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
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
12
$15.29 - $24.54 $183 - $294
IOO
Ishares Tr Global 100 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
79
$38.84 - $56.64 $3.07K - $4.47K
Invesco Exchange Traded Fd T
Q1 2020 Filed on Apr 29, 2020
22,521
N/A
IXN
Ishares Global Information Tec

ETFs
Q1 2020 Filed on Apr 29, 2020
181
$26.71 - $38.65 $4.83K - $7K
EWG
Ishares Msci Germany ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
76
$18.03 - $29.88 $1.37K - $2.27K
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2020 Filed on Apr 29, 2020
903
$19.66 - $31.28 $17.8K - $28.2K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$46.56 - $68.74 $4.66K - $6.87K
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
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2020 Filed on Apr 29, 2020
200
$31.74 - $50.24 $6.35K - $10K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
75
$41.14 - $73.86 $3.09K - $5.54K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2020 Filed on Apr 29, 2020
120
$49.63 - $73.36 $5.96K - $8.8K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,351
$26.01 - $42.44 $35.1K - $57.3K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2020 Filed on Apr 29, 2020
375
$39.87 - $63.83 $15K - $23.9K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2020 Filed on Apr 29, 2020
2,018
$63.48 - $119.15 $128K - $240K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2020 Filed on Apr 29, 2020
845
$46.16 - $69.62 $39K - $58.8K
EWQ
Ishares Msci France ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
70
$20.03 - $32.96 $1.4K - $2.31K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2020 Filed on Apr 29, 2020
14
$30.51 - $42.26 $427 - $592
PXQ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
700
N/A
FTDS
First Trust Dividend Strength

ETFs
Q1 2020 Filed on Apr 29, 2020
400
$21.23 - $36.9 $8.49K - $14.8K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q1 2020 Filed on Apr 29, 2020
460
$13.9 - $25.2 $6.39K - $11.6K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2020 Filed on Apr 29, 2020
50
$46.0 - $68.66 $2.3K - $3.43K
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
2,015
$6.77 - $13.14 $13.6K - $26.5K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
75
$33.66 - $45.81 $2.52K - $3.44K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
600
$41.51 - $63.69 $24.9K - $38.2K
Danaher Corporation
Q1 2020 Filed on Apr 29, 2020
1,000
N/A
Bank Amer Corp
Q1 2020 Filed on Apr 29, 2020
7
N/A
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,250
$26.39 - $47.49 $33K - $59.4K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
315
$34.9 - $55.56 $11K - $17.5K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2020 Filed on Apr 29, 2020
966
$26.3 - $48.11 $25.4K - $46.5K
EDOG
Alps ETF Emerging Sector Divi

ETFs
Q1 2020 Filed on Apr 29, 2020
200
$13.63 - $22.46 $2.73K - $4.49K
HYLS
First Tr Tactical High Yield L

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$37.51 - $49.05 $150 - $196
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2020 Filed on Apr 29, 2020
14
$24.01 - $26.56 $336 - $372
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2020 Filed on Apr 29, 2020
4,295
$19.16 - $33.67 $82.3K - $145K
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
340
$21.27 - $35.83 $7.23K - $12.2K
PEJ
Invesco Exchange Traded Fd Tr

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

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

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

ETFs
Q1 2020 Filed on Apr 29, 2020
297
$24.07 - $37.61 $7.15K - $11.2K
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$19.31 - $29.54 $1.93K - $2.95K
PSL
Invesco Dwa Consumer Staples M
Q1 2020 Filed on Apr 29, 2020
72
N/A
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
45
$23.94 - $33.2 $1.08K - $1.49K
Invesco Exchange Traded Fd T
Q1 2020 Filed on Apr 29, 2020
220
N/A
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$41.45 - $70.64 $12.4K - $21.2K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
400
N/A
GURU
Global X Guru Index ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$23.51 - $37.55 $259 - $413
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q1 2020 Filed on Apr 29, 2020
486
$160.15 - $230.68 $77.8K - $112K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2020 Filed on Apr 29, 2020
273
N/A
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2020 Filed on Apr 29, 2020
256
$15.07 - $19.34 $3.86K - $4.95K
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
1,200
$20.8 - $32.39 $25K - $38.9K
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