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Institute for Wealth Management, LLC. Buys iShares Edge MSCI USA Quality Factor, Vanguard Short-Term Government Bond ETF, Invesco Dynamic Large Cap Growth, Sells Vanguard Short-Term Corporate Bond ETF, iShares S&P 500 Value, Raytheon Co

Denver, CO, based Investment company Institute for Wealth Management, LLC. (Current Portfolio) buys iShares Edge MSCI USA Quality Factor, Vanguard Short-Term Government Bond ETF, Invesco Dynamic Large Cap Growth, iShares S&P 500 Growth, SPDR S&P 500, sells Vanguard Short-Term Corporate Bond ETF, iShares S&P 500 Value, Raytheon Co, Vanguard Growth, Vanguard Total International Bond ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Institute for Wealth Management, LLC.. As of 2020Q2, Institute for Wealth Management, LLC. owns 407 stocks with a total value of $391 million. These are the details of the buys and sells.

For the details of Institute for Wealth Management, LLC.'s stock buys and sells, go to https://www.gurufocus.com/guru/institute+for+wealth+management%2C+llc./current-portfolio/portfolio

These are the top 5 holdings of Institute for Wealth Management, LLC.
  1. Apple Inc (AAPL) - 35,121 shares, 3.28% of the total portfolio. Shares added by 2.89%
  2. Microsoft Corp (MSFT) - 56,010 shares, 2.91% of the total portfolio. Shares added by 1.71%
  3. Amazon.com Inc (AMZN) - 3,465 shares, 2.44% of the total portfolio. Shares added by 2.33%
  4. Adobe Inc (ADBE) - 20,634 shares, 2.30% of the total portfolio. Shares added by 3.86%
  5. NVIDIA Corp (NVDA) - 20,241 shares, 1.97% of the total portfolio. Shares added by 3.12%
New Purchase: iShares Edge MSCI USA Quality Factor (QUAL)

Institute for Wealth Management, LLC. initiated holding in iShares Edge MSCI USA Quality Factor. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $99.95. The impact to a portfolio due to this purchase was 1.08%. The holding were 44,044 shares as of .

New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

Institute for Wealth Management, LLC. initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $62.08 and $62.34, with an estimated average price of $62.22. The stock is now traded at around $62.21. The impact to a portfolio due to this purchase was 0.96%. The holding were 60,448 shares as of .

New Purchase: Invesco Dynamic Large Cap Growth (PWB)

Institute for Wealth Management, LLC. initiated holding in Invesco Dynamic Large Cap Growth. The purchase prices were between $41.73 and $54.82, with an estimated average price of $50.18. The stock is now traded at around $58.14. The impact to a portfolio due to this purchase was 0.61%. The holding were 43,327 shares as of .

New Purchase: iShares S&P 500 Growth (IVW)

Institute for Wealth Management, LLC. initiated holding in iShares S&P 500 Growth. The purchase prices were between $157.63 and $209.49, with an estimated average price of $190.97. The stock is now traded at around $219.04. The impact to a portfolio due to this purchase was 0.4%. The holding were 7,553 shares as of .

New Purchase: Invesco FTSE RAFI US 1000 (PRF)

Institute for Wealth Management, LLC. initiated holding in Invesco FTSE RAFI US 1000. The purchase prices were between $88.04 and $119.61, with an estimated average price of $103.95. The stock is now traded at around $112.67. The impact to a portfolio due to this purchase was 0.39%. The holding were 14,082 shares as of .

New Purchase: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)

Institute for Wealth Management, LLC. initiated holding in SPDR Portfolio Intermediate Term Corporate Bond. The purchase prices were between $33.74 and $36.53, with an estimated average price of $35.54. The stock is now traded at around $36.92. The impact to a portfolio due to this purchase was 0.37%. The holding were 39,766 shares as of .

Added: SPDR S&P 500 (SPY)

Institute for Wealth Management, LLC. added to a holding in SPDR S&P 500 by 31.46%. The purchase prices were between $246.15 and $323.2, with an estimated average price of $292.2. The stock is now traded at around $324.14. The impact to a portfolio due to this purchase was 0.4%. The holding were 21,434 shares as of .

Added: iShares Russell 2000 (IWM)

Institute for Wealth Management, LLC. added to a holding in iShares Russell 2000 by 152.87%. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $148.79. The impact to a portfolio due to this purchase was 0.27%. The holding were 12,312 shares as of .

Added: Raytheon Technologies Corp (RTX)

Institute for Wealth Management, LLC. added to a holding in Raytheon Technologies Corp by 156.08%. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $57.82. The impact to a portfolio due to this purchase was 0.25%. The holding were 25,833 shares as of .

Added: iShares Short Treasury Bond ETF (SHV)

Institute for Wealth Management, LLC. added to a holding in iShares Short Treasury Bond ETF by 46.18%. The purchase prices were between $110.71 and $111.02, with an estimated average price of $110.82. The stock is now traded at around $110.74. The impact to a portfolio due to this purchase was 0.25%. The holding were 27,670 shares as of .

Added: ProShares Ultra S&P500 (SSO)

Institute for Wealth Management, LLC. added to a holding in ProShares Ultra S&P500 by 36.47%. The purchase prices were between $80.91 and $137.11, with an estimated average price of $112.72. The stock is now traded at around $137.64. The impact to a portfolio due to this purchase was 0.16%. The holding were 18,701 shares as of .

Added: SPDR Dow Jones Industrial Average (DIA)

Institute for Wealth Management, LLC. added to a holding in SPDR Dow Jones Industrial Average by 160.40%. The purchase prices were between $208.09 and $275.27, with an estimated average price of $244.44. The stock is now traded at around $263.41. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,531 shares as of .

Sold Out: Raytheon Co (RTN)

Institute for Wealth Management, LLC. sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.

Sold Out: Essential Utilities Inc (A2A)

Institute for Wealth Management, LLC. sold out a holding in Essential Utilities Inc. The sale prices were between $34.55 and $40.8, with an estimated average price of $38.13.

Sold Out: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Institute for Wealth Management, LLC. sold out a holding in VanEck Vectors Fallen Angel High Yield Bond ETF. The sale prices were between $24.6 and $29.07, with an estimated average price of $27.22.

Sold Out: iShares Russell 2000 Value (IWN)

Institute for Wealth Management, LLC. sold out a holding in iShares Russell 2000 Value. The sale prices were between $74.11 and $108.63, with an estimated average price of $90.5.

Sold Out: WABCO Holdings Inc (WBC)

Institute for Wealth Management, LLC. sold out a holding in WABCO Holdings Inc. The sale prices were between $133.95 and $136.5, with an estimated average price of $135.16.

Sold Out: Match Group Inc (MTCH)

Institute for Wealth Management, LLC. sold out a holding in Match Group Inc. The sale prices were between $61.61 and $107.05, with an estimated average price of $83.1.



Here is the complete portfolio of Institute for Wealth Management, LLC.. Also check out:

1. Institute for Wealth Management, LLC.'s Undervalued Stocks
2. Institute for Wealth Management, LLC.'s Top Growth Companies, and
3. Institute for Wealth Management, LLC.'s High Yield stocks
4. Stocks that Institute for Wealth Management, LLC. keeps buying

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