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
CRF
Cornerstone Total Return Fund Inc

Financial Services
Q3 2020 Filed on Nov 03, 2020
11,369
$10.07 - $11.3 $114K - $128K
ET
Energy Transfer LP

Energy
Q3 2020 Filed on Nov 03, 2020
10,140
$5.42 - $7.15 $55K - $72.5K
GD
General Dynamics Corp

Industrials
Q3 2020 Filed on Nov 03, 2020
2,788
$136.51 - $158.85 $381K - $443K
SVXY
Pro Shares Trust Ii

ETFs
Q3 2020 Filed on Nov 03, 2020
12,000
$30.68 - $36.54 $368K - $438K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2020 Filed on Nov 03, 2020
26,323
$23.99 - $27.63 $631K - $727K
Legg Mason Inc
Q3 2020 Filed on Nov 03, 2020
4,367
N/A
CAPD
Barclays Bank PLC

ETFs
Q3 2020 Filed on Nov 03, 2020
3,028
$14.28 - $16.4 $43.2K - $49.7K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q3 2020 Filed on Nov 03, 2020
5,000
$25.29 - $43.63 $126K - $218K
LYFT
Lyft, Inc.

Technology
Q3 2020 Filed on Nov 03, 2020
6,370
$26.77 - $33.22 $171K - $212K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
14,327
$10.77 - $16.21 $154K - $232K
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
EMLP
First Tr Exchange Traded Iv

ETFs
Q2 2020 Filed on Jul 30, 2020
14,237
$16.75 - $23.13 $238K - $329K
Raytheon CO
Q2 2020 Filed on Jul 30, 2020
6,727
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
Bbx Cap Corp New
Q2 2020 Filed on Jul 30, 2020
45,094
N/A
United Technologies Corp
Q2 2020 Filed on Jul 30, 2020
10,088
N/A
INDY
Ishares India 50 ETF

ETFs
Q2 2020 Filed on Jul 30, 2020
8,101
$23.35 - $31.46 $189K - $255K
Match Group Inc
Q2 2020 Filed on Jul 30, 2020
3,760
N/A
Dropcar Inc
Q2 2020 Filed on Jul 30, 2020
19,169
N/A
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
Global X Fds
Q2 2020 Filed on Jul 30, 2020
10,000
N/A
Ishares Tr
Q2 2020 Filed on Jul 30, 2020
11,886
N/A
Wabco Hldgs Inc
Q2 2020 Filed on Jul 30, 2020
1,986
N/A
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2020 Filed on Apr 29, 2020
21
$14.17 - $26.35 $298 - $553
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
Gci Liberty Inc
Q1 2020 Filed on Apr 29, 2020
3,784
N/A
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
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2020 Filed on Apr 29, 2020
173
$70.74 - $99.38 $12.2K - $17.2K
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
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2020 Filed on Apr 29, 2020
835
$28.05 - $43.64 $23.4K - $36.4K
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q1 2020 Filed on Apr 29, 2020
385
$36.11 - $50.06 $13.9K - $19.3K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2020 Filed on Apr 29, 2020
400
$96.7 - $102.1 $38.7K - $40.8K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
2,462
$50.69 - $91.93 $125K - $226K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2020 Filed on Apr 29, 2020
1,713
$83.77 - $92.22 $143K - $158K
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
575
$35.18 - $65.78 $20.2K - $37.8K
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2020 Filed on Apr 29, 2020
13
$42.55 - $59.41 $553 - $772
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
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
465
$37.59 - $68.32 $17.5K - $31.8K
EWA
Ishares Msci Australia ETF

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

ETFs
Q1 2020 Filed on Apr 29, 2020
574
$20.82 - $48.41 $12K - $27.8K
ICF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
225
$37.65 - $62.99 $8.47K - $14.2K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
32
$18.21 - $25.62 $583 - $820
IXP
Ishares Global Comm Services E

ETFs
Q1 2020 Filed on Apr 29, 2020
380
$47.34 - $64.95 $18K - $24.7K
EWI
Ishares Inc Msci Italy ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
10
$18.09 - $30.43 $181 - $304
EWM
Ishs Msci Malaysia ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
556
$19.18 - $28.91 $10.7K - $16.1K
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
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