Institute For Wealth Management, Llc. ALPS ETF TR Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 30, 2020	SELL	N/A	-91,569 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	N/A	11,973 Added 15.04%	91,569 $315,000
Q4 2019 Feb 27, 2020	BUY	N/A	78,919 Added 11657.16%	79,596 $677,000
Q4 2019 Jan 27, 2020	SELL	N/A	-123,223 Reduced 99.45%	677 $677,000
Q3 2019 Oct 28, 2019	BUY	N/A	976 Added 0.79%	123,900 $1.13 Million
Q2 2019 Aug 02, 2019	BUY	N/A	1,825 Added 1.51%	122,924 $1.21 Million
Q1 2019 May 15, 2019	SELL	N/A	-1,406 Reduced 1.15%	121,099 $1.22 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-5,169 Reduced 4.05%	122,505 $1.07 Million
Q3 2018 Oct 29, 2018	BUY	N/A	1,063 Added 0.84%	127,674 $1.34 Million
Q2 2018 Aug 10, 2018	BUY	N/A	1,695 Added 1.36%	126,611 $1.28 Million
Q1 2018 May 15, 2018	BUY	N/A	495 Added 0.4%	124,916 $1.26 Million
Q4 2017 Feb 12, 2018	BUY	N/A	502 Added 0.41%	124,421 $1.34 Million
Q3 2017 Nov 14, 2017	BUY	N/A	1,441 Added 1.18%	123,919 $1.39 Million
Q2 2017 Aug 14, 2017	BUY	N/A	122,478	122,478 $1.47 Million

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