Institute For Wealth Management, Llc. Incresed Positions in Q1 2025

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTWG
Vanguard Russell 2000 Growth E

ETFs
32.6K
+ 2349.06%
$185.73 - $221.19 $6.06M - $7.21M
34K $6.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
48.9K
+ 528.68%
$87.68 - $94.52 $4.28M - $4.62M
58.1K $5.44M
VTWV
Vanguard Russell 2000 Value Et

ETFs
22.7K
+ 106.15%
$131.51 - $149.24 $2.98M - $3.38M
44K $5.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.12K
+ 24.98%
$468.34 - $539.52 $2.4M - $2.76M
25.6K $12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
32.6K
+ 120.39%
$42.5 - $46.71 $1.38M - $1.52M
59.6K $2.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
8.26K
+ 96.97%
$156.61 - $168.02 $1.29M - $1.39M
16.8K $2.69M
IWC
Russell Micro Cap ETF

ETFs
12.1K
+ 149.09%
$110.91 - $133.46 $1.34M - $1.61M
20.2K $2.24M
VONV
Vanguard Russell 1000 Value Et

ETFs
13K
+ 149.84%
$80.21 - $86.14 $1.04M - $1.12M
21.6K $1.78M
VHT
Vanguard Health Care ETF

ETFs
3.81K
+ 131.1%
$254.06 - $273.83 $967K - $1.04M
6.71K $1.78M
VTI
Vanguard Total Stock Market Et

ETFs
3.78K
+ 438.63%
$271.18 - $303.12 $1.03M - $1.15M
4.64K $1.28M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.75K
+ 163.41%
$237.72 - $276.98 $653K - $761K
4.43K $1.08M
SHV
Ishares Tr

ETFs
5.61K
+ 14.94%
$110.11 - $110.51 $618K - $620K
43.2K $4.77M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.37K
+ 173.26%
$110.75 - $119.78 $594K - $643K
8.46K $978K
GLD
Spdr Gold Trust

ETFs
1.48K
+ 77.66%
$243.19 - $288.14 $361K - $428K
3.4K $978K
ACGL
Arch Capital Group Ltd.

Financial Services
4.22K
+ 94.55%
$88.13 - $96.94 $372K - $409K
8.68K $834K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
93
+ 1.1%
$80.53 - $147.57 $7.49K - $13.7K
8.58K $1.13M
CME
Cme Group Inc.

Financial Services
22
+ 0.24%
$225.82 - $266.54 $4.97K - $5.86K
9.28K $2.46M
KKR
Kkr & Co. Inc.

Financial Services
4.42K
+ 58.38%
$108.17 - $167.07 $478K - $738K
12K $1.39M
CTAS
Cintas Corp

Industrials
760
+ 15.83%
$182.09 - $208.14 $138K - $158K
5.56K $1.14M
ADSK
Autodesk, Inc.

Technology
1.05K
+ 135.39%
N/A
1.83K $449K
MO
Altria Group, Inc.

Consumer Defensive
2.85K
+ 57.34%
$50.81 - $60.02 $145K - $171K
7.82K $469K
CHTR
Charter Communications, Inc.

Communication Services
444
+ 27.91%
$334.89 - $384.77 $149K - $171K
2.04K $749K
FIS
Fidelity National Information Services, Inc.

Technology
2.84K
+ 86.91%
$68.12 - $83.42 $193K - $236K
6.1K $455K
HWM
Howmet Aerospace Inc.

Industrials
10
+ 0.11%
$110.79 - $139.39 $1.11K - $1.39K
9.23K $1.2M
XLC
Select Sector Spdr Tr Communic

ETFs
1.95K
+ 28.54%
$94.84 - $105.31 $185K - $205K
8.78K $846K
JOE
St Joe CO

Real Estate
2.74K
+ 10.07%
$43.61 - $49.45 $119K - $135K
29.9K $1.41M
NFLX
Netflix Inc

Communication Services
7
+ 0.16%
$828.4 - $1058.6 $5.8K - $7.41K
4.28K $3.99M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.11K
+ 92.48%
$41.78 - $50.35 $172K - $207K
8.54K $366K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.11K
+ 43.71%
$126.11 - $135.06 $140K - $150K
3.64K $469K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.27K
+ 9.71%
$62.72 - $71.92 $142K - $163K
25.6K $1.61M
APH
Amphenol Corp

Technology
2.33K
+ 43.88%
$61.62 - $78.55 $144K - $183K
7.65K $501K
ICE
Intercontinental Exchange, Inc.

Financial Services
351
+ 12.34%
$142.8 - $176.36 $50.1K - $61.9K
3.2K $551K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
653
+ 37.72%
$221.78 - $273.45 $145K - $179K
2.38K $542K
PHM
Pultegroup Inc

Consumer Cyclical
1.6K
+ 15.52%
$101.09 - $118.51 $161K - $189K
11.9K $1.22M
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 3.32%
$1739.0 - $2260.0 $17.4K - $22.6K
311 $606K
VIS
Vanguard Industrial ETF

ETFs
448
+ 18.71%
$243.63 - $273.99 $109K - $123K
2.84K $703K
BXSL
Blackstone Secured Lending Fund

Financial Services
2.76K
+ 3.82%
$31.3 - $34.5 $86.4K - $95.2K
75.1K $2.43M
GM
General Motors CO

Consumer Cyclical
6.67K
+ 18.68%
$45.22 - $54.92 $302K - $366K
42.4K $1.99M
XLI
Industrial Sector Spdr

ETFs
901
+ 2.13%
$128.78 - $141.67 $116K - $128K
43.1K $5.65M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
532
+ 1.82%
$58.32 - $65.09 $31K - $34.6K
29.8K $1.79M
UBER
Uber Technologies, Inc

Technology
32
+ 0.48%
$63.17 - $81.49 $2.02K - $2.61K
6.64K $483K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.38K
+ 10.58%
$56.63 - $59.39 $78.2K - $82K
14.4K $830K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
192
+ 30.0%
$522.96 - $601.18 $100K - $115K
832 $443K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.11K
+ 24.93%
$48.65 - $53.06 $54.1K - $58.9K
5.57K $289K
MSCI
Msci Inc.

Financial Services
226
+ 14.57%
$541.46 - $628.34 $122K - $142K
1.78K $1M
IHE
Ishares Tr

ETFs
291
+ 2.65%
$65.36 - $72.85 $19K - $21.2K
11.3K $796K
JHMD
John Hancock ETF Tr Multifacto

ETFs
63
+ 0.28%
$31.74 - $36.18 $2K - $2.28K
22.3K $779K
BA
Boeing CO

Industrials
1.09K
+ 5.71%
$148.15 - $186.25 $161K - $203K
20.2K $3.44M
VBR
Vanguard Small Cap Value ETF

ETFs
666
+ 12.26%
$183.02 - $207.75 $122K - $138K
6.1K $1.14M
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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