Institute For Wealth Management, Llc. Wisdomtree U.S. Ai Enhanced Va Transaction History

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,869 shares of AIVL stock, worth $885,341. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,869
Previous 8,756 10.13%
Holding current value
$885,341
Previous $961,000 7.91%
% of portfolio
0.1%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$97.18 - $112.51 $86,198 - $99,796
-887 Reduced 10.13%
7,869 $885,000
Q1 2025

Apr 21, 2025
BUY
$104.87 - $112.53 $1,887 - $2,025
18 Added 0.21%
8,756 $961,000
Q4 2024

Jan 23, 2025
BUY
$106.1 - $114.66 $2,440 - $2,637
23 Added 0.26%
8,738 $930,000
Q1 2024

Apr 30, 2024
SELL
$93.54 - $101.78 $12,721 - $13,842
-136 Reduced 1.54%
8,715 $887,000
Q4 2023

Jan 31, 2024
SELL
$83.54 - $96.2 $31,327 - $36,075
-375 Reduced 4.06%
8,851 $848,000
Q3 2023

Oct 13, 2023
SELL
$88.57 - $96.93 $3,542 - $3,877
-40 Reduced 0.43%
9,226 $820,000
Q2 2023

Jul 25, 2023
SELL
$87.78 - $93.54 $7,022 - $7,483
-80 Reduced 0.86%
9,266 $866,000
Q4 2022

Feb 02, 2023
SELL
$82.47 - $95.86 $5,690 - $6,614
-69 Reduced 0.73%
9,346 $857,000
Q2 2022

Jul 25, 2022
SELL
$86.18 - $100.86 $6,291 - $7,362
-73 Reduced 0.77%
9,415 $835,000
Q2 2020

Jul 30, 2020
SELL
$61.49 - $81.56 $7,071 - $9,379
-115 Reduced 1.2%
9,488 $700,000
Q1 2020

Apr 29, 2020
SELL
$55.12 - $93.97 $4,354 - $7,423
-79 Reduced 0.82%
9,603 $620,000
Q4 2019

Feb 27, 2020
BUY
$84.13 - $92.78 $739,166 - $815,165
8,786 Added 980.58%
9,682 $896,000
Q4 2019

Jan 27, 2020
SELL
$84.13 - $92.78 $739,166 - $815,165
-8,786 Reduced 90.75%
896 $896,000
Q2 2019

Aug 02, 2019
SELL
N/A
-90 Reduced 0.92%
9,682 $830,000
Q1 2019

May 15, 2019
SELL
N/A
-121 Reduced 1.22%
9,772 $835,000
Q4 2018

Feb 08, 2019
BUY
N/A
9,893 New
9,893 $762,000
Q1 2018

May 15, 2018
SELL
N/A
-10,078 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
10,078
10,078 $829,000

Others Institutions Holding AIVL

# of Institutions
133
Shares Held
1.01M
Call Options Held
0
Put Options Held
226
View Full List

About WISDOMTREE U.S. AI ENHANCED VA

AIVL Quotes by TradingView
  • Ticker AIVL
  • Sector ETFs
  • Industry ETFs
More about AIVL
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