ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,263 Value ($000) $1,377 Avg Close Range
Q3 2025
Shares 9,679 Value ($000) $1,410 Avg Close Range
Q2 2025
Shares 9,482 Value ($000) $1,280 Avg Close Range
Q1 2025
Shares 9,521 Value ($000) $1,162 Avg Close Range
Q4 2024
Shares 9,495 Value ($000) $1,221 Avg Close Range
Q3 2024
Shares 7,969 Value ($000) $1,001 Avg Close Range
Q2 2024
Shares 7,957 Value ($000) $945 Avg Close Range
Q1 2024
Shares 7,405 Value ($000) $854 Avg Close Range
Q4 2023
Shares 7,343 Value ($000) $773 Avg Close Range
Q3 2023
Shares 7,281 Value ($000) $686 Avg Close Range
Q2 2023
Shares 7,267 Value ($000) $711 Avg Close Range
Q1 2023
Shares 7,106 Value ($000) $643 Avg Close Range
Q4 2022
Shares 7,087 Value ($000) $601 Avg Close Range
Q3 2022
Shares 6,840 Value ($000) $544 Avg Close Range
Q2 2022
Shares 6,795 Value ($000) $569 Avg Close Range
Q1 2022
Shares 6,773 Value ($000) $684 Avg Close Range
Q4 2021
Shares 6,742 Value ($000) $721 Avg Close Range
Q3 2021
Shares 6,696 Value ($000) $659 Avg Close Range
Q2 2021
Shares 6,632 Value ($000) $655 Avg Close Range
Q1 2021
Shares 6,620 Value ($000) $606 Avg Close Range
Q4 2020
Shares 6,550 Value ($000) $565 Avg Close Range
Q3 2020
Shares 3,609 Value ($000) $272 Avg Close Range
Q4 2019
Shares 349 Value ($000) $25 Avg Close Range