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

Institute for Wealth Management, LLC. currently holds 5.3K shares with a market value of $291.4K. It started holding NJR on 2025-06-30. At its peak, it held 6.3K shares on 2025-09-30. Its highest holding value was $305.3K on 2025-09-30. At its lowest, it held 4.8K shares on 2025-06-30, with a value of $214.2K on 2025-06-30. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 1.0K.