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
FDX
Fedex Corp

Industrials
96
+ 0.87%
$260.5 - $305.15 $25K - $29.3K
11.1K $3.11M
FATE
Fate Therapeutics Inc

Healthcare
66.9K
New
$1.61 - $3.35 $108K - $224K
66.9K $110K
CEIX
Consol Energy Inc.

Energy
952
+ 44.24%
$101.36 - $133.33 $96.5K - $127K
3.1K $331K
INTU
Intuit Inc

Technology
138
+ 10.19%
$602.01 - $706.25 $83.1K - $97.5K
1.49K $937K
ISRG
Intuitive Surgical Inc

Healthcare
29
+ 1.16%
$471.27 - $550.62 $13.7K - $16K
2.53K $1.32M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
12.7K
+ 101.98%
$7.63 - $8.39 $97.2K - $107K
25.2K $196K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
5.98K
+ 12.9%
$11.34 - $12.27 $67.8K - $73.3K
52.3K $624K
ADP
Automatic Data Processing Inc

Industrials
146
+ 6.24%
$280.08 - $307.97 $40.9K - $45K
2.49K $728K
KRE
Spdr S&P Regional Banking ETF

ETFs
450
+ 3.14%
$54.6 - $68.9 $24.6K - $31K
14.8K $891K
RSP
Invesco S&P 500 Equal Weight E

ETFs
525
+ 17.07%
$174.22 - $187.62 $91.5K - $98.5K
3.6K $631K
IGV
Ishares Expanded Tech Software

ETFs
255
+ 5.21%
$87.5 - $110.17 $22.3K - $28.1K
5.15K $515K
HPE
Hewlett Packard Enterprise CO

Technology
2.43K
+ 19.44%
$19.31 - $23.95 $47K - $58.3K
15K $319K
MSI
Motorola Solutions, Inc.

Technology
114
+ 17.67%
$449.08 - $504.6 $51.2K - $57.5K
759 $350K
IWC
Russell Micro Cap ETF

ETFs
18
+ 0.22%
$120.3 - $138.84 $2.17K - $2.5K
8.1K $1.06M
WMB
Williams Companies, Inc.

Energy
50
+ 0.82%
$46.37 - $59.74 $2.32K - $2.99K
6.15K $332K
DE
Deere & CO

Industrials
53
+ 1.11%
$389.45 - $466.0 $20.6K - $24.7K
4.81K $2.04M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6
+ 0.56%
$338.38 - $446.21 $2.03K - $2.68K
1.07K $465K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.17K
+ 25.06%
$24.61 - $25.12 $53.5K - $54.6K
10.8K $267K
BMI
Badger Meter Inc

Technology
253
+ 17.16%
$199.06 - $237.67 $50.4K - $60.1K
1.73K $366K
LUV
Southwest Airlines CO

Industrials
19
+ 0.17%
$28.99 - $34.84 $551 - $662
11.1K $371K
ANSS
Ansys Inc

Technology
72
+ 6.69%
$313.05 - $361.45 $22.5K - $26K
1.15K $387K
WDAY
Workday, Inc.

Technology
98
+ 7.28%
$233.85 - $279.91 $22.9K - $27.4K
1.44K $372K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
27
+ 0.05%
$8.96 - $9.99 $242 - $270
59.1K $572K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.43K
+ 12.29%
$42.79 - $44.9 $61K - $64K
13K $559K
GPN
Global Payments Inc

Industrials
48
+ 1.41%
$97.57 - $119.38 $4.68K - $5.73K
3.46K $387K
USA
Liberty All Star Equity Fund

Financial Services
7.5K
+ 10.51%
$6.82 - $7.46 $51.2K - $56K
78.8K $547K
POOL
Pool Corp

Industrials
184
+ 22.6%
$339.32 - $390.03 $62.4K - $71.8K
998 $340K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.2K
+ 219.06%
$26.93 - $84.95 $597K - $1.88M
32.3K $882K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
5.66K
+ 11.09%
$39.65 - $43.4 $224K - $246K
56.7K $2.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 0.49%
$521.84 - $558.82 $4.7K - $5.03K
1.83K $985K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.8K
+ 16.21%
$14.28 - $14.81 $25.6K - $26.6K
12.9K $184K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.24K
+ 5.33%
$57.53 - $60.83 $71.5K - $75.6K
24.6K $1.41M
XLP
Consumer Staples Sector Spdr

ETFs
299
+ 9.25%
N/A
3.53K $268K
KBE
Spdr S&P Bank ETF

ETFs
189
+ 4.28%
$51.33 - $62.76 $9.7K - $11.9K
4.61K $255K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
12
+ 0.33%
$201.32 - $217.44 $2.42K - $2.61K
3.64K $754K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
3.5K
+ 14.59%
$8.61 - $9.3 $30.1K - $32.6K
27.5K $238K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.06%
$241.48 - $274.89 $241 - $275
1.68K $426K
MGC
Vanguard Mega Cap ETF

ETFs
42
+ 3.64%
$204.21 - $220.18 $8.58K - $9.25K
1.2K $254K
IVE
Ishares S&P 500 Value ETF

ETFs
120
+ 7.61%
$189.5 - $206.17 $22.7K - $24.7K
1.7K $323K
GLD
Spdr Gold Trust

ETFs
56
+ 3.02%
$236.59 - $257.5 $13.2K - $14.4K
1.91K $462K
NRZ
New Residential Investment Corp.

Real Estate
1.65K
+ 2.46%
N/A
68.5K $496K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.2K
+ 10.09%
$33.39 - $37.66 $107K - $121K
34.9K $1.17M
ETN
Eaton Corp PLC

Industrials
18
+ 0.26%
$326.96 - $377.52 $5.89K - $6.8K
7.05K $2.34M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16
+ 0.06%
$33.92 - $36.6 $543 - $586
26.8K $926K
WM
Waste Management Inc

Industrials
295
+ 3.38%
$201.79 - $228.46 $59.5K - $67.4K
9.02K $1.82M
JHML
John Hancock Multifactor Large

ETFs
49
+ 0.33%
$68.78 - $73.44 $3.37K - $3.6K
14.7K $1.03M
MO
Altria Group, Inc.

Consumer Defensive
7
+ 0.14%
$49.06 - $57.74 $343 - $404
4.97K $259K
IEMG
Ishares Inc

ETFs
101
+ 1.74%
N/A
5.91K $316K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1
+ 0.02%
$46.48 - $51.32 $46.5 - $51.3
4.46K $214K
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
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