ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 2,670 Value ($000) $257 Avg Close Range
Q2 2025
Shares 2,096 Value ($000) $201 Avg Close Range
Q2 2023
Shares 2,696 Value ($000) $260 Avg Close Range
Q1 2023
Shares 3,673 Value ($000) $364 Avg Close Range
Q4 2022
Shares 3,523 Value ($000) $337 Avg Close Range
Q2 2022
Shares 2,014 Value ($000) $206 Avg Close Range
Q1 2022
Shares 2,204 Value ($000) $237 Avg Close Range
Q3 2021
Shares 1,758 Value ($000) $203 Avg Close Range
Q2 2021
Shares 1,768 Value ($000) $204 Avg Close Range
Q1 2021
Shares 1,768 Value ($000) $200 Avg Close Range
Q4 2020
Shares 2,238 Value ($000) $268 Avg Close Range
Q3 2020
Shares 2,313 Value ($000) $282 Avg Close Range
Q2 2020
Shares 2,333 Value ($000) $284 Avg Close Range
Q1 2020
Shares 1,856 Value ($000) $225 Avg Close Range
Q4 2019
Shares 3,724 Value ($000) $410 Avg Close Range
Q4 2015
Shares 18,660 Value ($000) $1,970 Avg Close Range
Q3 2015
Shares 21,666 Value ($000) $2,337 Avg Close Range
Q2 2015
Shares 19,015 Value ($000) $1,997 Avg Close Range
Q1 2015
Shares 18,422 Value ($000) $1,997 Avg Close Range
Q4 2014
Shares 20,161 Value ($000) $2,137 Avg Close Range
Q3 2014
Shares 30,567 Value ($000) $3,170 Avg Close Range
Q2 2014
Shares 36,552 Value ($000) $3,786 Avg Close Range
Q1 2014
Shares 2,106 Value ($000) $214 Avg Close Range
Q3 2013
Shares 5,386 Value ($000) $550 Avg Close Range
Q2 2013
Shares 273 Value ($000) $28 Avg Close Range