Institute For Wealth Management, Llc. Wisdomtree U.S. Ai Enhanced Va Transaction History

Institute For Wealth Management, Llc.

$911 Million
Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 6,936 shares of AIVL stock, worth $783,421. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,936

Previous 7,236 4.15%

Holding current value

$783,421

Previous $826,000 5.21%

% of portfolio

0.09%

Previous 0.09%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$111.49 - $115.34 $33,447 - $34,602	-300 Reduced 4.15%	6,936 $783,000
Q3 2025 Oct 17, 2025	SELL	$111.05 - $115.21 $70,294 - $72,927	-633 Reduced 8.04%	7,236 $826,000
Q2 2025 Jul 18, 2025	SELL	$97.18 - $113.06 $86,198 - $100,284	-887 Reduced 10.13%	7,869 $885,000
Q1 2025 Apr 21, 2025	BUY	$104.87 - $112.53 $1,887 - $2,025	18 Added 0.21%	8,756 $961,000
Q4 2024 Jan 23, 2025	BUY	$106.1 - $114.66 $2,440 - $2,637	23 Added 0.26%	8,738 $930,000

Q1 2024 Apr 30, 2024	SELL	$93.54 - $101.78 $12,721 - $13,842	-136 Reduced 1.54%	8,715 $887,000
Q4 2023 Jan 31, 2024	SELL	$83.54 - $96.2 $31,327 - $36,075	-375 Reduced 4.06%	8,851 $848,000
Q3 2023 Oct 13, 2023	SELL	$88.57 - $96.93 $3,542 - $3,877	-40 Reduced 0.43%	9,226 $820,000
Q2 2023 Jul 25, 2023	SELL	$87.78 - $93.54 $7,022 - $7,483	-80 Reduced 0.86%	9,266 $866,000
Q4 2022 Feb 02, 2023	SELL	$82.47 - $95.86 $5,690 - $6,614	-69 Reduced 0.73%	9,346 $857,000
Q2 2022 Jul 25, 2022	SELL	$86.18 - $100.86 $6,291 - $7,362	-73 Reduced 0.77%	9,415 $835,000
Q2 2020 Jul 30, 2020	SELL	$61.49 - $81.56 $7,071 - $9,379	-115 Reduced 1.2%	9,488 $700,000
Q1 2020 Apr 29, 2020	SELL	$55.12 - $93.97 $4,354 - $7,423	-79 Reduced 0.82%	9,603 $620,000
Q4 2019 Feb 27, 2020	BUY	$84.13 - $92.78 $739,166 - $815,165	8,786 Added 980.58%	9,682 $896,000
Q4 2019 Jan 27, 2020	SELL	$84.13 - $92.78 $739,166 - $815,165	-8,786 Reduced 90.75%	896 $896,000
Q2 2019 Aug 02, 2019	SELL	N/A	-90 Reduced 0.92%	9,682 $830,000
Q1 2019 May 15, 2019	SELL	N/A	-121 Reduced 1.22%	9,772 $835,000
Q4 2018 Feb 08, 2019	BUY	N/A	9,893 New	9,893 $762,000
Q1 2018 May 15, 2018	SELL	N/A	-10,078 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	10,078	10,078 $829,000

Others Institutions Holding AIVL

# of Institutions

130

Shares Held

983K

Call Options Held

Put Options Held

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Institute For Wealth Management, Llc. Wisdomtree U.S. Ai Enhanced Va Transaction History