ISHARES TR

Ticker: IYT CUSIP: 464287192 Class: US TRSPRTION

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

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

Q4 2025
Shares 10,036 Value ($000) $748 Avg Close Range
Q3 2025
Shares 9,295 Value ($000) $667 Avg Close Range
Q2 2025
Shares 9,513 Value ($000) $652 Avg Close Range
Q1 2025
Shares 9,752 Value ($000) $624 Avg Close Range
Q4 2024
Shares 9,657 Value ($000) $653 Avg Close Range
Q3 2024
Shares 9,657 Value ($000) $665 Avg Close Range
Q2 2024
Shares 9,737 Value ($000) $637 Avg Close Range
Q1 2024
Shares 9,702 Value ($000) $683 Avg Close Range
Q4 2023
Shares 2,442 Value ($000) $641 Avg Close Range
Q3 2023
Shares 2,477 Value ($000) $579 Avg Close Range
Q2 2023
Shares 2,487 Value ($000) $621 Avg Close Range
Q1 2023
Shares 2,436 Value ($000) $555 Avg Close Range
Q4 2022
Shares 2,471 Value ($000) $528 Avg Close Range
Q3 2022
Shares 2,474 Value ($000) $486 Avg Close Range
Q2 2022
Shares 2,428 Value ($000) $517 Avg Close Range
Q1 2022
Shares 2,294 Value ($000) $619 Avg Close Range
Q4 2021
Shares 2,184 Value ($000) $604 Avg Close Range
Q3 2021
Shares 2,089 Value ($000) $508 Avg Close Range
Q2 2021
Shares 2,056 Value ($000) $535 Avg Close Range
Q1 2021
Shares 1,841 Value ($000) $474 Avg Close Range
Q4 2020
Shares 1,760 Value ($000) $388 Avg Close Range
Q3 2020
Shares 1,293 Value ($000) $257 Avg Close Range
Q4 2019
Shares 1,109 Value ($000) $217 Avg Close Range
Q3 2019
Shares 1,104 Value ($000) $206 Avg Close Range
Q2 2019
Shares 1,182 Value ($000) $222 Avg Close Range
Q1 2019
Shares 1,311 Value ($000) $246 Avg Close Range