Institute For Wealth Management, Llc. Ishares Tr Europe ETF Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr Europe ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 44,379 shares of IEV stock, worth $2.56 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

44,379

Previous 44,982 1.34%

Holding current value

$2.56 Million

Previous $2.34 Million 10.29%

% of portfolio

0.34%

Previous 0.3%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$51.89 - $60.68 $31,289 - $36,590	-603 Reduced 1.34%	44,379 $2.58 Million
Q4 2024 Jan 23, 2025	SELL	$52.03 - $57.63 $18,158 - $20,112	-349 Reduced 0.77%	44,982 $2.34 Million
Q3 2024 Nov 12, 2024	SELL	$53.25 - $58.78 $29,021 - $32,035	-545 Reduced 1.19%	45,331 $2.64 Million
Q2 2024 Jul 25, 2024	SELL	$53.34 - $58.37 $3,253 - $3,560	-61 Reduced 0.13%	45,876 $2.51 Million
Q1 2024 Apr 30, 2024	SELL	$50.86 - $55.8 $9,256 - $10,155	-182 Reduced 0.39%	45,937 $2.56 Million
Q4 2023 Jan 31, 2024	SELL	$45.53 - $53.1 $54,362 - $63,401	-1,194 Reduced 2.52%	46,119 $2.44 Million
Q3 2023 Oct 13, 2023	SELL	$47.24 - $51.88 $1,133 - $1,245	-24 Reduced 0.05%	47,313 $2.26 Million
Q2 2023 Jul 25, 2023	SELL	$49.11 - $52.32 $2,455 - $2,616	-50 Reduced 0.11%	47,337 $2.39 Million
Q1 2023 Apr 20, 2023	BUY	$45.96 - $50.21 $194,916 - $212,940	4,241 Added 9.83%	47,387 $2.37 Million
Q4 2022 Feb 02, 2023	BUY	$37.54 - $46.9 $39,041 - $48,776	1,040 Added 2.47%	43,146 $1.95 Million
Q3 2022 Oct 18, 2022	BUY	$37.28 - $45.44 $6,859 - $8,360	184 Added 0.44%	42,106 $1.59 Million
Q2 2022 Jul 25, 2022	BUY	$42.03 - $50.81 $64,516 - $77,993	1,535 Added 3.8%	41,922 $1.79 Million
Q1 2022 Apr 29, 2022	BUY	$44.65 - $55.03 $33,532 - $41,327	751 Added 1.89%	40,387 $2.03 Million
Q4 2021 Jan 21, 2022	BUY	$51.95 - $55.76 $92,419 - $99,197	1,779 Added 4.7%	39,636 $2.16 Million
Q3 2021 Nov 15, 2021	BUY	$51.85 - $55.61 $187,541 - $201,141	3,617 Added 10.56%	37,857 $1.97 Million
Q2 2021 Jul 21, 2021	BUY	$50.99 - $55.64 $53,029 - $57,865	1,040 Added 3.13%	34,240 $1.83 Million
Q1 2021 May 04, 2021	BUY	$47.23 - $50.75 $134,038 - $144,028	2,838 Added 9.35%	33,200 $1.67 Million
Q4 2020 Feb 01, 2021	BUY	$39.61 - $48.43 $65,831 - $80,490	1,662 Added 5.79%	30,362 $1.46 Million
Q3 2020 Nov 03, 2020	SELL	$40.73 - $44.0 $5,987 - $6,468	-147 Reduced 0.51%	28,700 $1.2 Million
Q2 2020 Jul 30, 2020	SELL	$33.62 - $42.98 $13,582 - $17,363	-404 Reduced 1.38%	28,847 $1.17 Million
Q1 2020 Apr 29, 2020	SELL	$30.18 - $47.42 $2,022 - $3,177	-67 Reduced 0.23%	29,251 $1.03 Million
Q4 2019 Feb 27, 2020	BUY	$41.68 - $47.0 $1.16 Million - $1.31 Million	27,941 Added 2029.12%	29,318 $1.38 Million
Q4 2019 Jan 27, 2020	SELL	$41.68 - $47.0 $1.16 Million - $1.31 Million	-27,922 Reduced 95.3%	1,377 $1.38 Million
Q3 2019 Oct 28, 2019	BUY	$40.88 - $44.66 $6,336 - $6,922	155 Added 0.53%	29,299 $1.27 Million
Q2 2019 Aug 02, 2019	BUY	$42.53 - $45.0 $67,877 - $71,820	1,596 Added 5.79%	29,144 $1.28 Million
Q1 2019 May 15, 2019	BUY	$38.63 - $44.26 $1.06 Million - $1.22 Million	27,548 New	27,548 $1.2 Million
Q4 2018 Feb 08, 2019	SELL	$37.89 - $45.05 $920,082 - $1.09 Million	-24,283 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	$43.6 - $46.35 $43,382 - $46,118	995 Added 4.27%	24,283 $1.12 Million
Q2 2018 Aug 10, 2018	BUY	$44.12 - $48.3 $108,226 - $118,479	2,453 Added 11.77%	23,288 $1.04 Million
Q1 2018 May 15, 2018	BUY	$45.53 - $50.71 $100,393 - $111,815	2,205 Added 11.84%	20,835 $996,000
Q4 2017 Feb 12, 2018	BUY	$46.09 - $47.41 $281,609 - $289,675	6,110 Added 48.8%	18,630 $880,000
Q3 2017 Nov 14, 2017	BUY	$46.28 - $46.87 $12,958 - $13,123	280 Added 2.29%	12,520 $588,000
Q2 2017 Aug 14, 2017	BUY	N/A	12,240	12,240 $542,000

Others Institutions Holding IEV

# of Institutions

257

Shares Held

20.4M

Call Options Held

2.8K

Put Options Held

2.2K

View Full List

About ISHARES TR EUROPE ETF

Ticker IEV
Sector ETFs
Industry ETFs

More about IEV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Ishares Tr Europe ETF Transaction History