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
EZA
Ishares Msci South Africa ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
346
$24.48 - $49.48 $8.47K - $17.1K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q1 2020 Filed on Apr 29, 2020
450
$9.78 - $22.94 $4.4K - $10.3K
IYF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
2,102
$41.18 - $71.71 $86.6K - $151K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2020 Filed on Apr 29, 2020
734
$21.55 - $27.52 $15.8K - $20.2K
EWY
Ishares Inc Msci South Korea E

ETFs
Q1 2020 Filed on Apr 29, 2020
484
$38.97 - $64.09 $18.9K - $31K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
112
$10.01 - $15.25 $1.12K - $1.71K
IYY
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
784
$54.71 - $84.04 $42.9K - $65.9K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
34
$21.49 - $34.23 $731 - $1.16K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$20.75 - $31.83 $83 - $127
PAC
Pacific Airport Group

Industrials
Q1 2020 Filed on Apr 29, 2020
2,909
$44.41 - $133.15 $129K - $387K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2020 Filed on Apr 29, 2020
158
$20.13 - $30.3 $3.18K - $4.79K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on Apr 29, 2020
2,490
$33.22 - $89.84 $82.7K - $224K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
3,367
N/A
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2020 Filed on Apr 29, 2020
171
$139.82 - $212.0 $23.9K - $36.3K
Sl Green Rlty Corp
Q1 2020 Filed on Apr 29, 2020
2,789
N/A
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
38
$17.21 - $27.22 $654 - $1.03K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
285
$26.72 - $41.11 $7.62K - $11.7K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
40
$22.87 - $44.75 $915 - $1.79K
KSS
Kohls Corp

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
5,229
$13.09 - $50.17 $68.4K - $262K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
4,132
$28.19 - $51.45 $116K - $213K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
219
N/A
EWP
Ishares Inc Msci Spain ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$18.1 - $29.44 $5.43K - $8.83K
PIZ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
4,843
N/A
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
1,875
$32.0 - $59.44 $60K - $111K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
65
N/A
FTV
Fortive Corp

Technology
Q1 2020 Filed on Apr 29, 2020
2,810
$35.15 - $66.44 $98.8K - $187K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2020 Filed on Apr 29, 2020
37
$84.57 - $110.24 $3.13K - $4.08K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
245
$35.74 - $66.24 $8.76K - $16.2K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2020 Filed on Apr 29, 2020
185
$14.31 - $29.16 $2.65K - $5.39K
Spdr Series Trust
Q1 2020 Filed on Apr 29, 2020
901
N/A
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2020 Filed on Apr 29, 2020
741
$31.56 - $47.91 $23.4K - $35.5K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
370
$51.98 - $73.94 $19.2K - $27.4K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2020 Filed on Apr 29, 2020
2,085
$31.08 - $44.66 $64.8K - $93.1K
Ssga Active ETF Tr
Q1 2020 Filed on Apr 29, 2020
625
N/A
MLN
Vaneck Long Muni ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
23
$16.75 - $21.92 $385 - $504
IHY
Vaneck ETF Tr International Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
8
$19.08 - $25.27 $153 - $202
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q1 2020 Filed on Apr 29, 2020
245
$22.17 - $44.97 $5.43K - $11K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
Q1 2020 Filed on Apr 29, 2020
1,875
$47.54 - $67.62 $89.1K - $127K
Vaneck Vectors ETF Trust
Q1 2020 Filed on Apr 29, 2020
230
N/A
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2020 Filed on Apr 29, 2020
193
$91.55 - $114.49 $17.7K - $22.1K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,087
$29.7 - $55.41 $32.3K - $60.2K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on Apr 29, 2020
51
$35.95 - $59.38 $1.83K - $3.03K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
Q1 2020 Filed on Apr 29, 2020
591
$47.0 - $79.97 $27.8K - $47.3K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
246
$59.3 - $107.65 $14.6K - $26.5K
Spdr Series Trust
Q1 2020 Filed on Apr 29, 2020
59
N/A
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q1 2020 Filed on Apr 29, 2020
105
$84.08 - $126.89 $8.83K - $13.3K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
Q1 2020 Filed on Apr 29, 2020
110
$65.74 - $99.27 $7.23K - $10.9K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2020 Filed on Apr 29, 2020
50
$30.99 - $33.13 $1.55K - $1.66K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2020 Filed on Apr 29, 2020
3,885
$26.89 - $30.1 $104K - $117K
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