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
IHE
Ishares Tr

ETFs
-35
- 0.32%
$65.15 - $71.86 $2.28K - $2.52K
11K $722K
GIS
General Mills Inc

Consumer Defensive
-32
- 0.62%
$62.78 - $74.62 $2.01K - $2.39K
5.16K $329K
VDE
Vanguard Energy ETF

ETFs
-340
- 4.87%
$116.67 - $136.78 $39.7K - $46.5K
6.64K $805K
LHX
L3 Harris Technologies, Inc.

Industrials
-23
- 1.46%
$208.94 - $264.22 $4.81K - $6.08K
1.55K $326K
NXPI
Nxp Semiconductors N.V.

Technology
-12
- 0.86%
$207.27 - $255.58 $2.49K - $3.07K
1.38K $286K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-223
- 5.46%
$74.68 - $81.45 $16.7K - $18.2K
3.86K $288K
ABT
Abbott Laboratories

Healthcare
-307
- 3.46%
$111.93 - $119.39 $34.4K - $36.7K
8.57K $968K
CHTR
Charter Communications, Inc.

Communication Services
-221
- 12.2%
$315.38 - $408.02 $69.7K - $90.2K
1.59K $545K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-278
- 0.94%
$57.38 - $61.11 $16K - $17K
29.3K $1.71M
BNDX
Vanguard Total International B

ETFs
-600
- 6.15%
$48.91 - $50.61 $29.3K - $30.4K
9.15K $449K
MMM
3 M CO

Industrials
-112
- 3.65%
$124.74 - $137.12 $14K - $15.4K
2.95K $381K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-58
- 1.15%
$33.05 - $43.75 $1.92K - $2.54K
5K $178K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-180
- 0.44%
$45.72 - $48.2 $8.23K - $8.68K
40.3K $1.85M
SPGI
S&P Global Inc.

Financial Services
-10
- 0.62%
$480.36 - $529.17 $4.8K - $5.29K
1.59K $793K
SO
Southern CO

Utilities
-1
- 0.03%
$81.5 - $94.15 $81.5 - $94.2
3.98K $327K
GWRE
Guidewire Software, Inc.

Technology
-29
- 1.59%
$168.58 - $207.12 $4.89K - $6.01K
1.79K $302K
WTRG
Essential Utilities, Inc.

Utilities
-175
- 1.61%
$36.18 - $40.55 $6.33K - $7.1K
10.7K $388K
VBR
Vanguard Small Cap Value ETF

ETFs
-78
- 1.42%
$197.36 - $217.3 $15.4K - $16.9K
5.43K $1.08M
ILMN
Illumina, Inc.

Healthcare
-294
- 11.02%
$128.99 - $155.15 $37.9K - $45.6K
2.37K $317K
UHAL
Amerco

Industrials
-41
- 1.34%
$67.46 - $78.4 $2.77K - $3.21K
3.01K $207K
IBM
International Business Machines Corp

Technology
-112
- 2.97%
$204.9 - $238.04 $22.9K - $26.7K
3.66K $804K
TSI
Tcw Strategic Income Fund Inc

Financial Services
-2.45K
- 4.72%
$4.81 - $5.12 $11.8K - $12.5K
49.4K $237K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-206
- 7.52%
$126.68 - $134.74 $26.1K - $27.8K
2.54K $323K
PRU
Prudential Financial Inc

Financial Services
-35
- 0.39%
$114.59 - $129.52 $4.01K - $4.53K
8.95K $1.06M
ABNB
Airbnb, Inc.

Consumer Cyclical
-349
- 7.92%
$125.36 - $147.37 $43.8K - $51.4K
4.06K $533K
VONV
Vanguard Russell 1000 Value Et

ETFs
-78
- 0.89%
$80.87 - $87.69 $6.31K - $6.84K
8.64K $702K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-164
- 0.26%
$40.15 - $42.9 $6.58K - $7.04K
62.4K $2.52M
PKI
Perkinelmer Inc

Healthcare
-190
- 4.34%
N/A
4.19K $507K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-46
- 0.31%
$56.33 - $61.73 $2.59K - $2.84K
14.6K $831K
AIG
American International Group, Inc.

Financial Services
-208
- 1.2%
$70.0 - $79.22 $14.6K - $16.5K
17.2K $1.25M
VTV
Vanguard Value ETF

ETFs
-6
- 0.15%
$168.32 - $181.87 $1.01K - $1.09K
3.92K $663K
CTVA
Corteva, Inc.

Basic Materials
-80
- 0.85%
$55.21 - $64.13 $4.42K - $5.13K
9.37K $533K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-976
- 1.97%
$40.86 - $43.42 $39.9K - $42.4K
48.7K $2.04M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-104
- 1.34%
$77.86 - $79.27 $8.1K - $8.24K
7.63K $595K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-173
- 0.6%
$65.67 - $69.79 $11.4K - $12.1K
28.9K $1.94M
EUSB
Ishares Tr Esg Advanced Total

Technology
-203
- 4.04%
$42.39 - $44.29 $8.61K - $8.99K
4.82K $204K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-14
- 0.06%
$21.1 - $23.08 $295 - $323
25.2K $534K
ACN
Accenture PLC

Technology
-34
- 1.26%
$343.9 - $376.86 $11.7K - $12.8K
2.67K $940K
HDB
Hdfc Bank LTD

Financial Services
-370
- 6.88%
$59.45 - $68.01 $22K - $25.2K
5.01K $319K
IWD
Ishares Russell 1000 Val ETF

ETFs
-16
- 0.53%
$183.23 - $199.79 $2.93K - $3.2K
3K $555K
EOG
Eog Resources Inc

Energy
-101
- 0.82%
$118.22 - $136.54 $11.9K - $13.8K
12.2K $1.5M
FIS
Fidelity National Information Services, Inc.

Technology
-70
- 2.1%
$80.14 - $90.95 $5.61K - $6.37K
3.26K $263K
NWBI
Northwest Bancshares, Inc.

Financial Services
-1K
- 7.47%
$12.86 - $15.28 $12.9K - $15.3K
12.4K $163K
TIP
Ishares Tr Tips Bd ETF

ETFs
-38
- 1.41%
$106.33 - $110.69 $4.04K - $4.21K
2.65K $282K
FDL
First Tr Morningstar Dividend

ETFs
-91
- 1.38%
$39.59 - $43.95 $3.6K - $4K
6.51K $261K
SU
Suncor Energy Inc

Energy
-28
- 0.25%
$34.5 - $41.53 $966 - $1.16K
11.3K $403K
WCN
Waste Connections, Inc.

Industrials
-17
- 1.21%
$171.06 - $193.25 $2.91K - $3.29K
1.39K $238K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-195
- 2.25%
$50.53 - $55.55 $9.85K - $10.8K
8.48K $432K
IGF
Ishares Global Infrastructure

ETFs
-8
- 0.17%
$51.2 - $55.7 $410 - $446
4.57K $238K
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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