Institute for Wealth Management, LLC.
Position in ICE — Intercontinental Exchange, Inc.
CIK 1533954
DENVER, CO
Position in ICE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$400,230
-$126,343 QoQ
Shares Held
3,251
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,074
of 1,650 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $5,586,490 across 10 Financial Data & Stock Exchanges names. ICE ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
8,700 | $1,921,221 | |
| 2 | MCO |
Moodys Corp /De/
|
2,146 | $971,966 | |
| 3 | MSCI |
MSCI Inc.
|
1,694 | $948,707 | |
| 4 | SPGI |
S&P Global Inc.
|
2,352 | $906,153 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
This page
|
3,251 | $400,230 | |
| 6 | FDS |
Factset Research Systems Inc
|
770 | $177,161 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
480 | $116,481 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
920 | $72,514 |
All Filings in ICE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,230 | 3,251 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $526,573 | 3,348 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $535,925 | 3,309 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $548,402 | 3,255 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $597,194 | 3,255 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $551,137 | 3,195 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $423,784 | 2,844 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $424,732 | 2,644 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $361,937 | 2,644 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $363,227 | 2,643 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $339,440 | 2,643 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $304,095 | 2,764 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $308,482 | 2,728 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $289,091 | 2,772 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $284,379 | 2,772 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $229,850 | 2,544 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $210,461 | 2,238 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $303,743 | 2,299 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $314,297 | 2,298 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $263,856 | 2,298 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $272,772 | 2,298 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $248,488 | 2,225 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $232,194 | 2,014 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||