Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
4,411
$35.59 - $53.13 $157K - $234K
RIO
Rio Tinto PLC

Basic Materials
Q3 2021 Filed on Nov 15, 2021
3,024
$65.37 - $89.39 $198K - $270K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
5,435
$20.03 - $22.13 $109K - $120K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
90,613
N/A
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
7,528
$17.27 - $32.64 $130K - $246K
WATT
Energous Corp

Technology
Q3 2021 Filed on Nov 15, 2021
20,000
$2.07 - $2.78 $41.4K - $55.6K
VCNX
Vaccinex, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
20,000
$2.11 - $2.81 $42.2K - $56.2K
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
Osi ETF Tr
Q3 2021 Filed on Nov 15, 2021
4,950
N/A
Gabelli Equity Tr Inc
Q3 2021 Filed on Nov 15, 2021
11,320
N/A
Seagate Technology PLC
Q2 2021 Filed on Jul 21, 2021
7,460
N/A
DASH
Door Dash, Inc.

Communication Services
Q2 2021 Filed on Jul 21, 2021
4,200
$112.99 - $183.91 $475K - $772K
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
Ishares Gold Tr
Q2 2021 Filed on Jul 21, 2021
10,728
N/A
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
1,712
$260.21 - $276.38 $445K - $473K
PFG
Principal Financial Group Inc

Financial Services
Q2 2021 Filed on Jul 21, 2021
3,685
$59.74 - $66.87 $220K - $246K
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
1,388
$140.41 - $161.56 $195K - $224K
Bristol Myers Squibb CO
Q1 2021 Filed on May 04, 2021
811,275
N/A
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q1 2021 Filed on May 04, 2021
11,804
$10.12 - $13.15 $119K - $155K
Allianzgi Conv & Income Fd
Q1 2021 Filed on May 04, 2021
24,020
N/A
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 04, 2021
2,500
$79.33 - $108.11 $198K - $270K
Allianzgi Equity & Conv Inco
Q1 2021 Filed on May 04, 2021
17,768
N/A
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q1 2021 Filed on May 04, 2021
3,650
$56.59 - $68.31 $207K - $249K
Tiffany & CO New
Q1 2021 Filed on May 04, 2021
2,022
N/A
Norbord Inc
Q1 2021 Filed on May 04, 2021
6,625
N/A
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q4 2020 Filed on Feb 01, 2021
13,174
$5.79 - $6.45 $76.3K - $85K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q4 2020 Filed on Feb 01, 2021
15,630
$9.15 - $12.06 $143K - $188K
FUND
Sprott Focus Trust Inc.

Financial Services
Q4 2020 Filed on Feb 01, 2021
18,085
$5.81 - $7.09 $105K - $128K
First Tr Value Line 100 Ex T
Q4 2020 Filed on Feb 01, 2021
34,801
N/A
Royal Dutch Shell PLC
Q4 2020 Filed on Feb 01, 2021
10,670
N/A
CVY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 03, 2020
14,119
$15.78 - $17.87 $223K - $252K
Royal Bk Scotland Group PLC
Q3 2020 Filed on Nov 03, 2020
10,007
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q3 2020 Filed on Nov 03, 2020
5,718
$55.29 - $63.27 $316K - $362K
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
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2020 Filed on Nov 03, 2020
1,195
$150.39 - $180.07 $180K - $215K
ET
Energy Transfer LP

Energy
Q3 2020 Filed on Nov 03, 2020
10,140
$5.42 - $7.15 $55K - $72.5K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
Q3 2020 Filed on Nov 03, 2020
13,297
$24.5 - $25.64 $326K - $341K
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
CRF
Cornerstone Total Return Fund Inc

Financial Services
Q3 2020 Filed on Nov 03, 2020
11,369
$10.07 - $11.3 $114K - $128K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
9,976
$42.01 - $46.49 $419K - $464K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q3 2020 Filed on Nov 03, 2020
12,871
$10.38 - $11.46 $134K - $148K
SHAG
Wisdomtree Yield Enhanced U.S.
Q3 2020 Filed on Nov 03, 2020
6,951
N/A
ENB
Enbridge Inc

Energy
Q3 2020 Filed on Nov 03, 2020
17,476
$29.2 - $33.98 $510K - $594K
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
GD
General Dynamics Corp

Industrials
Q3 2020 Filed on Nov 03, 2020
2,788
$136.51 - $158.85 $381K - $443K
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