Institute For Wealth Management, Llc. New Holdings in Q3 2025

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VAW
Vanguard Materials ETF

ETFs
3.25K
New
$193.21 - $210.15 $628K - $683K
3.25K $665K
ALV
Autoliv Inc

Consumer Cyclical
4.08K
New
$110.31 - $127.65 $450K - $520K
4.08K $503K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
7.72K
New
$50.98 - $67.62 $394K - $522K
7.72K $435K
GSHD
Goosehead Insurance, Inc.

Financial Services
5.81K
New
$73.5 - $104.57 $427K - $607K
5.81K $432K
TYL
Tyler Technologies Inc

Technology
803
New
$522.22 - $611.76 $419K - $491K
803 $420K
CNM
Core & Main, Inc.

Industrials
7.47K
New
$48.56 - $66.98 $363K - $500K
7.47K $402K
ADEA
Adeia Inc.

Technology
21.7K
New
$12.34 - $16.95 $268K - $369K
21.7K $365K
WSO
Watsco Inc

Industrials
869
New
$381.94 - $489.97 $332K - $426K
869 $351K
RKT
Rocket Companies, Inc.

Financial Services
17.9K
New
$13.31 - $21.16 $238K - $379K
17.9K $346K
VB
Vanguard Small Cap ETF

ETFs
1.33K
New
$237.58 - $259.17 $317K - $345K
1.33K $338K
BSX
Boston Scientific Corp

Healthcare
3.4K
New
$97.03 - $108.14 $329K - $367K
3.4K $331K
AROC
Archrock, Inc.

Energy
12.6K
New
$22.0 - $26.51 $276K - $333K
12.6K $330K
WDC
Western Digital Corp

Technology
2.67K
New
$63.84 - $120.06 $170K - $320K
2.67K $320K
NYT
New York Times CO

Communication Services
5.57K
New
$51.43 - $61.95 $286K - $345K
5.57K $319K
MGEE
Mge Energy Inc

Utilities
3.5K
New
$83.0 - $90.05 $291K - $315K
3.5K $294K
AUR
Aurora Innovation, Inc.

Technology
52.7K
New
$5.05 - $6.56 $266K - $346K
52.7K $284K
EXLS
Exl Service Holdings, Inc.

Technology
6.37K
New
$41.4 - $45.43 $264K - $289K
6.37K $280K
IWN
Ishares Russell2000 Val ETF

ETFs
1.48K
New
$157.1 - $178.94 $232K - $264K
1.48K $260K
WTW
Willis Towers Watson PLC

Financial Services
755
New
$301.83 - $345.45 $228K - $261K
755 $260K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.69K
New
$93.1 - $110.49 $250K - $297K
2.69K $250K
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.74K
New
$82.29 - $90.77 $225K - $249K
2.74K $247K
ONON
On Holding Ag

Consumer Cyclical
5.66K
New
$42.35 - $54.36 $239K - $307K
5.66K $239K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.72K
New
$28.71 - $37.46 $193K - $252K
6.72K $237K
NSC
Norfolk Southern Corp

Industrials
777
New
$259.49 - $300.41 $202K - $233K
777 $233K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
8.85K
New
$25.09 - $33.65 $222K - $298K
8.85K $227K
SOXX
Ishares Semiconductor ETF

ETFs
822
New
$236.93 - $271.12 $195K - $223K
822 $222K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.27K
New
$39.42 - $42.19 $208K - $222K
5.27K $221K
MCY
Mercury General Corp

Financial Services
2.6K
New
$65.82 - $84.78 $171K - $221K
2.6K $220K
WPP
Wpp PLC

Communication Services
8.82K
New
$23.63 - $36.37 $208K - $321K
8.82K $220K
MSI
Motorola Solutions, Inc.

Technology
466
New
$408.73 - $490.3 $190K - $228K
466 $213K
HRB
H&R Block Inc

Consumer Cyclical
4.2K
New
$49.28 - $56.76 $207K - $238K
4.2K $212K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
5.35K
New
$35.99 - $38.74 $193K - $207K
5.35K $207K
HNDL
Strategy Shs

ETFs
9.28K
New
$21.41 - $22.28 $199K - $207K
9.28K $206K
JHSC
John Hancock ETF Tr Multifacto

ETFs
4.9K
New
$39.08 - $42.37 $191K - $207K
4.9K $204K
CINF
Cincinnati Financial Corp

Financial Services
1.27K
New
$145.8 - $158.1 $185K - $201K
1.27K $200K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
4.11K
New
$36.33 - $46.04 $149K - $189K
4.11K $185K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
11.9K
New
$9.62 - $11.02 $114K - $131K
11.9K $120K
Onestream Inc
22.9K
New
N/A
22.9K $0
Calamos ETF Tr
67.9K
New
N/A
67.9K $0
Qxo Inc
12.9K
New
N/A
12.9K $0
ETF Opportunities Trust
14.5K
New
N/A
14.5K $0
Reddit Inc
1.01K
New
N/A
1.01K $0
Listed Fds Tr
3.57K
New
N/A
3.57K $0
Liberty Global LTD
22.8K
New
N/A
22.8K $0
Activity Summary
Buys All Purchases 208 New Holdings 45 Increased Positions 163 Sells All Sells 255 Reductions 255 Sold out 0 Options Calls 1 Puts 0
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