MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

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

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

Q4 2025
Shares 16,718 Value ($000) $2,968 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 16,846 Value ($000) $2,678 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 17,105 Value ($000) $2,409 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 17,134 Value ($000) $1,999 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 17,278 Value ($000) $2,172 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 17,449 Value ($000) $1,819 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 17,748 Value ($000) $1,725 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 17,480 Value ($000) $1,646 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 17,578 Value ($000) $1,639 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 16,960 Value ($000) $1,385 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 17,028 Value ($000) $1,454 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 17,073 Value ($000) $1,499 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 17,143 Value ($000) $1,457 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 17,988 Value ($000) $1,421 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 18,078 Value ($000) $1,375 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 18,217 Value ($000) $1,592 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 17,905 Value ($000) $1,758 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 18,037 Value ($000) $1,755 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 15,500 Value ($000) $1,421 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 15,696 Value ($000) $1,219 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 16,086 Value ($000) $1,102 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 15,341 Value ($000) $740 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 15,236 Value ($000) $736 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 14,977 Value ($000) $509 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 15,413 Value ($000) $788 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 15,549 Value ($000) $663 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 15,549 Value ($000) $681 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 15,654 Value ($000) $661 Avg Close $34.01 Range $31.17 - $36.36
Q3 2018
Shares 15,033 Value ($000) $722 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 17,565 Value ($000) $828 Avg Close $41.43 Range $37.41 - $44.18
Q1 2018
Shares 17,558 Value ($000) $908 Avg Close $43.68 Range $39.53 - $46.93
Q4 2017
Shares 15,725 Value ($000) $824 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 16,668 Value ($000) $805 Avg Close $36.26 Range $34.33 - $38.29
Q2 2017
Shares 16,544 Value ($000) $732 Avg Close $33.54 Range $31.40 - $35.81