K
13.2K $573K
PRI
Primerica, Inc.

Financial Services
1
+ 0.11%
$271.41 - $296.43 $271 - $296
919 $261K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
69
+ 0.9%
$77.7 - $78.94 $5.36K - $5.45K
7.7K $607K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
175
+ 1.35%
$50.03 - $50.27 $8.76K - $8.8K
13.1K $656K
QCOM
Qualcomm Inc

Technology
7
+ 0.05%
$151.94 - $175.86 $1.06K - $1.23K
13.2K $2.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
165
+ 0.67%
$56.17 - $59.71 $9.27K - $9.85K
24.7K $1.41M
Blackrock Inc
309
New
N/A
309 $0
Tidal ETF Tr
44.2K
New
N/A
44.2K $0
Core Natural Resources Inc
3.47K
New
N/A
3.47K $0
UHALB
Amerco Com Ser N
27
+ 0.18%
N/A
15.3K $0
SHOP
Shopify Inc.

Technology
1.11K
+ 11.42%
$90.59 - $129.31 $100K - $143K
10.8K $1.03M
MCO
Moodys Corp

Financial Services
30
+ 1.68%
$437.8 - $527.48 $13.1K - $15.8K
1.81K $844K
Lam Research Corp
73.7K
New
N/A
73.7K $0
Ishares Bitcoin Trust ETF
4.76K
New
N/A
4.76K $0
Ge Vernova Inc
5
+ 0.2%
N/A
2.55K $0
OXY
Occidental Petroleum Corp

Energy
1
+ 0.0%
$45.45 - $52.7 $45.5 - $52.7
22.8K $1.12M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.09%
$408.78 - $448.82 $409 - $449
1.07K $448K
FDS
Factset Research Systems Inc

Financial Services
108
+ 5.03%
$427.5 - $476.51 $46.2K - $51.5K
2.26K $1.03M
EWBC
East West Bancorp Inc

Financial Services
110
+ 3.79%
$84.35 - $103.91 $9.28K - $11.4K
3.01K $270K
KBE
Spdr S&P Bank ETF

ETFs
80
+ 1.74%
$51.28 - $59.92 $4.1K - $4.79K
4.69K $248K
ERIC
Ericsson Lm Telephone CO

Technology
1.21K
+ 2.05%
$7.47 - $8.9 $9.03K - $10.8K
60.3K $467K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
200
+ 2.92%
$42.69 - $52.91 $8.54K - $10.6K
7.06K $306K
MGC
Vanguard Mega Cap ETF

ETFs
2
+ 0.17%
$199.2 - $222.69 $398 - $445
1.2K $241K
STGW
Stagwell Inc

Communication Services
1.65K
+ 3.32%
$5.93 - $6.75 $9.77K - $11.1K
51.3K $310K
AMP
Ameriprise Financial Inc

Financial Services
20
+ 3.55%
$472.29 - $575.13 $9.45K - $11.5K
584 $282K
WDAY
Workday, Inc.

Technology
39
+ 2.7%
$233.53 - $277.82 $9.11K - $10.8K
1.48K $346K
RC
Ready Capital Corp

Real Estate
416
+ 2.54%
$4.9 - $7.05 $2.04K - $2.93K
16.8K $85K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
3
+ 0.03%
$51.6 - $58.13 $155 - $174
10.2K $535K
IYT
Ishares Tr U.S. Transportation

ETFs
95
+ 0.98%
$63.37 - $73.39 $6.02K - $6.97K
9.75K $624K
JHML
John Hancock Multifactor Large

ETFs
49
+ 0.33%
$66.07 - $73.03 $3.24K - $3.58K
14.8K $996K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
234
+ 2.28%
$51.45 - $58.51 $12K - $13.7K
10.5K $543K
IT
Gartner Inc

Technology
328
+ 12.17%
$418.25 - $548.38 $137K - $180K
3.02K $1.27M
KRE
Spdr S&P Regional Banking ETF

ETFs
195
+ 1.32%
$55.11 - $65.5 $10.7K - $12.8K
15K $851K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15
+ 0.06%
$32.42 - $36.13 $486 - $542
26.8K $884K
ABNB
Airbnb, Inc.

Consumer Cyclical
10
+ 0.25%
$119.38 - $161.42 $1.19K - $1.61K
4.07K $486K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
18
+ 0.9%
$203.38 - $274.79 $3.66K - $4.95K
2.02K $415K
VOX
Vanguard Communication Service

ETFs
86
+ 0.95%
$147.73 - $169.24 $12.7K - $14.6K
9.15K $1.36M
AFRM
Affirm Holdings, Inc.

Technology
1.11K
+ 16.37%
$43.7 - $80.98 $48.3K - $89.5K
7.86K $355K
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
+ 4.55%
$4295.4 - $5141.88 $73K - $87.4K
391 $1.8M
DDOG
Datadog, Inc.

Technology
833
+ 25.85%
$98.68 - $151.89 $82.2K - $127K
4.06K $402K
FICO
Fair Isaac Corp

Technology
26
+ 3.54%
$1695.35 - $2030.47 $44.1K - $52.8K
760 $1.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
26
+ 0.27%
$120.29 - $134.6 $3.13K - $3.5K
9.52K $1.16M
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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