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
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
JNK
Spdr Bloomberg High Yield Bond

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

ETFs
Q1 2020 Filed on Apr 29, 2020
2,906
$23.43 - $32.52 $68.1K - $94.5K
SPMD
Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 29, 2020
2,112
$21.39 - $37.02 $45.2K - $78.2K
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
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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
807
$29.04 - $46.68 $23.4K - $37.7K
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
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2020 Filed on Apr 29, 2020
13
$42.55 - $59.41 $553 - $772
EMB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
714
$85.8 - $117.01 $61.3K - $83.5K
MBB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
87
$105.3 - $110.44 $9.16K - $9.61K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q1 2020 Filed on Apr 29, 2020
71
$32.1 - $54.4 $2.28K - $3.86K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q1 2020 Filed on Apr 29, 2020
86
$18.15 - $26.07 $1.56K - $2.24K
ILCV
Ishares Morningstar Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
102
$37.99 - $58.92 $3.87K - $6.01K
ISCV
Ishares Morningstar Small Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
64
$24.73 - $48.34 $1.58K - $3.09K
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email