Institute For Wealth Management, Llc. Incresed Positions in Q3 2024

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
42.6K
+ 489.15%
$83.76 - $91.82 $3.57M - $3.91M
51.3K $4.68M
FTNT
Fortinet, Inc.

Technology
43
+ 0.07%
$55.39 - $77.55 $2.38K - $3.33K
57.7K $4.48M
COST
Costco Wholesale Corp

Consumer Defensive
599
+ 6.56%
$801.83 - $917.05 $480K - $549K
9.73K $8.62M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16K
+ 28.55%
$42.54 - $47.97 $680K - $767K
72K $3.42M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.84K
+ 6.35%
$113.45 - $126.18 $322K - $358K
47.5K $5.99M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
7.04K
+ 5.7%
$42.38 - $47.25 $298K - $333K
131K $6.17M
VKTX
Viking Therapeutics, Inc.

Healthcare
4.32K
+ 13.52%
$49.84 - $70.47 $215K - $304K
36.2K $2.29M
XLI
Industrial Sector Spdr

ETFs
122
+ 0.29%
$120.56 - $135.44 $14.7K - $16.5K
41.5K $5.62M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.42K
+ 59.45%
$72.18 - $107.33 $247K - $367K
9.17K $972K
XLF
Financial Sector Spdr

ETFs
453
+ 0.4%
$40.84 - $45.74 $18.5K - $20.7K
112K $5.1M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
413
+ 2.33%
$97.96 - $124.99 $40.5K - $51.6K
18.1K $2.26M
NKE
Nike, Inc.

Consumer Cyclical
1.24K
+ 5.42%
$71.09 - $89.44 $87.8K - $110K
24K $2.12M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.59K
+ 22.44%
$149.02 - $167.67 $237K - $267K
8.68K $1.46M
BMY
Bristol Myers Squibb CO

Healthcare
1.1K
+ 3.44%
$39.66 - $51.75 $43.5K - $56.8K
33K $1.71M
IWM
Ishares Russell 2000 ETF

ETFs
781
+ 8.05%
$200.87 - $224.6 $157K - $175K
10.5K $2.32M
SHW
Sherwin Williams CO

Basic Materials
48
+ 1.22%
$294.65 - $384.0 $14.1K - $18.4K
3.97K $1.51M
ZTS
Zoetis Inc.

Healthcare
1.36K
+ 51.95%
$172.58 - $196.48 $234K - $267K
3.97K $776K
CRM
Salesforce, Inc.

Technology
569
+ 5.72%
$238.42 - $276.53 $136K - $157K
10.5K $2.88M
FFIV
F5, Inc.

Technology
866
+ 32.12%
$170.44 - $223.6 $148K - $194K
3.56K $784K
AVGO
Broadcom Inc.

Technology
21.7K
+ 906.27%
$136.27 - $1745.86 $2.96M - $37.9M
24.1K $4.15M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.0%
$110.22 - $120.89 $110 - $121
48.7K $5.86M
AMD
Advanced Micro Devices Inc

Technology
1.53K
+ 4.93%
$128.67 - $183.96 $196K - $281K
32.5K $5.34M
CAT
Caterpillar Inc

Industrials
59
+ 1.21%
$316.8 - $391.12 $18.7K - $23.1K
4.95K $1.94M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.59K
+ 5.98%
$97.81 - $108.79 $156K - $173K
28.2K $3.07M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
3.77K
+ 7.98%
$39.23 - $44.22 $148K - $167K
51K $2.23M
VTWV
Vanguard Russell 2000 Value Et

ETFs
76
+ 0.35%
$132.06 - $150.96 $10K - $11.5K
21.6K $3.18M
ACN
Accenture PLC

Technology
507
+ 23.03%
$295.44 - $355.81 $150K - $180K
2.71K $957K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.83K
+ 48.08%
$76.07 - $83.33 $215K - $236K
8.72K $726K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.42K
+ 122.18%
$113.01 - $154.34 $274K - $374K
4.41K $559K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.18K
+ 12.27%
$41.9 - $48.26 $133K - $153K
29.1K $1.39M
FDS
Factset Research Systems Inc

Financial Services
356
+ 19.56%
$397.04 - $469.48 $141K - $167K
2.18K $1M
DE
Deere & CO

Industrials
130
+ 2.81%
$344.84 - $418.0 $44.8K - $54.3K
4.76K $1.99M
BAX
Baxter International Inc

Healthcare
5.52K
+ 66.35%
$32.85 - $40.26 $181K - $222K
13.9K $525K
MSCI
Msci Inc.

Financial Services
171
+ 12.36%
$479.31 - $584.91 $82K - $100K
1.56K $906K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.1K
+ 145.3%
$217.89 - $392.15 $239K - $430K
1.85K $519K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.04K
+ 41.1%
$96.3 - $106.49 $196K - $217K
7K $732K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.08%
$315.12 - $406.43 $630 - $813
2.6K $1.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
50
+ 0.08%
$92.63 - $105.69 $4.63K - $5.28K
62.6K $6.52M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.12K
+ 51.42%
$112.12 - $149.09 $126K - $167K
3.3K $488K
MGK
Vanguard Mega Cap Growth ETF

ETFs
581
+ 32.4%
$285.48 - $330.24 $166K - $192K
2.37K $764K
GGG
Graco Inc

Industrials
1.96K
+ 70.6%
$77.82 - $87.64 $153K - $172K
4.74K $414K
CSGP
Costar Group, Inc.

Real Estate
2.17K
+ 10.62%
$71.59 - $79.61 $156K - $173K
22.7K $1.71M
V
Visa Inc.

Financial Services
64
+ 0.47%
$253.74 - $291.56 $16.2K - $18.7K
13.8K $3.78M
PLTR
Palantir Technologies Inc.

Technology
349
+ 2.43%
$24.09 - $37.95 $8.41K - $13.2K
14.7K $548K
SHV
Ishares Tr

ETFs
1.58K
+ 6.39%
$110.05 - $110.63 $174K - $175K
26.3K $2.91M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.52K
+ 8.62%
$32.04 - $37.11 $80.7K - $93.5K
31.7K $1.16M
SHOP
Shopify Inc.

Technology
701
+ 8.36%
$52.26 - $80.75 $36.6K - $56.6K
9.09K $728K
IDXX
Idexx Laboratories Inc

Healthcare
312
+ 43.64%
$455.08 - $517.19 $142K - $161K
1.03K $518K
IVW
Ishares S&P 500 Growth ETF

ETFs
794
+ 3.02%
$84.77 - $97.13 $67.3K - $77.1K
27.1K $2.59M
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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