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
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
SPYG
Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 29, 2020
1,601
$31.23 - $45.63 $50K - $73.1K
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
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q1 2020 Filed on Apr 29, 2020
1,697
$52.69 - $88.05 $89.4K - $149K
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
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
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2020 Filed on Apr 29, 2020
664
$25.12 - $38.29 $16.7K - $25.4K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
Q1 2020 Filed on Apr 29, 2020
400
$27.81 - $48.1 $11.1K - $19.2K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
194
$38.34 - $62.84 $7.44K - $12.2K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
807
$29.04 - $46.68 $23.4K - $37.7K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q1 2020 Filed on Apr 29, 2020
2,252
$33.65 - $49.64 $75.8K - $112K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2020 Filed on Apr 29, 2020
583
$84.67 - $86.69 $49.4K - $50.5K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2020 Filed on Apr 29, 2020
5,053
$15.92 - $28.87 $80.4K - $146K
Aqua America Inc
Q1 2020 Filed on Apr 29, 2020
12,140
N/A
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2020 Filed on Apr 29, 2020
205
$40.88 - $66.27 $8.38K - $13.6K
DWM
Wisdomtree Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
2,930
$34.55 - $53.86 $101K - $158K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2020 Filed on Apr 29, 2020
320
$14.28 - $25.67 $4.57K - $8.21K
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
CMBS
Ishares Cmbs ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
189
$50.36 - $55.89 $9.52K - $10.6K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
343
$35.16 - $65.92 $12.1K - $22.6K
NAVI
Navient Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
10,906
$5.0 - $15.45 $54.5K - $168K
Wisdomtree Tr
Q1 2020 Filed on Apr 29, 2020
3,657
N/A
WTRE
Watford Holdings Ltd.

Financial Services
Q1 2020 Filed on Apr 29, 2020
2,282
$19.25 - $31.9 $43.9K - $72.8K
DEW
Wisdomtree Tr Global High Divi

ETFs
Q1 2020 Filed on Apr 29, 2020
1,737
$29.95 - $48.91 $52K - $85K
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
American Intl Group Inc
Q1 2020 Filed on Apr 29, 2020
3,302
N/A
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q1 2020 Filed on Apr 29, 2020
7
$21.83 - $26.32 $153 - $184
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on Apr 29, 2020
632
$22.3 - $34.12 $14.1K - $21.6K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
370
$19.66 - $34.15 $7.27K - $12.6K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q1 2020 Filed on Apr 29, 2020
7
$37.19 - $58.89 $260 - $412
SOXX
Ishares Semiconductor ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
7
$176.66 - $268.7 $1.24K - $1.88K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
639
$122.99 - $188.06 $78.6K - $120K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
21
$54.38 - $96.81 $1.14K - $2.03K
OEF
Ishares S&P 100 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
62
$104.41 - $152.28 $6.47K - $9.44K
Mobile Mini Inc
Q1 2020 Filed on Apr 29, 2020
6,860
N/A
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$44.17 - $81.02 $4.42K - $8.1K
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