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

Institute for Wealth Management, LLC. currently holds 2.4K shares with a market value of $1.1M. It started holding ISRG on 2024-09-30. At its peak, it held 2.5K shares on 2024-12-31. Its highest holding value was $1.4M on 2025-12-31. At its lowest, it held 2.4K shares on 2025-09-30, with a value of $1.1M on 2025-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 11. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 81.