Institute For Wealth Management, Llc. Proshares Tr Ultra Msci Emergi Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 02, 2023	SELL	$38.7 - $51.96 $8,668 - $11,639	-224 Reduced 2.49%	8,771 $426,000
Q2 2022 Jul 25, 2022	SELL	$53.9 - $76.26 $1,239 - $1,753	-23 Reduced 0.26%	8,995 $501,000
Q1 2022 Apr 29, 2022	SELL	$60.96 - $92.38 $4,572 - $6,928	-75 Reduced 0.82%	9,018 $645,000
Q4 2020 Feb 01, 2021	SELL	$68.71 - $96.13 $1,374 - $1,922	-20 Reduced 0.22%	9,093 $871,000
Q3 2020 Nov 03, 2020	SELL	$58.96 - $73.95 $2,358 - $2,958	-40 Reduced 0.44%	9,113 $629,000
Q2 2020 Jul 30, 2020	SELL	$38.72 - $60.73 $2,594 - $4,068	-67 Reduced 0.73%	9,153 $526,000
Q1 2020 Apr 29, 2020	SELL	$34.79 - $85.52 $16,629 - $40,878	-478 Reduced 4.93%	9,220 $390,000
Q4 2019 Feb 27, 2020	BUY	$62.82 - $81.06 $560,165 - $722,812	8,917 Added 1141.74%	9,698 $781,000
Q4 2019 Jan 27, 2020	SELL	$62.82 - $81.06 $560,165 - $722,812	-8,917 Reduced 91.95%	781 $781,000
Q3 2019 Oct 28, 2019	SELL	$64.04 - $69.82 $2,241 - $2,443	-35 Reduced 0.36%	9,698 $630,000
Q2 2019 Aug 02, 2019	SELL	N/A	-59 Reduced 0.6%	9,733 $710,000
Q1 2019 May 15, 2019	SELL	N/A	-94 Reduced 0.95%	9,792 $723,000
Q4 2018 Feb 08, 2019	SELL	N/A	-198 Reduced 1.96%	9,886 $614,000
Q2 2018 Aug 10, 2018	SELL	N/A	-11 Reduced 0.11%	10,084 $784,000
Q1 2018 May 15, 2018	SELL	N/A	-32 Reduced 0.32%	10,095 $920,000
Q4 2017 Feb 12, 2018	SELL	N/A	-60 Reduced 0.59%	10,127 $951,000
Q3 2017 Nov 14, 2017	SELL	N/A	-45 Reduced 0.44%	10,187 $837,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,232	10,232 $737,000

Others Institutions Holding EET

# of Institutions

17

Shares Held

214K

Call Options Held

0

Put Options Held

4K

Aveo Capital Partners, LLC

106K
Shares

$5.35 Million
0.71% of portfolio
Cassaday & CO Wealth Management LLC Mclean, VA

32.5K
Shares

$1.64 Million
0.06% of portfolio
Flow Traders U.S. LLC New York, NY

30.2K
Shares

$1.52 Million
0.09% of portfolio
Imc Chicago, LLC

18K
Shares

$909,801
0.04% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

10.5K
Shares

$532,210
0.0% of portfolio

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