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
IBM
International Business Machines Corp

Technology
-8
- 0.22%
$217.4 - $264.74 $1.74K - $2.12K
3.65K $907K
TRV
Travelers Companies, Inc.

Financial Services
-109
- 1.95%
$232.43 - $265.13 $25.3K - $28.9K
5.49K $1.45M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-482
- 1.02%
$17.15 - $21.07 $8.27K - $10.2K
46.8K $935K
HCA
Hca Healthcare, Inc.

Healthcare
-2
- 0.08%
$296.7 - $345.55 $593 - $691
2.56K $884K
MCK
Mckesson Corp

Healthcare
-5
- 0.41%
$566.21 - $672.99 $2.83K - $3.36K
1.21K $814K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-1.22K
- 2.14%
$39.43 - $44.62 $47.9K - $54.2K
55.4K $2.38M
CSGP
Costar Group, Inc.

Real Estate
-30
- 0.17%
$69.29 - $80.37 $2.08K - $2.41K
17.5K $1.39M
GILD
Gilead Sciences, Inc.

Healthcare
-40
- 0.54%
$89.14 - $117.41 $3.57K - $4.7K
7.32K $819K
AIG
American International Group, Inc.

Financial Services
-1.02K
- 5.93%
$70.5 - $86.94 $71.8K - $88.6K
16.2K $1.41M
COST
Costco Wholesale Corp

Consumer Defensive
-126
- 1.31%
$890.62 - $1076.86 $112K - $136K
9.5K $8.99M
MA
Mastercard Inc

Financial Services
-58
- 0.6%
$504.67 - $576.31 $29.3K - $33.4K
9.59K $5.26M
ELV
Elevance Health, Inc.

Healthcare
-11
- 0.38%
$365.9 - $436.25 $4.02K - $4.8K
2.86K $1.24M
HES
Hess Corp

Energy
-14
- 0.19%
$135.42 - $160.52 $1.9K - $2.25K
7.44K $1.19M
DE
Deere & CO

Industrials
-11
- 0.23%
$408.57 - $509.27 $4.49K - $5.6K
4.8K $2.25M
XLE
Energy Sector Spdr

ETFs
-24
- 0.08%
$85.7 - $93.96 $2.06K - $2.26K
28.5K $2.67M
CI
Cigna Corp

Healthcare
-46
- 1.02%
$274.49 - $329.0 $12.6K - $15.1K
4.44K $1.46M
JNJ
Johnson & Johnson

Healthcare
-67
- 0.6%
$142.06 - $167.7 $9.52K - $11.2K
11.1K $1.84M
T
At&T Inc.

Communication Services
-113
- 0.27%
$21.56 - $28.28 $2.44K - $3.2K
41.8K $1.18M
RTX
Raytheon Technologies Corp

Industrials
-168
- 1.1%
$114.1 - $135.66 $19.2K - $22.8K
15.1K $2M
IEV
Ishares Tr Europe ETF

ETFs
-603
- 1.34%
$51.89 - $60.68 $31.3K - $36.6K
44.4K $2.58M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-100
- 2.77%
$402.49 - $513.76 $40.2K - $51.4K
3.51K $1.7M
WM
Waste Management Inc

Industrials
-47
- 0.52%
$200.54 - $233.78 $9.43K - $11K
8.97K $2.08M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.01K
- 3.36%
$106.31 - $123.73 $107K - $125K
28.9K $3.58M
GE
General Electric CO

Industrials
-57
- 0.51%
$168.59 - $212.13 $9.61K - $12.1K
11.1K $2.21M
V
Visa Inc.

Financial Services
-272
- 1.96%
$306.92 - $362.71 $83.5K - $98.7K
13.6K $4.77M
SBUX
Starbucks Corp

Consumer Cyclical
-543
- 0.69%
$91.75 - $115.81 $49.8K - $62.9K
77.9K $7.64M
ABBV
Abb Vie Inc.

Healthcare
-245
- 1.26%
$169.2 - $216.66 $41.5K - $53.1K
19.3K $4.03M
AMGN
Amgen Inc

Healthcare
-142
- 1.15%
$258.59 - $327.36 $36.7K - $46.5K
12.2K $3.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.1%
$442.66 - $534.52 $4.43K - $5.35K
10.5K $5.57M
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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