Institute For Wealth Management, Llc. Sells in Q3 2024

Institute For Wealth Management, Llc.

  • $781 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-125
- 1.11%
$341.08 - $391.94 $42.6K - $49K
11.1K $4.26M
VOX
Vanguard Communication Service

ETFs
-20
- 0.22%
$129.82 - $145.39 $2.6K - $2.91K
9.17K $1.33M
CI
Cigna Corp

Healthcare
-18
- 0.4%
$319.12 - $367.1 $5.74K - $6.61K
4.51K $1.56M
MELI
Mercadolibre Inc

Consumer Cyclical
-35
- 10.42%
$1591.44 - $2140.1 $55.7K - $74.9K
301 $617K
GLW
Corning Inc

Technology
-23
- 0.21%
$37.76 - $46.2 $868 - $1.06K
10.7K $484K
AEP
American Electric Power CO Inc

Utilities
-33
- 0.7%
$87.11 - $104.95 $2.87K - $3.46K
4.66K $478K
ABT
Abbott Laboratories

Healthcare
-173
- 1.91%
$100.07 - $118.13 $17.3K - $20.4K
8.87K $1.01M
CCI
Crown Castle International Corp

Real Estate
-12
- 0.33%
$95.29 - $120.24 $1.14K - $1.44K
3.57K $423K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-70
- 1.6%
$187.29 - $209.6 $13.1K - $14.7K
4.31K $896K
CMCSA
Comcast Corp

Communication Services
-109
- 0.37%
$37.33 - $41.78 $4.07K - $4.55K
29.7K $1.24M
DD
Du Pont De Nemours, Inc.

Basic Materials
-124
- 1.2%
$77.22 - $89.49 $9.58K - $11.1K
10.2K $909K
MCO
Moodys Corp

Financial Services
-44
- 2.4%
$421.49 - $494.67 $18.5K - $21.8K
1.79K $850K
ALL
Allstate Corp

Financial Services
-43
- 1.47%
$158.43 - $192.86 $6.81K - $8.29K
2.89K $546K
VCR
Vanguard Consumer Discretionar

ETFs
-85
- 2.19%
$291.88 - $341.94 $24.8K - $29.1K
3.8K $1.29M
AMGN
Amgen Inc

Healthcare
-129
- 1.03%
$309.38 - $337.38 $39.9K - $43.5K
12.4K $3.99M
VZ
Verizon Communications Inc

Communication Services
-171
- 0.7%
$38.89 - $45.0 $6.65K - $7.7K
24.1K $1.08M
UNP
Union Pacific Corp

Industrials
-81
- 1.57%
$221.78 - $256.09 $18K - $20.7K
5.07K $1.25M
JOE
St Joe CO

Real Estate
-303
- 1.06%
$52.59 - $63.7 $15.9K - $19.3K
28.4K $1.65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.27%
$3305.62 - $4268.05 $3.31K - $4.27K
374 $1.58M
AMT
American Tower Corp

Real Estate
-56
- 2.07%
$192.27 - $242.73 $10.8K - $13.6K
2.65K $616K
CMI
Cummins Inc

Industrials
-60
- 2.53%
$266.63 - $326.4 $16K - $19.6K
2.31K $747K
CSCO
Cisco Systems, Inc.

Technology
-480
- 2.36%
$44.74 - $53.22 $21.5K - $25.5K
19.9K $1.06M
IVV
Ishares Core S&P 500 ETF

ETFs
-50
- 1.22%
$520.18 - $576.82 $26K - $28.8K
4.03K $2.33M
T
At&T Inc.

Communication Services
-1.67K
- 3.74%
$18.21 - $22.28 $30.3K - $37.1K
42.8K $941K
MS
Morgan Stanley

Financial Services
-299
- 1.68%
$92.07 - $106.96 $27.5K - $32K
17.4K $1.82M
DHR
Danaher Corp

Healthcare
-15
- 0.42%
$239.25 - $280.76 $3.59K - $4.21K
3.53K $980K
VBR
Vanguard Small Cap Value ETF

ETFs
-20
- 0.36%
$179.99 - $201.6 $3.6K - $4.03K
5.51K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
-199
- 1.21%
$194.9 - $224.8 $38.8K - $44.7K
16.3K $3.44M
PBE
Invesco Exchange Traded Fd Tr

ETFs
-16
- 0.08%
$64.02 - $71.97 $1.02K - $1.15K
20.8K $1.45M
CARR
Carrier Global Corp

Industrials
-46
- 0.75%
$61.9 - $80.88 $2.85K - $3.72K
6.12K $492K
ETN
Eaton Corp PLC

Industrials
-67
- 0.94%
$272.52 - $333.02 $18.3K - $22.3K
7.03K $2.33M
UNH
Unitedhealth Group Inc

Healthcare
-244
- 7.43%
$488.01 - $604.18 $119K - $147K
3.04K $1.78M
GILD
Gilead Sciences, Inc.

Healthcare
-94
- 1.24%
$66.59 - $83.99 $6.26K - $7.9K
7.46K $625K
SPGI
S&P Global Inc.

Financial Services
-2
- 0.12%
$446.32 - $527.38 $893 - $1.05K
1.6K $828K
MCD
Mcdonalds Corp

Consumer Cyclical
-186
- 5.39%
$245.82 - $304.51 $45.7K - $56.6K
3.27K $994K
MET
Metlife Inc

Financial Services
-148
- 1.41%
$67.96 - $82.48 $10.1K - $12.2K
10.4K $854K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-215
- 0.99%
$59.5 - $67.14 $12.8K - $14.4K
21.5K $1.42M
MAS
Masco Corp

Industrials
-3
- 0.04%
$64.7 - $83.94 $194 - $252
7K $587K
VFH
Vanguard Financial ETF

ETFs
-28
- 0.23%
$99.27 - $111.21 $2.78K - $3.11K
12.4K $1.36M
IEV
Ishares Tr Europe ETF

ETFs
-545
- 1.19%
$53.25 - $58.78 $29K - $32K
45.3K $2.64M
TRV
Travelers Companies, Inc.

Financial Services
-201
- 3.44%
$201.87 - $242.35 $40.6K - $48.7K
5.65K $1.32M
TTD
Trade Desk, Inc.

Technology
-119
- 0.97%
$83.08 - $110.79 $9.89K - $13.2K
12.2K $1.34M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-11
- 0.03%
$86.85 - $98.91 $955 - $1.09K
32.7K $3.23M
NFLX
Netflix Inc

Communication Services
-7
- 0.16%
$598.55 - $722.26 $4.19K - $5.06K
4.28K $3.04M
EEM
Ishares Msci Emerging Markets

ETFs
-683
- 1.27%
$40.42 - $46.7 $27.6K - $31.9K
53.2K $2.44M
IT
Gartner Inc

Technology
-26
- 0.96%
$441.32 - $516.47 $11.5K - $13.4K
2.7K $1.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-232
- 1.06%
$162.64 - $179.3 $37.7K - $41.6K
21.6K $3.87M
IBM
International Business Machines Corp

Technology
-152
- 3.87%
$175.1 - $223.38 $26.6K - $34K
3.77K $833K
JNJ
Johnson & Johnson

Healthcare
-125
- 1.11%
$145.48 - $167.38 $18.2K - $20.9K
11.2K $1.81M
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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