Institute For Wealth Management, Llc. Vanguard Russell 2000 Value Et Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,340 shares of VTWV stock, worth $3.16 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

21,340

Previous 21,577 1.1%

Holding current value

$3.16 Million

Previous $3.18 Million 2.83%

% of portfolio

0.39%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$143.69 - $159.92 $34,054 - $37,901	-237 Reduced 1.1%	21,340 $3.09 Million
Q3 2024 Nov 12, 2024	BUY	$132.06 - $150.96 $10,036 - $11,472	76 Added 0.35%	21,577 $3.18 Million
Q2 2024 Jul 25, 2024	BUY	$128.57 - $139.92 $1.36 Million - $1.48 Million	10,545 Added 96.25%	21,501 $2.88 Million
Q1 2024 Apr 30, 2024	SELL	$128.13 - $139.82 $640 - $699	-5 Reduced 0.05%	10,956 $1.53 Million
Q4 2023 Jan 31, 2024	BUY	$110.31 - $139.18 $362,919 - $457,902	3,290 Added 42.89%	10,961 $1.5 Million
Q3 2023 Oct 13, 2023	BUY	$117.59 - $133.24 $89,603 - $101,528	762 Added 11.03%	7,671 $915,000
Q2 2023 Jul 25, 2023	BUY	$113.2 - $125.57 $782,098 - $867,563	6,909 New	6,909 $854,000

Others Institutions Holding VTWV

# of Institutions

156

Shares Held

2.37M

Call Options Held

1.3K

Put Options Held

500

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Institute For Wealth Management, Llc. Vanguard Russell 2000 Value Et Transaction History