IFWM
Institute for Wealth Management’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
12,828
-3,202
| -20% | -$555K | 0.25% | 86 |
|
|
2025
Q1 | $2.35M | Buy |
16,030
+250
| +2% | +$36.7K | 0.3% | 77 |
|
|
2024
Q4 | $2.79M | Buy |
15,780
+219
| +1% | +$38.8K | 0.35% | 59 |
|
|
2024
Q3 | $2.43M | Buy |
15,561
+879
| +6% | +$137K | 0.31% | 70 |
|
|
2024
Q2 | $1.96M | Buy |
14,682
+881
| +6% | +$117K | 0.26% | 82 |
|
|
2024
Q1 | $1.84M | Buy |
+13,801
| New | +$1.84M | 0.24% | 91 |
|