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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2020 Filed on Apr 29, 2020
688
$67.64 - $112.37 $46.5K - $77.3K
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
DDM
Proshares Ultra Dow30

ETFs
Q1 2020 Filed on Apr 29, 2020
91
$21.95 - $59.54 $2K - $5.42K
HDG
Proshares Trust Proshares He

ETFs
Q1 2020 Filed on Apr 29, 2020
29
$40.68 - $47.17 $1.18K - $1.37K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q1 2020 Filed on Apr 29, 2020
3,100
$50.41 - $56.52 $156K - $175K
IHF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
370
$137.01 - $211.53 $50.7K - $78.3K
Mobile Mini Inc
Q1 2020 Filed on Apr 29, 2020
6,860
N/A
ITB
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
1,780
$24.14 - $50.4 $43K - $89.7K
IYJ
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
20
$52.08 - $87.1 $1.04K - $1.74K
EFV
Msci Eafe Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
412
$30.99 - $50.45 $12.8K - $20.8K
IEO
Ishares Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
67
$19.12 - $56.83 $1.28K - $3.81K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
133
$25.99 - $28.27 $3.46K - $3.76K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2020 Filed on Apr 29, 2020
118
$49.31 - $60.79 $5.82K - $7.17K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2020 Filed on Apr 29, 2020
366
$100.87 - $113.18 $36.9K - $41.4K
Arconic Inc
Q1 2020 Filed on Apr 29, 2020
10,735
N/A
LENB
Lennar Corporation Cl B
Q1 2020 Filed on Apr 29, 2020
144
N/A
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2020 Filed on Apr 29, 2020
3
$78.75 - $100.3 $236 - $301
Viacom Inc New
Q4 2019 Filed on Jan 27, 2020
27,436
N/A
Danaher Corporation
Q4 2019 Filed on Jan 27, 2020
100,000
N/A
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
Q4 2019 Filed on Jan 27, 2020
44,800
$6.15 - $6.71 $276K - $301K
BKT
Blackrock Income Trust, Inc.

Financial Services
Q4 2019 Filed on Jan 27, 2020
11,105
$6.0 - $6.15 $66.6K - $68.3K
BGB
Blackstone Strategic Credit Fund

Financial Services
Q4 2019 Filed on Jan 27, 2020
10,319
$13.68 - $14.59 $141K - $151K
Cbs Corp New
Q4 2019 Filed on Jan 27, 2020
19,739
N/A
Celgene Corp
Q4 2019 Filed on Jan 27, 2020
4,541
N/A
Suntrust Bks Inc
Q4 2019 Filed on Jan 27, 2020
5,673
N/A
Genesee & Wyo Inc
Q4 2019 Filed on Jan 27, 2020
11,807
N/A
Altaba Inc
Q4 2019 Filed on Jan 27, 2020
41,560
N/A
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
15,200
$5.02 - $5.62 $76.3K - $85.4K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q3 2019 Filed on Oct 28, 2019
10,417
$15.48 - $16.67 $161K - $174K
VFC
V F Corp

Consumer Cyclical
Q3 2019 Filed on Oct 28, 2019
2,746
$77.48 - $90.82 $213K - $249K
HPQ
Hp Inc

Technology
Q3 2019 Filed on Oct 28, 2019
14,611
$17.73 - $21.63 $259K - $316K
AFL
Aflac Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
14,444
$48.36 - $56.89 $699K - $822K
Tribune Media CO
Q3 2019 Filed on Oct 28, 2019
16,231
N/A
CIG
Energy CO Of Minas Gerais

Utilities
Q3 2019 Filed on Oct 28, 2019
17,051
$3.3 - $4.03 $56.3K - $68.7K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
2,875
$128.78 - $142.74 $370K - $410K
Anadarko Pete Corp
Q3 2019 Filed on Oct 28, 2019
10,911
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2019 Filed on Oct 28, 2019
4,041
$64.05 - $67.36 $259K - $272K
JBLU
Jetblue Airways Corp

Industrials
Q3 2019 Filed on Oct 28, 2019
10,339
$16.39 - $19.69 $169K - $204K
Prospect Capital Corporation
Q3 2019 Filed on Oct 28, 2019
20,000
N/A
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
Q3 2019 Filed on Oct 28, 2019
10,364
$13.01 - $13.64 $135K - $141K
AA
Alcoa Corp

Basic Materials
Q3 2019 Filed on Oct 28, 2019
9,088
$16.73 - $23.56 $152K - $214K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
1,211
$186.69 - $210.18 $226K - $255K
Tableau Software Inc
Q3 2019 Filed on Oct 28, 2019
3,368
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
6,447
$68.8 - $75.57 $444K - $487K
Bb&T Corp
Q3 2019 Filed on Oct 28, 2019
5,804
N/A
Fs Kkr Capital Corp
Q3 2019 Filed on Oct 28, 2019
151,258
N/A
PGR
Progressive Corp

Financial Services
Q3 2019 Filed on Oct 28, 2019
3,316
$72.68 - $84.39 $241K - $280K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q3 2019 Filed on Oct 28, 2019
11,967
$10.13 - $10.61 $121K - $127K
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