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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2020 Filed on Apr 29, 2020
10,623
$47.21 - $54.5 $502K - $579K
PAC
Pacific Airport Group

Industrials
Q1 2020 Filed on Apr 29, 2020
2,909
$44.41 - $133.15 $129K - $387K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on Apr 29, 2020
14,979
$45.53 - $50.41 $682K - $755K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2020 Filed on Apr 29, 2020
664
$25.12 - $38.29 $16.7K - $25.4K
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$20.75 - $31.83 $83 - $127
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
2,462
$50.69 - $91.93 $125K - $226K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
Q4 2019 Filed on Jan 27, 2020
44,800
$6.15 - $6.71 $276K - $301K
Celgene Corp
Q4 2019 Filed on Jan 27, 2020
4,541
N/A
Cbs Corp New
Q4 2019 Filed on Jan 27, 2020
19,739
N/A
BGB
Blackstone Strategic Credit Fund

Financial Services
Q4 2019 Filed on Jan 27, 2020
10,319
$13.68 - $14.59 $141K - $151K
Altaba Inc
Q4 2019 Filed on Jan 27, 2020
41,560
N/A
BKT
Blackrock Income Trust, Inc.

Financial Services
Q4 2019 Filed on Jan 27, 2020
11,105
$6.0 - $6.15 $66.6K - $68.3K
Danaher Corporation
Q4 2019 Filed on Jan 27, 2020
100,000
N/A
Viacom Inc New
Q4 2019 Filed on Jan 27, 2020
27,436
N/A
Genesee & Wyo Inc
Q4 2019 Filed on Jan 27, 2020
11,807
N/A
Suntrust Bks Inc
Q4 2019 Filed on Jan 27, 2020
5,673
N/A
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
11,967
$10.13 - $10.61 $121K - $127K
JBLU
Jetblue Airways Corp

Industrials
Q3 2019 Filed on Oct 28, 2019
10,339
$16.39 - $19.69 $169K - $204K
Tableau Software Inc
Q3 2019 Filed on Oct 28, 2019
3,368
N/A
Tribune Media CO
Q3 2019 Filed on Oct 28, 2019
16,231
N/A
Bb&T Corp
Q3 2019 Filed on Oct 28, 2019
5,804
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2019 Filed on Oct 28, 2019
4,041
$64.05 - $67.36 $259K - $272K
AA
Alcoa Corp

Basic Materials
Q3 2019 Filed on Oct 28, 2019
9,088
$16.73 - $23.56 $152K - $214K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q3 2019 Filed on Oct 28, 2019
10,417
$15.48 - $16.67 $161K - $174K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
2,875
$128.78 - $142.74 $370K - $410K
Fs Kkr Capital Corp
Q3 2019 Filed on Oct 28, 2019
151,258
N/A
Southern Natl Bancorp Of Va
Q3 2019 Filed on Oct 28, 2019
51,368
N/A
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
15,200
$5.02 - $5.62 $76.3K - $85.4K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
1,211
$186.69 - $210.18 $226K - $255K
Red Hat Inc
Q3 2019 Filed on Oct 28, 2019
3,777
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
6,447
$68.8 - $75.57 $444K - $487K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
Q3 2019 Filed on Oct 28, 2019
10,364
$13.01 - $13.64 $135K - $141K
RL
Ralph Lauren Corp

Consumer Cyclical
Q3 2019 Filed on Oct 28, 2019
3,014
$83.63 - $115.2 $252K - $347K
CGC
Canopy Growth Corp

Healthcare
Q3 2019 Filed on Oct 28, 2019
5,614
$22.93 - $41.06 $129K - $231K
VFC
V F Corp

Consumer Cyclical
Q3 2019 Filed on Oct 28, 2019
2,746
$77.48 - $90.82 $213K - $249K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
6,083
$34.18 - $38.96 $208K - $237K
Aurora Cannabis Inc
Q3 2019 Filed on Oct 28, 2019
12,700
N/A
HPQ
Hp Inc

Technology
Q3 2019 Filed on Oct 28, 2019
14,611
$17.73 - $21.63 $259K - $316K
Prospect Capital Corporation
Q3 2019 Filed on Oct 28, 2019
20,000
N/A
Anadarko Pete Corp
Q3 2019 Filed on Oct 28, 2019
10,911
N/A
WPC
W. P. Carey Inc.

Real Estate
Q3 2019 Filed on Oct 28, 2019
3,306
$80.33 - $91.62 $266K - $303K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2019 Filed on Oct 28, 2019
12,444
$5.71 - $6.49 $71.1K - $80.8K
Oaktree Cap Group LLC
Q3 2019 Filed on Oct 28, 2019
4,984
N/A
PGR
Progressive Corp

Financial Services
Q3 2019 Filed on Oct 28, 2019
3,316
$72.68 - $84.39 $241K - $280K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q3 2019 Filed on Oct 28, 2019
7,241
$33.28 - $34.72 $241K - $251K
DUK
Duke Energy Corp

Utilities
Q3 2019 Filed on Oct 28, 2019
2,461
$86.49 - $96.28 $213K - $237K
AFL
Aflac Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
14,444
$48.36 - $56.89 $699K - $822K
Harris Corp Del
Q3 2019 Filed on Oct 28, 2019
1,093
N/A
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q3 2019 Filed on Oct 28, 2019
10,087
$8.98 - $10.37 $90.6K - $105K
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