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
MSFT
Microsoft Corp

Technology
Q4 2017 Filed on Feb 12, 2018
600
$74.26 - $86.85 $44.6K - $52.1K
NUE
Nucor Corp

Basic Materials
Q3 2017 Filed on Nov 14, 2017
200
$53.48 - $57.86 $10.7K - $11.6K
NFLX
Netflix Inc

Communication Services
Q3 2017 Filed on Nov 14, 2017
600
$165.95 - $188.78 $99.6K - $113K
AMZN
Amazon Com Inc

Consumer Cyclical
Q3 2017 Filed on Nov 14, 2017
1,200
$46.93 - $49.98 $56.3K - $60K
Monogram Residential Tr Inc
Q3 2017 Filed on Nov 14, 2017
11,110
N/A
Pinnacle Foods Inc Del
Q3 2017 Filed on Nov 14, 2017
6,120
N/A
PCG
Pg&E Corp

Utilities
Q3 2017 Filed on Nov 14, 2017
5,649
$67.69 - $71.56 $382K - $404K
Penney J C Inc
Q3 2017 Filed on Nov 14, 2017
30,448
N/A
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q3 2017 Filed on Nov 14, 2017
100
$54.42 - $56.85 $5.44K - $5.69K
PAYX
Paychex Inc

Industrials
Q3 2017 Filed on Nov 14, 2017
3,709
$54.24 - $60.35 $201K - $224K
American Rlty Cap Pptys Inc
Q3 2017 Filed on Nov 14, 2017
25,000
N/A
Mobileye N V Amstelveen
Q3 2017 Filed on Nov 14, 2017
4,000
N/A
Dow Chem CO
Q3 2017 Filed on Nov 14, 2017
19,208
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2017 Filed on Nov 14, 2017
2,750
$57.54 - $68.91 $158K - $190K
Vereit Inc
Q3 2017 Filed on Nov 14, 2017
15,737
N/A
Shire PLC
Q3 2017 Filed on Nov 14, 2017
2,693
N/A
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q3 2017 Filed on Nov 14, 2017
23,138
$12.46 - $13.13 $288K - $304K
Rydex ETF Trust
Q3 2017 Filed on Nov 14, 2017
6,565
N/A
Claymore Exchange Trd Fd Tr
Q3 2017 Filed on Nov 14, 2017
9,737
N/A
PI
Impinj Inc

Technology
Q3 2017 Filed on Nov 14, 2017
6,060
$30.23 - $50.09 $183K - $304K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2017 Filed on Nov 14, 2017
2,998
$77.22 - $82.74 $232K - $248K
Reynolds American Inc
Q3 2017 Filed on Nov 14, 2017
7,111
N/A
PPL
Ppl Corp

Utilities
Q3 2017 Filed on Nov 14, 2017
7,605
$37.95 - $39.83 $289K - $303K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2017 Filed on Nov 14, 2017
3,555
$79.86 - $82.25 $284K - $292K
WHR
Whirlpool Corp

Consumer Cyclical
Q3 2017 Filed on Nov 14, 2017
2,105
$167.35 - $184.44 $352K - $388K
Du Pont E I De Nemours & CO
Q3 2017 Filed on Nov 14, 2017
14,936
N/A
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