Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,769 shares of SPGP stock, worth $527,642. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,769
Previous 4,767 0.04%
Holding current value
$527,642
Previous $513,000 5.46%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$107.27 - $113.94 $214 - $227
2 Added 0.04%
4,769 $541,000
Q2 2025

Jul 18, 2025
SELL
$86.05 - $107.7 $80,628 - $100,914
-937 Reduced 16.43%
4,767 $513,000
Q1 2025

Apr 21, 2025
SELL
$96.88 - $111.25 $27,901 - $32,040
-288 Reduced 4.81%
5,704 $569,000
Q4 2024

Jan 23, 2025
SELL
$103.6 - $112.52 $104,428 - $113,420
-1,008 Reduced 14.4%
5,992 $628,000
Q3 2024

Nov 12, 2024
BUY
$96.3 - $106.49 $196,355 - $217,133
2,039 Added 41.1%
7,000 $732,000
Q2 2024

Jul 25, 2024
SELL
$99.32 - $106.72 $113,622 - $122,087
-1,144 Reduced 18.74%
4,961 $509,000
Q1 2024

Apr 30, 2024
BUY
$94.23 - $106.49 $19,317 - $21,830
205 Added 3.47%
6,105 $650,000
Q4 2023

Jan 31, 2024
SELL
$86.55 - $99.14 $10,645 - $12,194
-123 Reduced 2.04%
5,900 $578,000
Q3 2023

Oct 13, 2023
BUY
$89.0 - $96.18 $536,047 - $579,292
6,023 New
6,023 $549,000

Others Institutions Holding SPGP

# of Institutions
343
Shares Held
16.8M
Call Options Held
2.2K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPGP Quotes by TradingView
  • Ticker SPGP
  • Sector ETFs
  • Industry ETFs
More about SPGP
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