Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPMD
Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 29, 2020
2,112
$21.39 - $37.02 $45.2K - $78.2K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2020 Filed on Apr 29, 2020
133
$18.64 - $30.37 $2.48K - $4.04K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on Apr 29, 2020
2,500
$18.2 - $29.21 $45.5K - $73K
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
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
194
$38.34 - $62.84 $7.44K - $12.2K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
63
$35.83 - $62.24 $2.26K - $3.92K
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
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
IHY
Vaneck ETF Tr International Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
8
$19.08 - $25.27 $153 - $202
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
CMBS
Ishares Cmbs ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
189
$50.36 - $55.89 $9.52K - $10.6K
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
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
807
$29.04 - $46.68 $23.4K - $37.7K
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
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2020 Filed on Apr 29, 2020
664
$25.12 - $38.29 $16.7K - $25.4K
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
NAVI
Navient Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
10,906
$5.0 - $15.45 $54.5K - $168K
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2020 Filed on Apr 29, 2020
583
$84.67 - $86.69 $49.4K - $50.5K
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
Wisdomtree Tr
Q1 2020 Filed on Apr 29, 2020
3,657
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2020 Filed on Apr 29, 2020
5,053
$15.92 - $28.87 $80.4K - $146K
HYG
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
1,526
$68.63 - $88.43 $105K - $135K
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