Institute For Wealth Management, Llc. Purchases in Q4 2024

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
1.02K
+ 16.42%
$30.1 - $36.02 $30.8K - $36.9K
7.26K $222K
TFLO
Ishares Treasury Floating Rate

ETFs
94
+ 1.19%
$50.37 - $50.63 $4.73K - $4.76K
7.98K $402K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.28%
$417.69 - $450.94 $1.25K - $1.35K
1.07K $454K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
59
+ 0.46%
$50.0 - $50.27 $2.95K - $2.97K
12.9K $647K
DFAT
Dimensional ETF Tr U S Target

ETFs
11
+ 0.09%
$54.54 - $61.04 $600 - $671
12.2K $678K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
2
+ 0.02%
$54.63 - $62.03 $109 - $124
10.2K $562K
UHALB
Amerco Com Ser N
783
+ 5.39%
N/A
15.3K $0
Howard Hughes Holdings Inc
3.96K
New
N/A
3.96K $0
J P Morgan Exchange Traded F
3.01K
New
N/A
3.01K $0
ICE
Intercontinental Exchange, Inc.

Financial Services
200
+ 7.56%
$148.29 - $166.93 $29.7K - $33.4K
2.84K $423K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29
+ 1.04%
$113.92 - $127.38 $3.3K - $3.69K
2.82K $325K
DELL
Dell Technologies Inc.

Technology
477
+ 2.71%
$111.96 - $144.21 $53.4K - $68.8K
18.1K $2.08M
VDC
Vanguard Consumer Staples ETF

ETFs
71
+ 2.49%
$210.96 - $223.62 $15K - $15.9K
2.92K $617K
GGG
Graco Inc

Industrials
119
+ 2.51%
$81.45 - $92.29 $9.69K - $11K
4.86K $409K
MET
Metlife Inc

Financial Services
1
+ 0.01%
$78.15 - $88.25 $78.2 - $88.3
10.4K $848K
EFA
Ishares Tr Msci Eafe ETF

ETFs
263
+ 8.26%
$75.1 - $82.99 $19.8K - $21.8K
3.45K $260K
HYGV
Flexshares Tr High Yield Value

ETFs
70
+ 0.64%
$40.53 - $41.51 $2.84K - $2.91K
11K $449K
VIS
Vanguard Industrial ETF

ETFs
21
+ 0.88%
$254.39 - $279.7 $5.34K - $5.87K
2.4K $609K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
107
+ 1.3%
$46.33 - $48.6 $4.96K - $5.2K
8.32K $386K
TT
Trane Technologies PLC

Industrials
4
+ 0.41%
$369.35 - $419.14 $1.48K - $1.68K
981 $362K
AOR
Ishares Tr Core Growth Allocat

ETFs
92
+ 0.71%
$57.32 - $59.66 $5.27K - $5.49K
13.1K $748K
SLB
Schlumberger Limited

Energy
55
+ 0.8%
$36.83 - $45.59 $2.03K - $2.51K
6.92K $265K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.23%
$466.52 - $543.88 $467 - $544
431 $202K
THO
Thor Industries Inc

Consumer Cyclical
255
+ 7.08%
$94.35 - $115.54 $24.1K - $29.5K
3.86K $369K
DKNG
Draft Kings Inc.

Consumer Cyclical
450
+ 1.98%
$35.32 - $44.84 $15.9K - $20.2K
23.2K $862K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6
+ 0.19%
$114.08 - $125.68 $684 - $754
3.1K $354K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
3
+ 0.02%
$17.37 - $20.25 $52.1 - $60.8
14.4K $255K
ELAN
Elanco Animal Health Inc

Healthcare
3.66K
+ 11.48%
$11.63 - $14.67 $42.5K - $53.6K
35.5K $430K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
23
+ 0.26%
$106.1 - $114.66 $2.44K - $2.64K
8.74K $930K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
441
+ 4.87%
$89.81 - $104.0 $39.6K - $45.9K
9.49K $854K
JHMD
John Hancock ETF Tr Multifacto

ETFs
915
+ 4.29%
$32.06 - $35.14 $29.3K - $32.2K
22.2K $713K
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 0.64%
$288.47 - $316.54 $6.06K - $6.65K
3.29K $952K
IEFA
Ishares Tr

ETFs
115
+ 1.63%
$70.06 - $77.43 $8.06K - $8.9K
7.18K $504K
JD
Jd.Com, Inc.

Consumer Cyclical
86
+ 0.82%
$33.35 - $47.1 $2.87K - $4.05K
10.5K $365K
XLI
Industrial Sector Spdr

ETFs
736
+ 1.77%
$131.76 - $143.99 $97K - $106K
42.2K $5.56M
VAW
Vanguard Materials ETF

ETFs
77
+ 2.5%
$186.91 - $215.32 $14.4K - $16.6K
3.16K $593K
PDD
Pinduoduo Inc.

Consumer Cyclical
251
+ 9.2%
$94.39 - $154.27 $23.7K - $38.7K
2.98K $289K
EWJ
Ishares Msci Japan ETF

ETFs
21
+ 0.11%
$66.18 - $71.84 $1.39K - $1.51K
18.4K $1.24M
UBER
Uber Technologies, Inc

Technology
155
+ 2.4%
$59.93 - $86.34 $9.29K - $13.4K
6.61K $398K
KO
Coca Cola CO

Consumer Defensive
50
+ 0.47%
$61.74 - $71.71 $3.09K - $3.59K
10.7K $666K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5
+ 0.04%
$63.27 - $70.31 $316 - $352
13.2K $839K
EFG
Msci Eafe Growth ETF

ETFs
185
+ 1.62%
$96.83 - $106.88 $17.9K - $19.8K
11.6K $1.12M
SHW
Sherwin Williams CO

Basic Materials
155
+ 3.9%
$338.75 - $399.71 $52.5K - $62K
4.13K $1.4M
CAT
Caterpillar Inc

Industrials
78
+ 1.58%
$360.37 - $416.88 $28.1K - $32.5K
5.03K $1.82M
BBH
Vaneck ETF Tr Biotech ETF

ETFs
2
+ 0.03%
$156.32 - $178.25 $313 - $357
7.6K $1.19M
NVO
Novo Nordisk A S

Healthcare
2.88K
+ 22.26%
$85.0 - $120.04 $245K - $346K
15.8K $1.36M
LMT
Lockheed Martin Corp

Industrials
11
+ 0.43%
$479.66 - $614.62 $5.28K - $6.76K
2.58K $1.25M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
717
+ 3.95%
$104.5 - $125.64 $74.9K - $90.1K
18.9K $1.97M
Activity Summary
Buys All Purchases 149 New Holdings 17 Increased Positions 132 Sells All Sells 247 Reductions 247 Sold out 0 Options Calls 1 Puts 1
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