ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

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

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

Q4 2024
Shares 1,697 Value ($000) $324 Avg Close Range
Q3 2024
Shares 1,577 Value ($000) $311 Avg Close Range
Q2 2024
Shares 1,528 Value ($000) $278 Avg Close Range
Q1 2024
Shares 1,997 Value ($000) $373 Avg Close Range
Q4 2023
Shares 2,168 Value ($000) $377 Avg Close Range
Q3 2023
Shares 2,168 Value ($000) $334 Avg Close Range
Q2 2023
Shares 2,168 Value ($000) $349 Avg Close Range
Q1 2023
Shares 2,168 Value ($000) $329 Avg Close Range
Q4 2022
Shares 2,168 Value ($000) $315 Avg Close Range
Q3 2022
Shares 2,374 Value ($000) $305 Avg Close Range
Q2 2022
Shares 2,314 Value ($000) $318 Avg Close Range
Q1 2022
Shares 2,314 Value ($000) $360 Avg Close Range
Q4 2021
Shares 2,440 Value ($000) $382 Avg Close Range
Q3 2021
Shares 2,830 Value ($000) $412 Avg Close Range
Q2 2021
Shares 2,903 Value ($000) $429 Avg Close Range
Q1 2021
Shares 2,103 Value ($000) $297 Avg Close Range
Q4 2020
Shares 2,441 Value ($000) $312 Avg Close Range
Q3 2020
Shares 2,531 Value ($000) $285 Avg Close Range
Q2 2020
Shares 2,568 Value ($000) $278 Avg Close Range
Q1 2020
Shares 16,431 Value ($000) $1,581 Avg Close Range
Q4 2019
Shares 16,054 Value ($000) $2,089 Avg Close Range
Q2 2019
Shares 18,111 Value ($000) $2,111 Avg Close Range
Q1 2019
Shares 18,423 Value ($000) $2,079 Avg Close Range