Institute For Wealth Management, Llc. Purchases in Q3 2024

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NULG
Nuveen Esg Large Cap Growth Et

ETFs
451
+ 5.85%
$73.86 - $84.2 $33.3K - $38K
8.16K $673K
XLB
Select Sector Spdr Fd Material

ETFs
6
+ 0.11%
$86.95 - $97.09 $522 - $583
5.5K $530K
HPE
Hewlett Packard Enterprise CO

Technology
2.34K
+ 23.03%
$16.1 - $21.44 $37.7K - $50.3K
12.5K $256K
OKE
Oneok Inc

Energy
6
+ 0.15%
$78.62 - $95.27 $472 - $572
4.03K $367K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
2
+ 0.02%
$50.67 - $56.52 $101 - $113
10.1K $562K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$523.84 - $572.02 $524 - $572
1.04K $592K
NVS
Novartis Ag

Healthcare
43
+ 1.17%
$106.13 - $120.89 $4.56K - $5.2K
3.73K $429K
BXSL
Blackstone Secured Lending Fund

Financial Services
4.01K
+ 6.52%
$28.75 - $31.59 $115K - $127K
65.5K $1.92M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.09%
$386.81 - $423.12 $387 - $423
1.07K $450K
USA
Liberty All Star Equity Fund

Financial Services
1.32K
+ 1.88%
$6.43 - $7.14 $8.46K - $9.4K
71.3K $509K
IVE
Ishares S&P 500 Value ETF

ETFs
49
+ 3.21%
$181.06 - $197.17 $8.87K - $9.66K
1.58K $310K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
100
+ 2.51%
$74.85 - $82.2 $7.48K - $8.22K
4.08K $331K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.03%
$175.46 - $203.3 $175 - $203
3.63K $736K
PRI
Primerica, Inc.

Financial Services
6
+ 0.66%
$233.01 - $266.6 $1.4K - $1.6K
918 $243K
RGA
Reinsurance Group Of America Inc

Financial Services
48
+ 3.48%
$192.62 - $225.79 $9.25K - $10.8K
1.43K $311K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
5
+ 0.03%
$18.31 - $20.21 $91.6 - $101
14.4K $291K
BNDX
Vanguard Total International B

ETFs
200
+ 2.09%
$48.42 - $50.35 $9.68K - $10.1K
9.75K $490K
MGC
Vanguard Mega Cap ETF

ETFs
72
+ 6.66%
$185.93 - $206.64 $13.4K - $14.9K
1.15K $238K
VIG
Vanguard Dividend Appreciation

ETFs
147
+ 2.74%
$182.15 - $182.15 $26.8K - $26.8K
5.52K $1M
IGV
Ishares Expanded Tech Software

ETFs
140
+ 2.94%
$77.94 - $89.37 $10.9K - $12.5K
4.9K $437K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.19%
$221.96 - $243.27 $666 - $730
1.58K $374K
GPN
Global Payments Inc

Industrials
10
+ 0.29%
$92.66 - $112.97 $927 - $1.13K
3.41K $349K
ANET
Arista Networks, Inc.

Technology
5
+ 0.87%
$311.42 - $388.21 $1.56K - $1.94K
577 $221K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
80
+ 0.98%
$46.18 - $48.92 $3.69K - $3.91K
8.21K $399K
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.19%
$2815.0 - $3212.87 $2.82K - $3.21K
85 $267K
EPD
Enterprise Products Partners L.P.

Energy
611
+ 8.0%
$27.88 - $30.0 $17K - $18.3K
8.25K $240K
CVX
Chevron Corp

Energy
387
+ 9.31%
$137.88 - $161.97 $53.4K - $62.7K
4.55K $669K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.33K
+ 2.95%
$10.91 - $12.02 $14.5K - $16K
46.3K $540K
HYGV
Flexshares Tr High Yield Value

ETFs
47
+ 0.43%
$40.11 - $41.67 $1.89K - $1.96K
11K $457K
LLY
Eli Lilly & CO

Healthcare
161
+ 2.46%
$772.14 - $960.02 $124K - $155K
6.7K $5.93M
EUSB
Ishares Tr Esg Advanced Total

Technology
140
+ 2.87%
$42.09 - $44.64 $5.89K - $6.25K
5.02K $222K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
53
+ 1.48%
$460.0 - $505.78 $24.4K - $26.8K
3.64K $1.69M
WSM
Williams Sonoma Inc

Consumer Cyclical
674
+ 92.08%
$128.47 - $280.94 $86.6K - $189K
1.41K $217K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
108
+ 0.85%
$49.9 - $50.37 $5.39K - $5.44K
12.9K $645K
XLK
Technology Sector Spdr

ETFs
67
+ 0.32%
$197.34 - $237.68 $13.2K - $15.9K
20.9K $4.71M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1.86K
+ 8.42%
$9.19 - $11.08 $17.1K - $20.6K
24K $220K
NRZ
New Residential Investment Corp.

Real Estate
322
+ 0.48%
N/A
66.9K $485K
GAB
Gabelli Equity Trust Inc

Financial Services
3
+ 0.03%
$5.15 - $5.6 $15.5 - $16.8
11.2K $61K
Smurfit Westrock PLC
4.39K
New
N/A
4.39K $0
NLOK
Norton Life Lock Inc.

Technology
1
+ 0.01%
N/A
17.4K $373K
XLP
Consumer Staples Sector Spdr

ETFs
14
+ 0.44%
$76.04 - $76.04 $1.06K - $1.06K
3.23K $245K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1
+ 0.02%
$44.66 - $49.15 $44.7 - $49.2
4.46K $210K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
25
+ 0.16%
$21.12 - $23.6 $528 - $590
15.3K $352K
C
Citigroup Inc

Financial Services
65
+ 0.36%
$56.11 - $67.61 $3.65K - $4.39K
17.9K $1.12M
AIG
American International Group, Inc.

Financial Services
3
+ 0.02%
$70.16 - $79.23 $210 - $238
17.4K $1.27M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
133
+ 1.89%
$49.83 - $62.75 $6.63K - $8.35K
7.15K $412K
DAVA
Endava PLC

Technology
489
+ 4.54%
$25.54 - $33.46 $12.5K - $16.4K
11.3K $287K
DVN
Devon Energy Corp

Energy
152
+ 2.44%
$37.87 - $48.65 $5.76K - $7.39K
6.39K $249K
XLE
Energy Sector Spdr

ETFs
309
+ 1.08%
$84.35 - $93.39 $26.1K - $28.9K
29K $2.55M
Activity Summary
Buys All Purchases 212 New Holdings 55 Increased Positions 157 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 0 Puts 0
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