Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on Apr 29, 2020
2,500
$18.2 - $29.21 $45.5K - $73K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2020 Filed on Apr 29, 2020
14
$24.01 - $26.56 $336 - $372
Arconic Inc
Q1 2020 Filed on Apr 29, 2020
10,735
N/A
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
FTV
Fortive Corp

Technology
Q1 2020 Filed on Apr 29, 2020
2,810
$35.15 - $66.44 $98.8K - $187K
Invesco Exchange Traded Fd T
Q1 2020 Filed on Apr 29, 2020
22,521
N/A
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2020 Filed on Apr 29, 2020
2,018
$63.48 - $119.15 $128K - $240K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2020 Filed on Apr 29, 2020
583
$84.67 - $86.69 $49.4K - $50.5K
CMBS
Ishares Cmbs ETF

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

ETFs
Q1 2020 Filed on Apr 29, 2020
807
$29.04 - $46.68 $23.4K - $37.7K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
194
$38.34 - $62.84 $7.44K - $12.2K
Gci Liberty Inc
Q1 2020 Filed on Apr 29, 2020
3,784
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on Apr 29, 2020
1,184
$78.83 - $94.82 $93.3K - $112K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 29, 2020
100
N/A
Aqua America Inc
Q1 2020 Filed on Apr 29, 2020
12,140
N/A
American Intl Group Inc
Q1 2020 Filed on Apr 29, 2020
3,302
N/A
Mobile Mini Inc
Q1 2020 Filed on Apr 29, 2020
6,860
N/A
AIVI
Kemiao Garment Holding Group

ETFs
Q1 2020 Filed on Apr 29, 2020
4,723
$27.81 - $43.06 $131K - $203K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 29, 2020
1,235
$18.68 - $28.22 $23.1K - $34.9K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on Apr 29, 2020
632
$22.3 - $34.12 $14.1K - $21.6K
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
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2020 Filed on Apr 29, 2020
158
$20.13 - $30.3 $3.18K - $4.79K
DHS
Wisdomtree Tr U.S

ETFs
Q1 2020 Filed on Apr 29, 2020
3,073
$48.28 - $77.44 $148K - $238K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
261
$39.55 - $64.7 $10.3K - $16.9K
Vaneck Vectors ETF Trust
Q1 2020 Filed on Apr 29, 2020
6,741
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2020 Filed on Apr 29, 2020
173
$70.74 - $99.38 $12.2K - $17.2K
HYLS
First Tr Tactical High Yield L

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$37.51 - $49.05 $150 - $196
NAVI
Navient Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
10,906
$5.0 - $15.45 $54.5K - $168K
IYF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
2,102
$41.18 - $71.71 $86.6K - $151K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on Apr 29, 2020
2,490
$33.22 - $89.84 $82.7K - $224K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
4,132
$28.19 - $51.45 $116K - $213K
Sl Green Rlty Corp
Q1 2020 Filed on Apr 29, 2020
2,789
N/A
KSS
Kohls Corp

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
5,229
$13.09 - $50.17 $68.4K - $262K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
5,245
$7.77 - $59.65 $40.8K - $313K
EDOG
Alps ETF Emerging Sector Divi

ETFs
Q1 2020 Filed on Apr 29, 2020
200
$13.63 - $22.46 $2.73K - $4.49K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,250
$26.39 - $47.49 $33K - $59.4K
Bank Amer Corp
Q1 2020 Filed on Apr 29, 2020
7
N/A
Danaher Corporation
Q1 2020 Filed on Apr 29, 2020
1,000
N/A
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2020 Filed on Apr 29, 2020
50
$46.0 - $68.66 $2.3K - $3.43K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q1 2020 Filed on Apr 29, 2020
460
$13.9 - $25.2 $6.39K - $11.6K
FTDS
First Trust Dividend Strength

ETFs
Q1 2020 Filed on Apr 29, 2020
400
$21.23 - $36.9 $8.49K - $14.8K
IYY
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
784
$54.71 - $84.04 $42.9K - $65.9K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2020 Filed on Apr 29, 2020
1,713
$83.77 - $92.22 $143K - $158K
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