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

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-138
- 1.17%
$271.18 - $309.22 $37.4K - $42.7K
11.6K $3.28M
EW
Edwards Lifesciences Corp

Healthcare
-8
- 0.16%
$73.75 - $81.83 $590 - $655
5.15K $400K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
-1.16K
- 7.93%
$4.17 - $4.36 $4.82K - $5.04K
13.4K $57K
EPD
Enterprise Products Partners L.P.

Energy
-143
- 1.74%
$30.74 - $32.14 $4.4K - $4.6K
8.08K $252K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-30
- 0.56%
N/A
5.29K $301K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-1.01K
- 6.05%
$18.02 - $19.56 $18.1K - $19.7K
15.6K $300K
GILD
Gilead Sciences, Inc.

Healthcare
-25
- 0.34%
$108.22 - $120.47 $2.71K - $3.01K
7.37K $818K
Canadian Pacific Kansas City
-708
- 2.68%
N/A
25.7K $0
Labcorp Holdings Inc
-225
- 18.19%
N/A
1.01K $0
Lam Research Corp
-1
- -0.0%
N/A
73.5K $0
Tidal Trust I
-101
- 0.16%
N/A
62.8K $0
PWC
Invesco Exchange Traded Fd Tr
-243
- 0.41%
N/A
59K $0
Madison Square Garden Entmt
-572
- 10.3%
N/A
4.98K $0
Invesco Exchange Traded Fd T
-47
- 0.29%
N/A
16K $0
Arista Networks Inc
-10
- 0.42%
N/A
2.37K $0
WMB
Williams Companies, Inc.

Energy
-48
- 0.78%
$56.52 - $64.01 $2.71K - $3.07K
6.13K $388K
UHALB
Amerco Com Ser N
-76
- 0.5%
N/A
15K $0
LYV
Live Nation Entertainment, Inc.

Communication Services
-179
- 7.19%
$143.56 - $174.06 $25.7K - $31.2K
2.31K $377K
DVY
Ishares Tr

ETFs
-100
- 6.13%
$133.88 - $142.57 $13.4K - $14.3K
1.53K $217K
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.12K
- 8.74%
$108.97 - $121.65 $231K - $258K
22.1K $2.67M
IGF
Ishares Global Infrastructure

ETFs
-96
- 2.12%
$58.29 - $61.43 $5.6K - $5.9K
4.43K $271K
ALL
Allstate Corp

Financial Services
-155
- 5.57%
$192.0 - $214.65 $29.8K - $33.3K
2.63K $563K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
-2.18K
- 5.56%
$40.38 - $43.07 $88.1K - $94K
37.1K $1.6M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-300
- 1.59%
$14.11 - $14.94 $4.23K - $4.48K
18.5K $271K
XLB
Select Sector Spdr Fd Material

ETFs
-33
- 0.6%
$86.72 - $92.61 $2.86K - $3.06K
5.47K $489K
SU
Suncor Energy Inc

Energy
-1K
- 9.1%
$37.83 - $43.02 $37.9K - $43.1K
10K $419K
ITW
Illinois Tool Works Inc

Industrials
-20
- 1.88%
$252.31 - $269.41 $5.05K - $5.39K
1.04K $271K
MRK
Merck & Co., Inc.

Healthcare
-394
- 4.23%
$77.6 - $87.37 $30.6K - $34.4K
8.92K $748K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-200
- 0.8%
$20.38 - $21.7 $4.08K - $4.34K
25K $525K
GDV
Gabelli Dividend & Income Trust

Financial Services
-384
- 1.95%
$25.8 - $27.4 $9.91K - $10.5K
19.3K $524K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-261
- 1.73%
$23.8 - $25.39 $6.21K - $6.63K
14.8K $371K
SWKS
Skyworks Solutions, Inc.

Technology
-11
- 0.2%
$67.52 - $82.97 $743 - $913
5.44K $418K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-24
- 0.79%
$91.28 - $97.59 $2.19K - $2.34K
3.01K $288K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-385
- 7.55%
$77.85 - $88.49 $30K - $34.1K
4.72K $406K
UNP
Union Pacific Corp

Industrials
-80
- 1.61%
$214.91 - $237.16 $17.2K - $19K
4.9K $1.16M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-27
- 0.38%
$42.39 - $44.63 $1.14K - $1.21K
7.06K $314K
IYT
Ishares Tr U.S. Transportation

ETFs
-218
- 2.29%
$66.62 - $72.7 $14.5K - $15.8K
9.3K $666K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-276
- 2.37%
$58.7 - $62.94 $16.2K - $17.4K
11.4K $708K
MCD
Mcdonalds Corp

Consumer Cyclical
-74
- 2.3%
$291.67 - $316.99 $21.6K - $23.5K
3.15K $956K
RIG
Transocean Ltd.

Energy
-1.27K
- 3.32%
$2.55 - $3.64 $3.23K - $4.6K
36.8K $114K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-140
- 1.17%
$21.0 - $23.0 $2.94K - $3.22K
11.9K $273K
USB
Us Bancorp \De\

Financial Services
-255
- 2.39%
$43.94 - $50.41 $11.2K - $12.9K
10.4K $502K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-15
- 1.88%
$534.91 - $598.71 $8.02K - $8.98K
784 $440K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-174
- 2.73%
$80.54 - $89.67 $14K - $15.6K
6.19K $543K
PFE
Pfizer Inc

Healthcare
-173
- 0.76%
$23.29 - $25.88 $4.03K - $4.48K
22.7K $578K
ITA
Ishares Tr

ETFs
-1
- 0.08%
$184.73 - $209.26 $185 - $209
1.19K $247K
XOM
Exxon Mobil Corp

Energy
-34
- 0.56%
$105.83 - $117.22 $3.6K - $3.99K
6.05K $682K
WFC
Wells Fargo & Company

Financial Services
-19
- 0.24%
$77.05 - $85.16 $1.46K - $1.62K
7.84K $656K
AEP
American Electric Power CO Inc

Utilities
-101
- 2.29%
$103.26 - $115.0 $10.4K - $11.6K
4.31K $485K
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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