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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 29, 2020
1,235
$18.68 - $28.22 $23.1K - $34.9K
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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
129
$50.33 - $56.09 $6.49K - $7.24K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on Apr 29, 2020
796
$26.18 - $40.44 $20.8K - $32.2K
EPOL
Ishares Tr Msci Poland ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$12.43 - $21.83 $137 - $240
IDV
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
745
$19.58 - $34.05 $14.6K - $25.4K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2020 Filed on Apr 29, 2020
25
$50.43 - $60.2 $1.26K - $1.51K
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
Vaneck Vectors ETF Trust
Q1 2020 Filed on Apr 29, 2020
6,741
N/A
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
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
IAK
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$41.64 - $75.64 $167 - $303
Arconic Inc
Q1 2020 Filed on Apr 29, 2020
10,735
N/A
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
630
$56.5 - $88.53 $35.6K - $55.8K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 29, 2020
100
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on Apr 29, 2020
1,184
$78.83 - $94.82 $93.3K - $112K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on Apr 29, 2020
1,213
$35.86 - $54.78 $43.5K - $66.4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on Apr 29, 2020
870
$78.67 - $82.51 $68.4K - $71.8K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
330
$19.0 - $31.05 $6.27K - $10.2K
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
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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
261
$39.55 - $64.7 $10.3K - $16.9K
HDG
Proshares Trust Proshares He

ETFs
Q1 2020 Filed on Apr 29, 2020
29
$40.68 - $47.17 $1.18K - $1.37K
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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2020 Filed on Apr 29, 2020
118
$49.31 - $60.79 $5.82K - $7.17K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2020 Filed on Apr 29, 2020
3,412
N/A
AIVI
Kemiao Garment Holding Group

ETFs
Q1 2020 Filed on Apr 29, 2020
4,723
$27.81 - $43.06 $131K - $203K
LENB
Lennar Corporation Cl B
Q1 2020 Filed on Apr 29, 2020
144
N/A
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
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