Institute For Wealth Management, Llc. Purchases in Q4 2024

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.21K
+ 75.87%
$567.81 - $607.81 $4.09M - $4.38M
16.7K $9.79M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
581K
New
$5.7 - $8.27 $3.31M - $4.8M
581K $3.93M
AVGO
Broadcom Inc.

Technology
4
+ 0.02%
$159.67 - $250.0 $639 - $1K
24.1K $5.58M
SHV
Ishares Tr

ETFs
11.2K
+ 42.69%
$109.92 - $110.57 $1.24M - $1.24M
37.6K $4.14M
VKTX
Viking Therapeutics, Inc.

Healthcare
44.4K
+ 122.43%
$38.28 - $78.03 $1.7M - $3.46M
80.6K $3.24M
BA
Boeing CO

Industrials
2.35K
+ 14.06%
$138.14 - $180.72 $325K - $425K
19.1K $3.38M
MRVL
Marvell Technology, Inc.

Technology
1.61K
+ 10.96%
$70.31 - $124.78 $113K - $201K
16.3K $1.8M
DIS
Walt Disney CO

Communication Services
3
+ 0.01%
$92.39 - $117.6 $277 - $353
47.2K $5.26M
V
Visa Inc.

Financial Services
116
+ 0.84%
$273.87 - $320.91 $31.8K - $37.2K
13.9K $4.38M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.3K
New
$53.94 - $58.15 $554K - $597K
10.3K $578K
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.53K
+ 9.07%
$46.94 - $51.62 $307K - $337K
78.5K $3.92M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
7.53K
+ 5.76%
$46.53 - $49.91 $350K - $376K
138K $6.65M
NOW
Service Now, Inc.

Technology
11
+ 0.42%
$867.18 - $1148.42 $9.54K - $12.6K
2.62K $2.78M
BXSL
Blackstone Secured Lending Fund

Financial Services
6.78K
+ 10.34%
$29.25 - $33.27 $198K - $226K
72.3K $2.34M
AFRM
Affirm Holdings, Inc.

Technology
6.75K
New
$38.48 - $72.86 $260K - $492K
6.75K $411K
ARES
Ares Management Corp

Financial Services
219
+ 1.41%
$153.38 - $183.7 $33.6K - $40.2K
15.8K $2.79M
MSTR
Microstrategy Inc

Technology
588
+ 44.24%
$162.69 - $473.83 $95.7K - $279K
1.92K $555K
SHOP
Shopify Inc.

Technology
624
+ 6.87%
$78.14 - $119.49 $48.8K - $74.6K
9.71K $1.03M
BHF
Brighthouse Financial, Inc.

Financial Services
5.98K
New
$43.95 - $52.91 $263K - $316K
5.98K $287K
EWBC
East West Bancorp Inc

Financial Services
2.9K
New
$80.04 - $111.23 $232K - $322K
2.9K $277K
TWLO
Twilio Inc

Communication Services
2.53K
New
$63.73 - $114.96 $161K - $291K
2.53K $273K
SCHG
Schwab Strategic Tr Us Large C

ETFs
181K
+ 288.91%
$25.93 - $105.3 $4.69M - $19.1M
244K $6.79M
MGK
Vanguard Mega Cap Growth ETF

ETFs
613
+ 25.82%
$316.94 - $357.88 $194K - $219K
2.99K $1.03M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.11K
New
$107.32 - $127.74 $226K - $270K
2.11K $259K
CIEN
Ciena Corp

Technology
2.9K
New
$61.45 - $91.14 $178K - $264K
2.9K $245K
MTN
Vail Resorts Inc

Consumer Cyclical
578
+ 5.6%
$165.69 - $195.44 $95.8K - $113K
10.9K $2.04M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.8K
+ 6.36%
$107.41 - $115.71 $193K - $208K
30K $3.31M
ICLR
Icon PLC

Healthcare
1.14K
New
$187.22 - $297.57 $214K - $340K
1.14K $239K
LPLA
Lpl Financial Holdings Inc.

Financial Services
714
New
$229.85 - $335.91 $164K - $240K
714 $233K
ASML
Asml Holding Nv

Technology
399
+ 105.84%
$658.43 - $872.27 $263K - $348K
776 $537K
NET
Cloudflare, Inc.

Technology
4
+ 0.05%
$78.11 - $117.56 $312 - $470
8.31K $894K
ALK
Alaska Air Group, Inc.

Industrials
145
+ 1.33%
$42.48 - $67.6 $6.16K - $9.8K
11K $713K
ITB
Ishares Tr

ETFs
2.15K
New
$103.31 - $129.34 $222K - $278K
2.15K $222K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.53K
+ 19.15%
$124.26 - $134.12 $190K - $205K
9.5K $1.22M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.13K
New
$180.39 - $205.43 $203K - $231K
1.13K $213K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.68K
New
$116.4 - $138.52 $195K - $233K
1.68K $212K
HUBS
Hubspot Inc

Technology
294
New
$514.07 - $757.4 $151K - $223K
294 $204K
QUAD
Quad/Graphics, Inc.

Industrials
23.6K
+ 187.64%
$4.67 - $8.79 $110K - $207K
36.2K $252K
IWM
Ishares Russell 2000 ETF

ETFs
864
+ 8.24%
$216.13 - $242.4 $187K - $209K
11.3K $2.51M
ORCL
Oracle Corp

Technology
1.56K
+ 8.41%
$165.41 - $192.43 $257K - $299K
20.1K $3.34M
XLK
Technology Sector Spdr

ETFs
159
+ 0.76%
$220.26 - $241.44 $35K - $38.4K
21K $4.89M
XLC
Select Sector Spdr Tr Communic

ETFs
1.2K
+ 21.28%
$89.66 - $102.16 $107K - $122K
6.83K $661K
CSCO
Cisco Systems, Inc.

Technology
416
+ 2.1%
$52.45 - $60.02 $21.8K - $25K
20.3K $1.2M
XLY
Select Sector Spdr Consumer Di

ETFs
75
+ 1.53%
$194.8 - $239.43 $14.6K - $18K
4.99K $1.12M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.19K
+ 14.58%
$81.6 - $90.89 $97K - $108K
9.34K $802K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 0.09%
$260.53 - $404.79 $261 - $405
1.16K $444K
PANW
Palo Alto Networks Inc

Technology
7.59K
+ 96.09%
$181.96 - $405.9 $1.38M - $3.08M
15.5K $2.82M
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.22%
$275.15 - $388.2 $1.1K - $1.55K
1.86K $635K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
257
+ 1.11%
$58.39 - $67.04 $15K - $17.2K
23.3K $1.48M
Activity Summary
Buys All Purchases 149 New Holdings 17 Increased Positions 132 Sells All Sells 247 Reductions 247 Sold out 0 Options Calls 1 Puts 1
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