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
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 03, 2020
6,124
$23.93 - $31.98 $147K - $196K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q3 2020 Filed on Nov 03, 2020
2,671
$71.58 - $81.95 $191K - $219K
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
Legg Mason Inc
Q3 2020 Filed on Nov 03, 2020
4,367
N/A
SVXY
Pro Shares Trust Ii

ETFs
Q3 2020 Filed on Nov 03, 2020
12,000
$30.68 - $36.54 $368K - $438K
CAPD
Barclays Bank PLC

ETFs
Q3 2020 Filed on Nov 03, 2020
3,028
$14.28 - $16.4 $43.2K - $49.7K
LAMR
Lamar Advertising CO

Real Estate
Q3 2020 Filed on Nov 03, 2020
4,684
$61.98 - $70.76 $290K - $331K
United Technologies Corp
Q2 2020 Filed on Jul 30, 2020
10,088
N/A
Alps ETF Tr
Q2 2020 Filed on Jul 30, 2020
91,569
N/A
Global X Fds
Q2 2020 Filed on Jul 30, 2020
10,000
N/A
Bbx Cap Corp New
Q2 2020 Filed on Jul 30, 2020
45,094
N/A
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
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
Raytheon CO
Q2 2020 Filed on Jul 30, 2020
6,727
N/A
Wabco Hldgs Inc
Q2 2020 Filed on Jul 30, 2020
1,986
N/A
INDY
Ishares India 50 ETF

ETFs
Q2 2020 Filed on Jul 30, 2020
8,101
$23.35 - $31.46 $189K - $255K
Allergan PLC
Q2 2020 Filed on Jul 30, 2020
4,015
N/A
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2020 Filed on Jul 30, 2020
14,237
$16.75 - $23.13 $238K - $329K
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q1 2020 Filed on Apr 29, 2020
385
$36.11 - $50.06 $13.9K - $19.3K
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
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2020 Filed on Apr 29, 2020
21
$14.17 - $26.35 $298 - $553
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2020 Filed on Apr 29, 2020
1,110
$25.01 - $34.64 $27.8K - $38.5K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2020 Filed on Apr 29, 2020
14
$30.51 - $42.26 $427 - $592
EWA
Ishares Msci Australia ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
2,516
$12.82 - $23.54 $32.3K - $59.2K
EWI
Ishares Inc Msci Italy ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
10
$18.09 - $30.43 $181 - $304
EWH
Ishares Msci Hong Kong ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
32
$18.21 - $25.62 $583 - $820
EWG
Ishares Msci Germany ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
76
$18.03 - $29.88 $1.37K - $2.27K
EWN
Ishares Msci Netherlnds ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
46
$22.43 - $34.66 $1.03K - $1.59K
EPP
Ishares Inc

ETFs
Q1 2020 Filed on Apr 29, 2020
560
$29.21 - $48.12 $16.4K - $26.9K
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2020 Filed on Apr 29, 2020
903
$19.66 - $31.28 $17.8K - $28.2K
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
12
$15.29 - $24.54 $183 - $294
EWQ
Ishares Msci France ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
70
$20.03 - $32.96 $1.4K - $2.31K
EWP
Ishares Inc Msci Spain ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$18.1 - $29.44 $5.43K - $8.83K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,351
$26.01 - $42.44 $35.1K - $57.3K
EZA
Ishares Msci South Africa ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
346
$24.48 - $49.48 $8.47K - $17.1K
EWY
Ishares Inc Msci South Korea E

ETFs
Q1 2020 Filed on Apr 29, 2020
484
$38.97 - $64.09 $18.9K - $31K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
574
$20.82 - $48.41 $12K - $27.8K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
34
$21.49 - $34.23 $731 - $1.16K
EWM
Ishs Msci Malaysia ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
556
$19.18 - $28.91 $10.7K - $16.1K
HYLS
First Tr Tactical High Yield L

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$37.51 - $49.05 $150 - $196
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
978
$17.58 - $36.89 $17.2K - $36.1K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
151
$25.25 - $34.35 $3.81K - $5.19K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$19.69 - $45.6 $5.91K - $13.7K
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
340
$21.27 - $35.83 $7.23K - $12.2K
PXQ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
700
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
400
N/A
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