Institute For Wealth Management, Llc. Sells in Q4 2024

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-42.1K
- 81.99%
$88.59 - $94.57 $3.73M - $3.98M
9.24K $820K
ADBE
Adobe Inc.

Technology
-901
- 4.79%
$437.39 - $552.96 $394K - $498K
17.9K $7.96M
AMD
Advanced Micro Devices Inc

Technology
-1.4K
- 4.3%
$118.88 - $172.8 $166K - $242K
31.1K $3.76M
VHT
Vanguard Health Care ETF

ETFs
-3.41K
- 54.03%
$250.81 - $283.3 $856K - $967K
2.9K $736K
LLY
Eli Lilly & CO

Healthcare
-318
- 4.75%
$727.2 - $932.06 $231K - $296K
6.38K $4.93M
URI
United Rentals, Inc.

Industrials
-220
- 2.78%
$704.44 - $880.32 $155K - $194K
7.69K $5.42M
AMAT
Applied Materials Inc

Technology
-54
- 0.27%
$161.44 - $213.89 $8.72K - $11.6K
19.9K $3.23M
AMGN
Amgen Inc

Healthcare
-94
- 0.76%
$258.78 - $328.31 $24.3K - $30.9K
12.3K $3.21M
ABSI
Absci Corp

Healthcare
-26K
- 5.29%
$2.55 - $4.38 $66.3K - $114K
465K $1.22M
MSFT
Microsoft Corp

Technology
-227
- 0.45%
$406.35 - $454.46 $92.2K - $103K
50.4K $21.2M
ELV
Elevance Health, Inc.

Healthcare
-130
- 4.34%
$365.96 - $514.62 $47.6K - $66.9K
2.87K $1.06M
NKE
Nike, Inc.

Consumer Cyclical
-2.39K
- 9.94%
$73.36 - $89.13 $175K - $213K
21.6K $1.64M
UPS
United Parcel Service Inc

Industrials
-2.76K
- 21.26%
$122.65 - $138.35 $339K - $382K
10.2K $1.29M
CSGP
Costar Group, Inc.

Real Estate
-5.11K
- 22.54%
$69.7 - $81.97 $356K - $419K
17.5K $1.26M
LEN
Lennar Corp

Consumer Cyclical
-25
- 0.29%
$136.2 - $188.96 $3.4K - $4.72K
8.66K $1.18M
ZTS
Zoetis Inc.

Healthcare
-1.95K
- 49.07%
$162.24 - $194.42 $316K - $379K
2.02K $329K
JOE
St Joe CO

Real Estate
-1.15K
- 4.05%
$43.8 - $59.68 $50.3K - $68.6K
27.2K $1.22M
ABBV
Abb Vie Inc.

Healthcare
-59
- 0.3%
$164.99 - $203.87 $9.73K - $12K
19.5K $3.47M
PHM
Pultegroup Inc

Consumer Cyclical
-102
- 0.98%
$108.86 - $149.04 $11.1K - $15.2K
10.3K $1.12M
MPC
Marathon Petroleum Corp

Energy
-265
- 2.13%
$131.65 - $174.84 $34.9K - $46.3K
12.2K $1.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.69K
- 7.84%
$176.42 - $186.91 $298K - $316K
19.9K $3.54M
CI
Cigna Corp

Healthcare
-21
- 0.47%
$265.59 - $358.58 $5.58K - $7.53K
4.49K $1.24M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-4.82K
- 41.27%
$45.4 - $56.61 $219K - $273K
6.86K $317K
BAX
Baxter International Inc

Healthcare
-6.36K
- 45.88%
$28.63 - $37.84 $182K - $240K
7.5K $218K
IEV
Ishares Tr Europe ETF

ETFs
-349
- 0.77%
$52.03 - $57.63 $18.2K - $20.1K
45K $2.34M
AMT
American Tower Corp

Real Estate
-907
- 34.2%
$179.4 - $232.01 $163K - $210K
1.75K $320K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 0.12%
$701.85 - $1046.91 $702 - $1.05K
849 $604K
QCOM
Qualcomm Inc

Technology
-422
- 3.1%
$150.4 - $178.04 $63.5K - $75.1K
13.2K $2.02M
HCA
Hca Healthcare, Inc.

Healthcare
-36
- 1.39%
$297.52 - $415.61 $10.7K - $15K
2.56K $769K
LOW
Lowes Companies Inc

Consumer Cyclical
-111
- 1.07%
$244.52 - $284.07 $27.1K - $31.5K
10.3K $2.54M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-129
- 0.43%
$107.06 - $123.74 $13.8K - $16K
29.9K $3.28M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-682
- 7.44%
$82.28 - $117.52 $56.1K - $80.1K
8.49K $719K
PARA
Paramount Global

Communication Services
-23K
- 38.73%
$10.27 - $11.57 $236K - $266K
36.4K $379K
UNH
Unitedhealth Group Inc

Healthcare
-15
- 0.49%
$485.52 - $625.25 $7.28K - $9.38K
3.03K $1.53M
GE
General Electric CO

Industrials
-8
- 0.07%
$159.95 - $194.23 $1.28K - $1.55K
11.1K $1.85M
BMY
Bristol Myers Squibb CO

Healthcare
-7.08K
- 21.48%
$51.92 - $59.94 $368K - $424K
25.9K $1.46M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-25
- 0.69%
$396.64 - $516.74 $9.92K - $12.9K
3.61K $1.46M
VGSH
Vanguard

ETFs
-3.53K
- 10.04%
$58.02 - $58.88 $205K - $208K
31.6K $1.84M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-400
- 38.46%
$563.99 - $620.12 $226K - $248K
640 $364K
EEM
Ishares Msci Emerging Markets

ETFs
-296
- 0.56%
$41.82 - $47.36 $12.4K - $14K
52.9K $2.21M
COP
Conocophillips

Energy
-1.52K
- 12.47%
$95.12 - $114.72 $145K - $175K
10.7K $1.06M
IVV
Ishares Core S&P 500 ETF

ETFs
-460
- 11.41%
$570.51 - $610.59 $262K - $281K
3.57K $2.1M
DHR
Danaher Corp

Healthcare
-223
- 6.32%
$226.16 - $274.52 $50.4K - $61.2K
3.3K $758K
RDFN
Redfin Corp

Real Estate
-160
- 0.37%
$7.87 - $12.55 $1.26K - $2.01K
43.4K $341K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.05K
- 7.03%
$44.04 - $49.49 $90.1K - $101K
27K $1.19M
JNJ
Johnson & Johnson

Healthcare
-3
- 0.03%
$143.34 - $165.86 $430 - $498
11.2K $1.61M
QRVO
Qorvo, Inc.

Technology
-534
- 12.28%
$65.6 - $104.58 $35K - $55.8K
3.82K $266K
TGT
Target Corp

Consumer Defensive
-746
- 19.03%
$121.59 - $160.69 $90.7K - $120K
3.18K $429K
DOW
Dow Inc.

Basic Materials
-607
- 5.82%
$39.1 - $55.34 $23.7K - $33.6K
9.83K $394K
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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