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

Institute for Wealth Management, LLC. currently holds 10.1K shares with a market value of $749.9K. It started holding IYT on 2024-09-30. At its peak, it held 10.1K shares on 2026-03-31. Its highest holding value was $749.9K on 2026-03-31. At its lowest, it held 9.3K shares on 2025-09-30, with a value of $624.5K on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 757. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 300.