Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TECH
Bio Techne Corp

Healthcare
Q2 2022 Filed on Jul 25, 2022
479
$322.67 - $449.65 $155K - $215K
SRE
Sempra Energy

Utilities
Q2 2022 Filed on Jul 25, 2022
1,331
$139.49 - $172.67 $186K - $230K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q2 2022 Filed on Jul 25, 2022
7,692
$22.34 - $29.44 $172K - $226K
BVH
Bluegreen Vacations Holding Corp

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
6,795
$23.89 - $30.21 $162K - $205K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Jul 25, 2022
1,304
$122.23 - $195.51 $159K - $255K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Jul 25, 2022
4,743
$38.85 - $50.6 $184K - $240K
BRDS
Bird Global, Inc.

Industrials
Q2 2022 Filed on Jul 25, 2022
13,838
$0.44 - $2.48 $6.09K - $34.3K
CVCY
Central Valley Community Bancorp

Financial Services
Q2 2022 Filed on Jul 25, 2022
9,220
$14.5 - $23.56 $134K - $217K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q2 2022 Filed on Jul 25, 2022
2,800
$59.8 - $87.18 $167K - $244K
Draftkings Inc
Q2 2022 Filed on Jul 25, 2022
10,407
N/A
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 25, 2022
8,011
$21.47 - $30.37 $172K - $243K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Jul 25, 2022
9,112
$42.05 - $47.77 $383K - $435K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Jul 25, 2022
57,687
$23.08 - $25.81 $1.33M - $1.49M
CGNX
Cognex Corp

Technology
Q2 2022 Filed on Jul 25, 2022
4,000
$42.25 - $78.81 $169K - $315K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q2 2022 Filed on Jul 25, 2022
2,755
$81.75 - $104.79 $225K - $289K
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on Apr 29, 2022
1,036
$100.69 - $233.19 $104K - $242K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2022 Filed on Apr 29, 2022
3,712
$50.66 - $56.06 $188K - $208K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2022 Filed on Apr 29, 2022
1,280
$134.94 - $161.48 $173K - $207K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on Apr 29, 2022
307
$378.09 - $648.05 $116K - $199K
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 29, 2022
7,811
$22.26 - $25.8 $174K - $202K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on Apr 29, 2022
2,488
$50.79 - $95.08 $126K - $237K
HEWJ
Ishares Currency Hedged Msci J

ETFs
Q1 2022 Filed on Apr 29, 2022
5,254
$34.6 - $40.54 $182K - $213K
RAVI
Flexshares Tr Ready Access Var

ETFs
Q1 2022 Filed on Apr 29, 2022
2,688
$74.74 - $75.58 $201K - $203K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on Apr 29, 2022
2,743
$67.73 - $76.65 $186K - $210K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2022 Filed on Apr 29, 2022
4,883
$44.48 - $47.26 $217K - $231K
U
Unity Software Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
1,661
$74.35 - $138.65 $123K - $230K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on Apr 29, 2022
581
$250.38 - $371.86 $145K - $216K
Xilinx Inc
Q1 2022 Filed on Apr 29, 2022
9,122
N/A
TER
Teradyne, Inc

Technology
Q1 2022 Filed on Apr 29, 2022
1,470
$105.57 - $166.38 $155K - $245K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
962
$138.11 - $222.66 $133K - $214K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q4 2021 Filed on Jan 21, 2022
10,584
$15.94 - $17.42 $169K - $184K
Discovery Inc
Q4 2021 Filed on Jan 21, 2022
23,330
N/A
FXI
Ishares Tr

ETFs
Q4 2021 Filed on Jan 21, 2022
5,446
$35.57 - $42.33 $194K - $231K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Jan 21, 2022
27
$236.98 - $261.2 $6.4K - $7.05K
New Oriental Ed & Technology
Q4 2021 Filed on Jan 21, 2022
10,352
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 21, 2022
9,667
N/A
Loral Space & Com Inc
Q4 2021 Filed on Jan 21, 2022
4,228
N/A
Credit Suisse Ag Nassau Brh
Q4 2021 Filed on Jan 21, 2022
390
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Jan 21, 2022
1,500
$236.98 - $261.2 $355K - $392K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q4 2021 Filed on Jan 21, 2022
2,550
$79.95 - $87.45 $204K - $223K
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Jan 21, 2022
3,325
$61.26 - $64.52 $204K - $215K
Loral Space & Com Inc
Q4 2021 Filed on Jan 21, 2022
500
N/A
General Electric CO
Q3 2021 Filed on Nov 15, 2021
90,613
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
7,136
$26.45 - $37.81 $189K - $270K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
4,411
$35.59 - $53.13 $157K - $234K
Osi ETF Tr
Q3 2021 Filed on Nov 15, 2021
4,950
N/A
BEAM
Beam Therapeutics Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
2,600
$84.37 - $133.6 $219K - $347K
Gabelli Equity Tr Inc
Q3 2021 Filed on Nov 15, 2021
11,320
N/A
CCMP
Cmc Materials, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
930
$120.37 - $150.62 $112K - $140K
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