Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PAC
Pacific Airport Group

Industrials
Q1 2020 Filed on Apr 29, 2020
2,909
$44.41 - $133.15 $129K - $387K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
32
$18.21 - $25.62 $583 - $820
EPP
Ishares Inc

ETFs
Q1 2020 Filed on Apr 29, 2020
560
$29.21 - $48.12 $16.4K - $26.9K
IOO
Ishares Tr Global 100 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
79
$38.84 - $56.64 $3.07K - $4.47K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2020 Filed on Apr 29, 2020
14
$30.51 - $42.26 $427 - $592
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q1 2020 Filed on Apr 29, 2020
385
$36.11 - $50.06 $13.9K - $19.3K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2020 Filed on Apr 29, 2020
25
$50.43 - $60.2 $1.26K - $1.51K
EMB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
714
$85.8 - $117.01 $61.3K - $83.5K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2020 Filed on Apr 29, 2020
400
$96.7 - $102.1 $38.7K - $40.8K
MBB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
87
$105.3 - $110.44 $9.16K - $9.61K
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2020 Filed on Apr 29, 2020
13
$42.55 - $59.41 $553 - $772
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q1 2020 Filed on Apr 29, 2020
71
$32.1 - $54.4 $2.28K - $3.86K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q1 2020 Filed on Apr 29, 2020
86
$18.15 - $26.07 $1.56K - $2.24K
ICF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
225
$37.65 - $62.99 $8.47K - $14.2K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$46.56 - $68.74 $4.66K - $6.87K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
34
$21.49 - $34.23 $731 - $1.16K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
Q1 2020 Filed on Apr 29, 2020
7
$21.83 - $26.32 $153 - $184
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2020 Filed on Apr 29, 2020
14,979
$45.53 - $50.41 $682K - $755K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2020 Filed on Apr 29, 2020
10,623
$47.21 - $54.5 $502K - $579K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q1 2020 Filed on Apr 29, 2020
20,020
$22.42 - $25.84 $449K - $517K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2020 Filed on Apr 29, 2020
30
$125.97 - $133.34 $3.78K - $4K
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
12
$15.29 - $24.54 $183 - $294
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2020 Filed on Apr 29, 2020
173
$70.74 - $99.38 $12.2K - $17.2K
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
340
$21.27 - $35.83 $7.23K - $12.2K
EWP
Ishares Inc Msci Spain ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$18.1 - $29.44 $5.43K - $8.83K
EZA
Ishares Msci South Africa ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
346
$24.48 - $49.48 $8.47K - $17.1K
EWY
Ishares Inc Msci South Korea E

ETFs
Q1 2020 Filed on Apr 29, 2020
484
$38.97 - $64.09 $18.9K - $31K
IXN
Ishares Global Information Tec

ETFs
Q1 2020 Filed on Apr 29, 2020
181
$26.71 - $38.65 $4.83K - $7K
Gci Liberty Inc
Q1 2020 Filed on Apr 29, 2020
3,784
N/A
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q1 2020 Filed on Apr 29, 2020
171
$139.82 - $212.0 $23.9K - $36.3K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
40
$22.87 - $44.75 $915 - $1.79K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
219
N/A
PSL
Invesco Dwa Consumer Staples M
Q1 2020 Filed on Apr 29, 2020
72
N/A
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
45
$23.94 - $33.2 $1.08K - $1.49K
PIZ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
4,843
N/A
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
1,875
$32.0 - $59.44 $60K - $111K
Invesco Exchange Traded Fd T
Q1 2020 Filed on Apr 29, 2020
220
N/A
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$41.45 - $70.64 $12.4K - $21.2K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
75
$41.14 - $73.86 $3.09K - $5.54K
GURU
Global X Guru Index ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$23.51 - $37.55 $259 - $413
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
3,367
N/A
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2020 Filed on Apr 29, 2020
4,295
$19.16 - $33.67 $82.3K - $145K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2020 Filed on Apr 29, 2020
14
$24.01 - $26.56 $336 - $372
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$19.31 - $29.54 $1.93K - $2.95K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
297
$24.07 - $37.61 $7.15K - $11.2K
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
978
$17.58 - $36.89 $17.2K - $36.1K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2020 Filed on Apr 29, 2020
273
N/A
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q1 2020 Filed on Apr 29, 2020
486
$160.15 - $230.68 $77.8K - $112K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q1 2020 Filed on Apr 29, 2020
966
$26.3 - $48.11 $25.4K - $46.5K
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