Institute For Wealth Management, Llc. Global X Fds Russell 2000 Cove Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Global X Fds Russell 2000 Cove stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 157,128 shares of RYLD stock, worth $2.57 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

157,128

Previous 157,889 0.48%

Holding current value

$2.57 Million

Previous $2.55 Million 0.63%

% of portfolio

0.33%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$15.97 - $16.79 $12,153 - $12,777	-761 Reduced 0.48%	157,128 $2.57 Million
Q3 2024 Nov 12, 2024	BUY	$15.22 - $16.33 $61,001 - $65,450	4,008 Added 2.6%	157,889 $2.55 Million
Q2 2024 Jul 25, 2024	BUY	$15.91 - $16.89 $35,495 - $37,681	2,231 Added 1.47%	153,881 $2.47 Million
Q1 2024 Apr 30, 2024	BUY	$16.17 - $16.91 $311,854 - $326,126	19,286 Added 14.57%	151,650 $2.56 Million
Q4 2023 Jan 31, 2024	SELL	$15.87 - $17.05 $245,746 - $264,019	-15,485 Reduced 10.47%	132,364 $2.22 Million
Q3 2023 Oct 13, 2023	SELL	$16.85 - $18.35 $84 - $91	-5 Reduced -0.0%	147,849 $2.52 Million
Q2 2023 Jul 25, 2023	BUY	$17.62 - $18.42 $343,748 - $359,355	19,509 Added 15.2%	147,854 $2.67 Million
Q1 2023 Apr 20, 2023	BUY	$17.52 - $19.53 $2.25 Million - $2.51 Million	128,345 New	128,345 $2.31 Million

Others Institutions Holding RYLD

# of Institutions

154

Shares Held

22.5M

Call Options Held

778K

Put Options Held

14.4K

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About GLOBAL X FDS RUSSELL 2000 COVE

Ticker RYLD
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Institute For Wealth Management, Llc. Global X Fds Russell 2000 Cove Transaction History