Institute for Wealth Management, LLC.'s ownership history for IVW

Institute for Wealth Management, LLC. currently holds 12.3K shares with a market value of $1.4M. It started holding IVW on 2024-09-30. At its peak, it held 27.1K shares on 2024-09-30. Its highest holding value was $2.7M on 2024-12-31. At its lowest, it held 12.1K shares on 2025-12-31, with a value of $1.4M on 2026-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 9.8K. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 14.4K.