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
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2020 Filed on Apr 29, 2020
2,833
$10.88 - $19.8 $30.8K - $56.1K
INDA
Ishares Msci India Index Fund

ETFs
Q1 2020 Filed on Apr 29, 2020
71
$20.5 - $36.18 $1.46K - $2.57K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$89.44 - $133.75 $984 - $1.47K
EPOL
Ishares Tr Msci Poland ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$12.43 - $21.83 $137 - $240
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q1 2020 Filed on Apr 29, 2020
7
$37.19 - $58.89 $260 - $412
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2020 Filed on Apr 29, 2020
25
$50.43 - $60.2 $1.26K - $1.51K
IDV
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
745
$19.58 - $34.05 $14.6K - $25.4K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q1 2020 Filed on Apr 29, 2020
7
$21.83 - $26.32 $153 - $184
ICF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
225
$37.65 - $62.99 $8.47K - $14.2K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$46.56 - $68.74 $4.66K - $6.87K
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
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q1 2020 Filed on Apr 29, 2020
200
$31.74 - $50.24 $6.35K - $10K
IXUS
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$40.8 - $63.03 $12.2K - $18.9K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2020 Filed on Apr 29, 2020
120
$49.63 - $73.36 $5.96K - $8.8K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2020 Filed on Apr 29, 2020
375
$39.87 - $63.83 $15K - $23.9K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q1 2020 Filed on Apr 29, 2020
845
$46.16 - $69.62 $39K - $58.8K
IOO
Ishares Tr Global 100 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
79
$38.84 - $56.64 $3.07K - $4.47K
IXN
Ishares Global Information Tec

ETFs
Q1 2020 Filed on Apr 29, 2020
181
$26.71 - $38.65 $4.83K - $7K
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
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2020 Filed on Apr 29, 2020
3
$78.75 - $100.3 $236 - $301
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2020 Filed on Apr 29, 2020
366
$100.87 - $113.18 $36.9K - $41.4K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q1 2020 Filed on Apr 29, 2020
3,100
$50.41 - $56.52 $156K - $175K
HDG
Proshares Trust Proshares He

ETFs
Q1 2020 Filed on Apr 29, 2020
29
$40.68 - $47.17 $1.18K - $1.37K
DDM
Proshares Ultra Dow30

ETFs
Q1 2020 Filed on Apr 29, 2020
91
$21.95 - $59.54 $2K - $5.42K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2020 Filed on Apr 29, 2020
9
$15.19 - $19.43 $137 - $175
FNDB
Schwab Fundamental U S Broad M

ETFs
Q1 2020 Filed on Apr 29, 2020
180
$26.6 - $43.02 $4.79K - $7.74K
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2020 Filed on Apr 29, 2020
12
$27.15 - $43.59 $326 - $523
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
LENB
Lennar Corporation Cl B
Q1 2020 Filed on Apr 29, 2020
144
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2020 Filed on Apr 29, 2020
3,412
N/A
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2020 Filed on Apr 29, 2020
118
$49.31 - $60.79 $5.82K - $7.17K
IJS
Ishares S&P Smallcap 600 Value

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

ETFs
Q1 2020 Filed on Apr 29, 2020
50
$59.63 - $96.97 $2.98K - $4.85K
IYE
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
200
$12.58 - $32.54 $2.52K - $6.51K
IYG
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
738
$28.97 - $52.03 $21.4K - $38.4K
IAK
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$41.64 - $75.64 $167 - $303
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
630
$56.5 - $88.53 $35.6K - $55.8K
IYH
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
120
$158.63 - $221.56 $19K - $26.6K
IHF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
370
$137.01 - $211.53 $50.7K - $78.3K
IYJ
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
20
$52.08 - $87.1 $1.04K - $1.74K
IEO
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
67
$19.12 - $56.83 $1.28K - $3.81K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
133
$25.99 - $28.27 $3.46K - $3.76K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
63
$35.83 - $62.24 $2.26K - $3.92K
Aqua America Inc
Q1 2020 Filed on Apr 29, 2020
12,140
N/A
Vaneck Vectors ETF Trust
Q1 2020 Filed on Apr 29, 2020
6,741
N/A
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