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
CTAS
Cintas Corp

Industrials
3.6K
+ 300.0%
$201.38 - $819.83 $725K - $2.95M
4.8K $987K
UBER
Uber Technologies, Inc

Technology
1.66K
+ 34.51%
$58.48 - $77.47 $96.8K - $128K
6.45K $484K
INTU
Intuit Inc

Technology
282
+ 26.31%
$602.97 - $670.49 $170K - $189K
1.35K $840K
VPU
Vanguard Utilities ETF

ETFs
150
+ 3.74%
$146.64 - $174.54 $22K - $26.2K
4.16K $724K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
333
+ 1.16%
$61.47 - $67.36 $20.5K - $22.4K
29.1K $1.95M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
648
+ 2.24%
$54.38 - $59.77 $35.2K - $38.7K
29.6K $1.75M
KRE
Spdr S&P Regional Banking ETF

ETFs
400
+ 2.87%
$47.94 - $59.23 $19.2K - $23.7K
14.3K $811K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.56K
+ 13.72%
$55.15 - $59.31 $86.3K - $92.8K
13K $767K
MMM
3 M CO

Industrials
171
+ 5.91%
$99.69 - $139.42 $17K - $23.8K
3.07K $418K
PINS
Pinterest, Inc.

Communication Services
5.29K
+ 116.38%
$28.66 - $43.51 $151K - $230K
9.83K $318K
XLY
Select Sector Spdr Consumer Di

ETFs
154
+ 3.23%
$170.05 - $200.86 $26.2K - $30.9K
4.92K $984K
ADP
Automatic Data Processing Inc

Industrials
116
+ 5.21%
$233.44 - $279.45 $27.1K - $32.4K
2.34K $647K
CHTR
Charter Communications, Inc.

Communication Services
222
+ 13.96%
$290.56 - $383.07 $64.5K - $85K
1.81K $587K
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.11%
$261.88 - $288.1 $1.83K - $2.02K
6.32K $1.78M
IGT
International Game Technology PLC

Consumer Cyclical
4.39K
+ 36.96%
$19.84 - $23.77 $87K - $104K
16.3K $346K
SCHW
Schwab Charles Corp

Financial Services
2.8K
+ 32.34%
$61.74 - $76.08 $173K - $213K
11.5K $742K
VTV
Vanguard Value ETF

ETFs
262
+ 7.15%
$159.75 - $174.57 $41.9K - $45.7K
3.93K $685K
WY
Weyerhaeuser CO

Real Estate
5
+ 0.03%
$27.05 - $33.84 $135 - $169
16.7K $566K
COP
Conocophillips

Energy
1.76K
+ 16.86%
$102.3 - $116.61 $180K - $205K
12.2K $1.28M
IWC
Russell Micro Cap ETF

ETFs
125
+ 1.57%
$112.21 - $129.46 $14K - $16.2K
8.08K $996K
VGT
Vanguard Information Technolog

ETFs
98
+ 3.17%
$514.43 - $606.85 $50.4K - $59.5K
3.19K $1.87M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
325
+ 3.73%
$90.87 - $102.43 $29.5K - $33.3K
9.05K $894K
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.01K
+ 2.6%
$15.22 - $16.33 $61K - $65.5K
158K $2.55M
GWRE
Guidewire Software, Inc.

Technology
8
+ 0.44%
$137.04 - $182.94 $1.1K - $1.46K
1.82K $333K
KEY
Keycorp

Financial Services
650
+ 2.36%
$13.95 - $17.34 $9.07K - $11.3K
28.2K $472K
BMI
Badger Meter Inc

Technology
170
+ 13.04%
$184.77 - $219.63 $31.4K - $37.3K
1.47K $321K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
205
+ 0.9%
$52.1 - $59.66 $10.7K - $12.2K
23.1K $1.37M
VEA
Vanguard Ftse Developed Market

ETFs
107
+ 0.52%
$47.6 - $53.31 $5.09K - $5.7K
20.9K $1.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
440
+ 18.68%
$105.53 - $118.34 $46.4K - $52.1K
2.8K $326K
JHML
John Hancock Multifactor Large

ETFs
94
+ 0.64%
$62.62 - $69.44 $5.89K - $6.53K
14.7K $1.02M
XLC
Select Sector Spdr Tr Communic

ETFs
538
+ 10.57%
$82.16 - $90.4 $44.2K - $48.6K
5.63K $508K
MSI
Motorola Solutions, Inc.

Technology
79
+ 13.96%
$385.65 - $450.49 $30.5K - $35.6K
645 $289K
GIS
General Mills Inc

Consumer Defensive
184
+ 3.67%
$62.5 - $75.15 $11.5K - $13.8K
5.19K $383K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.13K
+ 5.23%
$29.85 - $41.1 $33.7K - $46.4K
22.7K $891K
VDC
Vanguard Consumer Staples ETF

ETFs
110
+ 4.02%
$201.77 - $221.32 $22.2K - $24.3K
2.85K $622K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.04%
$232.12 - $260.07 $232 - $260
2.37K $617K
IWD
Ishares Russell 1000 Val ETF

ETFs
68
+ 2.31%
$173.36 - $189.8 $11.8K - $12.9K
3.02K $572K
MTN
Vail Resorts Inc

Consumer Cyclical
653
+ 6.76%
$167.58 - $188.32 $109K - $123K
10.3K $1.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16
+ 0.06%
$31.05 - $34.29 $497 - $549
26.8K $918K
ITOT
Ishares Core S&P Total U.S. St

ETFs
12
+ 0.15%
$113.41 - $125.62 $1.36K - $1.51K
7.97K $1M
XLV
Select Sector Spdr Fund Health

ETFs
149
+ 3.95%
$143.3 - $157.24 $21.4K - $23.4K
3.92K $603K
IHE
Ishares Tr

ETFs
95
+ 0.87%
$65.61 - $72.86 $6.23K - $6.92K
11K $778K
GLD
Spdr Gold Trust

ETFs
1
+ 0.05%
$215.56 - $246.98 $216 - $247
1.86K $450K
JHMD
John Hancock ETF Tr Multifacto

ETFs
158
+ 0.75%
$31.95 - $35.87 $5.05K - $5.67K
21.3K $754K
PWV
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.04%
$54.33 - $59.01 $326 - $354
14.7K $854K
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
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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