Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $874 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Nov 15, 2021
3,024
$65.37 - $89.39 $198K - $270K
Gabelli Equity Tr Inc
Q3 2021 Filed on Nov 15, 2021
11,320
N/A
BEAM
Beam Therapeutics Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
2,600
$84.37 - $133.6 $219K - $347K
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
7,136
$26.45 - $37.81 $189K - $270K
Osi ETF Tr
Q3 2021 Filed on Nov 15, 2021
4,950
N/A
CCMP
Cmc Materials, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
930
$120.37 - $150.62 $112K - $140K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q3 2021 Filed on Nov 15, 2021
2,870
$67.67 - $72.6 $194K - $208K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
3,165
$53.56 - $66.59 $170K - $211K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
4,411
$35.59 - $53.13 $157K - $234K
PFG
Principal Financial Group Inc

Financial Services
Q2 2021 Filed on Jul 21, 2021
3,685
$59.74 - $66.87 $220K - $246K
GRMN
Garmin LTD

Technology
Q2 2021 Filed on Jul 21, 2021
1,860
$132.51 - $145.38 $246K - $270K
Seagate Technology PLC
Q2 2021 Filed on Jul 21, 2021
7,460
N/A
IYW
Ishares Dj Us Tech ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
9,880
$86.67 - $99.76 $856K - $986K
Marvell Technology Group LTD
Q2 2021 Filed on Jul 21, 2021
15,765
N/A
DASH
Door Dash, Inc.

Communication Services
Q2 2021 Filed on Jul 21, 2021
4,200
$112.99 - $183.91 $475K - $772K
Ishares Gold Tr
Q2 2021 Filed on Jul 21, 2021
10,728
N/A
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q1 2021 Filed on May 04, 2021
3,650
$56.59 - $68.31 $207K - $249K
Bristol Myers Squibb CO
Q1 2021 Filed on May 04, 2021
811,275
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
1,388
$140.41 - $161.56 $195K - $224K
Allianzgi Conv & Income Fd
Q1 2021 Filed on May 04, 2021
24,020
N/A
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q1 2021 Filed on May 04, 2021
11,804
$10.12 - $13.15 $119K - $155K
Allianzgi Equity & Conv Inco
Q1 2021 Filed on May 04, 2021
17,768
N/A
Tiffany & CO New
Q1 2021 Filed on May 04, 2021
2,022
N/A
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 04, 2021
2,500
$79.33 - $108.11 $198K - $270K
Norbord Inc
Q1 2021 Filed on May 04, 2021
6,625
N/A
FUND
Sprott Focus Trust Inc.

Financial Services
Q4 2020 Filed on Feb 01, 2021
18,085
$5.81 - $7.09 $105K - $128K
Royal Dutch Shell PLC
Q4 2020 Filed on Feb 01, 2021
10,670
N/A
First Tr Value Line 100 Ex T
Q4 2020 Filed on Feb 01, 2021
34,801
N/A
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q4 2020 Filed on Feb 01, 2021
15,630
$9.15 - $12.06 $143K - $188K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q4 2020 Filed on Feb 01, 2021
13,174
$5.79 - $6.45 $76.3K - $85K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q3 2020 Filed on Nov 03, 2020
2,671
$71.58 - $81.95 $191K - $219K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q3 2020 Filed on Nov 03, 2020
5,718
$55.29 - $63.27 $316K - $362K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 03, 2020
6,124
$23.93 - $31.98 $147K - $196K
Royal Bk Scotland Group PLC
Q3 2020 Filed on Nov 03, 2020
10,007
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2020 Filed on Nov 03, 2020
12,077
$30.77 - $31.23 $372K - $377K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2020 Filed on Nov 03, 2020
7,326
$31.3 - $31.43 $229K - $230K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2020 Filed on Nov 03, 2020
31,077
$26.58 - $29.31 $826K - $911K
SHAG
Wisdomtree Yield Enhanced U.S.
Q3 2020 Filed on Nov 03, 2020
6,951
N/A
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q3 2020 Filed on Nov 03, 2020
12,871
$10.38 - $11.46 $134K - $148K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
9,976
$42.01 - $46.49 $419K - $464K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q3 2020 Filed on Nov 03, 2020
20,163
$101.36 - $112.97 $2.04M - $2.28M
CVY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 03, 2020
14,119
$15.78 - $17.87 $223K - $252K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2020 Filed on Nov 03, 2020
1,195
$150.39 - $180.07 $180K - $215K
LAMR
Lamar Advertising CO

Real Estate
Q3 2020 Filed on Nov 03, 2020
4,684
$61.98 - $70.76 $290K - $331K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q3 2020 Filed on Nov 03, 2020
22,114
$26.26 - $27.96 $581K - $618K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
Q3 2020 Filed on Nov 03, 2020
13,297
$24.5 - $25.64 $326K - $341K
ENB
Enbridge Inc

Energy
Q3 2020 Filed on Nov 03, 2020
17,476
$29.2 - $33.98 $510K - $594K
OMC
Omnicom Group Inc.

Communication Services
Q3 2020 Filed on Nov 03, 2020
3,812
$48.81 - $57.01 $186K - $217K
Seattle Genetics Inc
Q3 2020 Filed on Nov 03, 2020
2,866
N/A
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