Institute For Wealth Management, Llc. Sells in Q1 2025

Institute For Wealth Management, Llc.

  • $763 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.79K
- 0.22%
$106.98 - $149.43 $191K - $267K
796K $86.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.53K
- 45.09%
$551.42 - $612.93 $4.15M - $4.62M
9.18K $5.13M
TSLA
Tesla, Inc.

Consumer Cyclical
-25
- 0.09%
$222.15 - $428.22 $5.55K - $10.7K
27.1K $7.03M
MSFT
Microsoft Corp

Technology
-342
- 0.68%
$375.39 - $447.2 $128K - $153K
50K $18.8M
AXON
Axon Enterprise, Inc.

Industrials
-80
- 0.39%
$496.65 - $710.01 $39.7K - $56.8K
20.6K $10.8M
ABSI
Absci Corp

Healthcare
-319K
- 68.66%
$2.51 - $5.82 $802K - $1.86M
146K $365K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.04K
- 20.32%
$168.16 - $186.21 $680K - $752K
15.8K $2.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-257
- 0.66%
$65.15 - $91.81 $16.7K - $23.6K
38.5K $2.51M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.94K
- 0.8%
$24.91 - $29.02 $48.4K - $56.4K
242K $6.05M
CRM
Salesforce, Inc.

Technology
-59
- 0.57%
$268.36 - $359.95 $15.8K - $21.2K
10.3K $2.77M
ORCL
Oracle Corp

Technology
-671
- 3.35%
$139.81 - $186.47 $93.8K - $125K
19.4K $2.71M
SQ
Block, Inc.

Technology
-39
- 0.18%
$54.04 - $92.95 $2.11K - $3.63K
22.2K $1.27M
VGT
Vanguard Information Technolog

ETFs
-652
- 20.66%
$542.38 - $646.34 $354K - $421K
2.5K $1.36M
GOOG
Alphabet Inc.

Communication Services
-104
- 0.61%
$156.06 - $207.71 $16.2K - $21.6K
17.1K $2.67M
AMD
Advanced Micro Devices Inc

Technology
-216
- 0.69%
$96.63 - $129.55 $20.9K - $28K
30.9K $3.18M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-239
- 0.49%
$110.9 - $132.93 $26.5K - $31.8K
48.4K $5.5M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-3.62K
- 2.62%
$45.21 - $50.33 $164K - $182K
135K $6.16M
DELL
Dell Technologies Inc.

Technology
-110
- 0.61%
$90.34 - $124.66 $9.94K - $13.7K
18K $1.64M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-367
- 0.72%
$120.24 - $134.3 $44.1K - $49.3K
50.3K $6.13M
MTN
Vail Resorts Inc

Consumer Cyclical
-590
- 5.42%
$153.58 - $184.72 $90.6K - $109K
10.3K $1.65M
PLTR
Palantir Technologies Inc.

Technology
-6.01K
- 43.28%
$64.98 - $124.62 $390K - $749K
7.88K $664K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.6K
- 2.03%
$45.72 - $51.73 $73K - $82.6K
76.9K $3.54M
AMAT
Applied Materials Inc

Technology
-100
- 0.5%
$145.06 - $195.51 $14.5K - $19.6K
19.8K $2.87M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-5
- 0.01%
$96.95 - $116.13 $485 - $581
46.6K $4.66M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-806
- 2.68%
$101.98 - $115.66 $82.2K - $93.2K
29.2K $2.99M
GS
Goldman Sachs Group Inc

Financial Services
-72
- 0.69%
$524.81 - $672.19 $37.8K - $48.4K
10.3K $5.62M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.42K
- 2.32%
$16.57 - $18.85 $56.7K - $64.5K
144K $2.4M
BILL
Bill.Com Holdings, Inc.

Technology
-65
- 0.93%
$43.59 - $97.07 $2.83K - $6.31K
6.92K $317K
CAT
Caterpillar Inc

Industrials
-313
- 6.23%
$326.75 - $407.63 $102K - $128K
4.72K $1.56M
NKE
Nike, Inc.

Consumer Cyclical
-45
- 0.21%
$63.29 - $81.72 $2.85K - $3.68K
21.6K $1.37M
UPS
United Parcel Service Inc

Industrials
-575
- 5.62%
$109.66 - $136.26 $63.1K - $78.3K
9.66K $1.06M
CSX
Csx Corp

Industrials
-666
- 0.94%
$29.11 - $33.67 $19.4K - $22.4K
70K $2.06M
PANW
Palo Alto Networks Inc

Technology
-238
- 1.54%
$167.82 - $208.28 $39.9K - $49.6K
15.3K $2.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-326
- 17.82%
$507.05 - $563.67 $165K - $184K
1.5K $772K
VCR
Vanguard Consumer Discretionar

ETFs
-69
- 1.85%
$318.51 - $391.75 $22K - $27K
3.66K $1.19M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-278
- 9.31%
$307.43 - $357.48 $85.5K - $99.4K
2.71K $836K
ALK
Alaska Air Group, Inc.

Industrials
-263
- 2.39%
$49.22 - $76.6 $12.9K - $20.1K
10.8K $529K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-7
- 0.02%
$94.5 - $110.71 $662 - $775
31.9K $3.06M
HD
Home Depot, Inc.

Consumer Cyclical
-137
- 2.49%
$347.25 - $424.87 $47.6K - $58.2K
5.37K $1.97M
MS
Morgan Stanley

Financial Services
-144
- 0.83%
$111.68 - $141.08 $16.1K - $20.3K
17.1K $2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.37K
- 40.55%
$45.92 - $47.58 $155K - $161K
4.95K $234K
XLY
Select Sector Spdr Consumer Di

ETFs
-90
- 1.8%
$192.6 - $233.2 $17.3K - $21K
4.9K $967K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-838
- 1.72%
$39.02 - $42.89 $32.7K - $35.9K
47.8K $1.89M
BMI
Badger Meter Inc

Technology
-588
- 34.05%
$189.49 - $221.51 $111K - $130K
1.14K $216K
NRZ
New Residential Investment Corp.

Real Estate
-19.6K
- 28.59%
N/A
48.9K $354K
TGT
Target Corp

Consumer Defensive
-421
- 13.26%
$103.65 - $142.5 $43.6K - $60K
2.75K $287K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-868
- 9.29%
$77.67 - $90.15 $67.4K - $78.3K
8.48K $663K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-39
- 0.92%
$185.75 - $223.33 $7.24K - $8.71K
4.2K $816K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.01%
$222.66 - $268.42 $223 - $268
10.3K $2.4M
Activity Summary
Buys All Purchases 180 New Holdings 46 Increased Positions 134 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 1 Puts 0
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