Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $911 Million
  • Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,150 shares of ITB stock, worth $208,786. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,150
Previous 2,150 -0.0%
Holding current value
$208,786
Previous $230,000 9.57%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$103.31 - $129.34 $222,116 - $278,081
2,150 New
2,150 $222,000
Q1 2020

Apr 29, 2020
SELL
$24.14 - $50.4 $42,969 - $89,712
-1,780 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$42.57 - $45.89 $75,774 - $81,684
1,780 New
1,780 $79,000

Others Institutions Holding ITB

# of Institutions
440
Shares Held
23.5M
Call Options Held
3.08M
Put Options Held
3.84M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email