Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FNDB
Schwab Fundamental U S Broad M

ETFs
Q1 2020 Filed on Apr 29, 2020
180
$26.6 - $43.02 $4.79K - $7.74K
IYE
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
200
$12.58 - $32.54 $2.52K - $6.51K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
370
$19.66 - $34.15 $7.27K - $12.6K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q1 2020 Filed on Apr 29, 2020
7
$37.19 - $58.89 $260 - $412
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
1,875
$32.0 - $59.44 $60K - $111K
SOXX
Ishares Semiconductor ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
7
$176.66 - $268.7 $1.24K - $1.88K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
639
$122.99 - $188.06 $78.6K - $120K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2020 Filed on Apr 29, 2020
796
$26.18 - $40.44 $20.8K - $32.2K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
129
$50.33 - $56.09 $6.49K - $7.24K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2020 Filed on Apr 29, 2020
632
$22.3 - $34.12 $14.1K - $21.6K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on Apr 29, 2020
1,235
$18.68 - $28.22 $23.1K - $34.9K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
380
$131.63 - $192.29 $50K - $73.1K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
21
$54.38 - $96.81 $1.14K - $2.03K
OEF
Ishares S&P 100 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
62
$104.41 - $152.28 $6.47K - $9.44K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2020 Filed on Apr 29, 2020
100
$44.17 - $81.02 $4.42K - $8.1K
IYM
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
50
$59.63 - $96.97 $2.98K - $4.85K
EPOL
Ishares Tr Msci Poland ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$12.43 - $21.83 $137 - $240
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2020 Filed on Apr 29, 2020
25
$50.43 - $60.2 $1.26K - $1.51K
Invesco Exchange Traded Fd T
Q1 2020 Filed on Apr 29, 2020
22,521
N/A
EMB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
714
$85.8 - $117.01 $61.3K - $83.5K
FTV
Fortive Corp

Technology
Q1 2020 Filed on Apr 29, 2020
2,810
$35.15 - $66.44 $98.8K - $187K
MBB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
87
$105.3 - $110.44 $9.16K - $9.61K
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
ILCV
Ishares Morningstar Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
102
$37.99 - $58.92 $3.87K - $6.01K
ISCV
Ishares Morningstar Small Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
64
$24.73 - $48.34 $1.58K - $3.09K
IDU
Ishares Tr U S Utils ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
630
$56.5 - $88.53 $35.6K - $55.8K
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2020 Filed on Apr 29, 2020
2,833
$10.88 - $19.8 $30.8K - $56.1K
Vaneck Vectors ETF Trust
Q1 2020 Filed on Apr 29, 2020
6,741
N/A
INDA
Ishares Msci India Index Fund

ETFs
Q1 2020 Filed on Apr 29, 2020
71
$20.5 - $36.18 $1.46K - $2.57K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$89.44 - $133.75 $984 - $1.47K
Mobile Mini Inc
Q1 2020 Filed on Apr 29, 2020
6,860
N/A
IYG
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
738
$28.97 - $52.03 $21.4K - $38.4K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
330
$19.0 - $31.05 $6.27K - $10.2K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2020 Filed on Apr 29, 2020
3
$78.75 - $100.3 $236 - $301
AIVI
Kemiao Garment Holding Group

ETFs
Q1 2020 Filed on Apr 29, 2020
4,723
$27.81 - $43.06 $131K - $203K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2020 Filed on Apr 29, 2020
366
$100.87 - $113.18 $36.9K - $41.4K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q1 2020 Filed on Apr 29, 2020
3,100
$50.41 - $56.52 $156K - $175K
HDG
Proshares Trust Proshares He

ETFs
Q1 2020 Filed on Apr 29, 2020
29
$40.68 - $47.17 $1.18K - $1.37K
DDM
Proshares Ultra Dow30

ETFs
Q1 2020 Filed on Apr 29, 2020
91
$21.95 - $59.54 $2K - $5.42K
LENB
Lennar Corporation Cl B
Q1 2020 Filed on Apr 29, 2020
144
N/A
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2020 Filed on Apr 29, 2020
9
$15.19 - $19.43 $137 - $175
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
261
$39.55 - $64.7 $10.3K - $16.9K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 29, 2020
100
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on Apr 29, 2020
1,184
$78.83 - $94.82 $93.3K - $112K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on Apr 29, 2020
1,213
$35.86 - $54.78 $43.5K - $66.4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2020 Filed on Apr 29, 2020
870
$78.67 - $82.51 $68.4K - $71.8K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2020 Filed on Apr 29, 2020
3,412
N/A
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2020 Filed on Apr 29, 2020
118
$49.31 - $60.79 $5.82K - $7.17K
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email