Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2020 Filed on Nov 03, 2020
12,077
$30.77 - $31.23 $372K - $377K
ENB
Enbridge Inc

Energy
Q3 2020 Filed on Nov 03, 2020
17,476
$29.2 - $33.98 $510K - $594K
CAPD
Barclays Bank PLC

ETFs
Q3 2020 Filed on Nov 03, 2020
3,028
$14.28 - $16.4 $43.2K - $49.7K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2020 Filed on Nov 03, 2020
1,195
$150.39 - $180.07 $180K - $215K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2020 Filed on Nov 03, 2020
31,077
$26.58 - $29.31 $826K - $911K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
9,976
$42.01 - $46.49 $419K - $464K
PDI
Pimco Dynamic Income Fund

Financial Services
Q3 2020 Filed on Nov 03, 2020
22,298
$24.01 - $25.36 $535K - $565K
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
ET
Energy Transfer LP

Energy
Q3 2020 Filed on Nov 03, 2020
10,140
$5.42 - $7.15 $55K - $72.5K
Legg Mason Inc
Q3 2020 Filed on Nov 03, 2020
4,367
N/A
TQQQ
Proshares Ultrapro Qqq

ETFs
Q3 2020 Filed on Nov 03, 2020
5,000
$25.29 - $43.63 $126K - $218K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q3 2020 Filed on Nov 03, 2020
11,735
$3.81 - $4.21 $44.7K - $49.4K
CVY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 03, 2020
14,119
$15.78 - $17.87 $223K - $252K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2020 Filed on Jul 30, 2020
12,558
$24.93 - $29.21 $313K - $367K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q2 2020 Filed on Jul 30, 2020
18,085
$22.11 - $25.04 $400K - $453K
Allergan PLC
Q2 2020 Filed on Jul 30, 2020
4,015
N/A
Bbx Cap Corp New
Q2 2020 Filed on Jul 30, 2020
45,094
N/A
Global X Fds
Q2 2020 Filed on Jul 30, 2020
10,000
N/A
Dropcar Inc
Q2 2020 Filed on Jul 30, 2020
19,169
N/A
Wabco Hldgs Inc
Q2 2020 Filed on Jul 30, 2020
1,986
N/A
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 30, 2020
2,308
$74.75 - $102.76 $173K - $237K
Ishares Tr
Q2 2020 Filed on Jul 30, 2020
11,886
N/A
Match Group Inc
Q2 2020 Filed on Jul 30, 2020
3,760
N/A
Raytheon CO
Q2 2020 Filed on Jul 30, 2020
6,727
N/A
INDY
Ishares India 50 ETF

ETFs
Q2 2020 Filed on Jul 30, 2020
8,101
$23.35 - $31.46 $189K - $255K
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2020 Filed on Jul 30, 2020
14,237
$16.75 - $23.13 $238K - $329K
United Technologies Corp
Q2 2020 Filed on Jul 30, 2020
10,088
N/A
Aqua America Inc
Q1 2020 Filed on Apr 29, 2020
12,140
N/A
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
2,462
$50.69 - $91.93 $125K - $226K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q1 2020 Filed on Apr 29, 2020
118
$48.23 - $51.34 $5.69K - $6.06K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,351
$26.01 - $42.44 $35.1K - $57.3K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
574
$20.82 - $48.41 $12K - $27.8K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$46.56 - $68.74 $4.66K - $6.87K
ICF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
225
$37.65 - $62.99 $8.47K - $14.2K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2020 Filed on Apr 29, 2020
380
$25.66 - $44.35 $9.75K - $16.9K
IYF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
2,102
$41.18 - $71.71 $86.6K - $151K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on Apr 29, 2020
128
$39.35 - $62.03 $5.04K - $7.94K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2020 Filed on Apr 29, 2020
30
$125.97 - $133.34 $3.78K - $4K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
34
$21.49 - $34.23 $731 - $1.16K
IYY
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
784
$54.71 - $84.04 $42.9K - $65.9K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2020 Filed on Apr 29, 2020
21
$14.17 - $26.35 $298 - $553
EWA
Ishares Msci Australia ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
2,516
$12.82 - $23.54 $32.3K - $59.2K
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2020 Filed on Apr 29, 2020
13
$42.55 - $59.41 $553 - $772
PAC
Pacific Airport Group

Industrials
Q1 2020 Filed on Apr 29, 2020
2,909
$44.41 - $133.15 $129K - $387K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on Apr 29, 2020
14,979
$45.53 - $50.41 $682K - $755K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2020 Filed on Apr 29, 2020
10,623
$47.21 - $54.5 $502K - $579K
EWP
Ishares Inc Msci Spain ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$18.1 - $29.44 $5.43K - $8.83K
EZA
Ishares Msci South Africa ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
346
$24.48 - $49.48 $8.47K - $17.1K
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