Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q1 2020 Filed on Apr 29, 2020
1,697
$52.69 - $88.05 $89.4K - $149K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
3,380
$22.11 - $35.37 $74.7K - $120K
SPYG
Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 29, 2020
1,601
$31.23 - $45.63 $50K - $73.1K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on Apr 29, 2020
159
$22.29 - $38.7 $3.54K - $6.15K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2020 Filed on Apr 29, 2020
37
$84.57 - $110.24 $3.13K - $4.08K
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
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2020 Filed on Apr 29, 2020
2,906
$23.43 - $32.52 $68.1K - $94.5K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on Apr 29, 2020
5,177
$18.96 - $33.37 $98.2K - $173K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2020 Filed on Apr 29, 2020
33
$27.12 - $41.81 $895 - $1.38K
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
DNL
Wiswisdomtree Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
190
$23.08 - $34.03 $4.39K - $6.47K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
Q1 2020 Filed on Apr 29, 2020
1,000
$17.2 - $23.39 $17.2K - $23.4K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2020 Filed on Apr 29, 2020
320
$14.28 - $25.67 $4.57K - $8.21K
DWM
Wisdomtree Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
2,930
$34.55 - $53.86 $101K - $158K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2020 Filed on Apr 29, 2020
205
$40.88 - $66.27 $8.38K - $13.6K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
Q1 2020 Filed on Apr 29, 2020
2,900
$22.0 - $24.12 $63.8K - $69.9K
IHDG
Wisdomtree Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
161
$26.65 - $37.66 $4.29K - $6.06K
DTH
Wisdomtree Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
1,480
$25.75 - $42.34 $38.1K - $62.7K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
Q1 2020 Filed on Apr 29, 2020
115
$49.2 - $74.45 $5.66K - $8.56K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
Q1 2020 Filed on Apr 29, 2020
400
$27.81 - $48.1 $11.1K - $19.2K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q1 2020 Filed on Apr 29, 2020
2,252
$33.65 - $49.64 $75.8K - $112K
DEW
Wisdomtree Tr Global High Divi

ETFs
Q1 2020 Filed on Apr 29, 2020
1,737
$29.95 - $48.91 $52K - $85K
WTRE
Watford Holdings Ltd.

Financial Services
Q1 2020 Filed on Apr 29, 2020
2,282
$19.25 - $31.9 $43.9K - $72.8K
Wisdomtree Tr
Q1 2020 Filed on Apr 29, 2020
3,657
N/A
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
VV
Vanguard Large Cap ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
248
$102.61 - $156.13 $25.4K - $38.7K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
122
$51.4 - $54.6 $6.27K - $6.66K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$50.97 - $74.07 $5.1K - $7.41K
Wisdomtree Tr
Q1 2020 Filed on Apr 29, 2020
846
N/A
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2020 Filed on Apr 29, 2020
1,667
$20.08 - $30.89 $33.5K - $51.5K
ELD
Wisdomtree Emerging Local Debt

ETFs
Q1 2020 Filed on Apr 29, 2020
231
$27.36 - $35.98 $6.32K - $8.31K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on Apr 29, 2020
38
$29.43 - $48.44 $1.12K - $1.84K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2020 Filed on Apr 29, 2020
1,650
$22.28 - $36.03 $36.8K - $59.4K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
343
$35.16 - $65.92 $12.1K - $22.6K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2020 Filed on Apr 29, 2020
5,053
$15.92 - $28.87 $80.4K - $146K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 29, 2020
1,452
$26.61 - $40.52 $38.6K - $58.8K
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
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