Iht Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Iht Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$33.89 - $37.78 $239,466 - $266,953	-7,066 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$39.36 - $40.4 $95,605 - $98,131	-2,429 Reduced 25.58%	7,066 $283,000
Q3 2021 Nov 15, 2021	SELL	$39.5 - $40.38 $31,995 - $32,707	-810 Reduced 7.86%	9,495 $375,000
Q2 2021 Aug 16, 2021	BUY	$38.82 - $39.8 $69,914 - $71,679	1,801 Added 21.18%	10,305 $410,000
Q1 2021 May 18, 2021	BUY	$38.23 - $39.22 $102,112 - $104,756	2,671 Added 45.79%	8,504 $329,000

Q4 2020 Feb 17, 2021	BUY	$36.77 - $38.75 $1,103 - $1,162	30 Added 0.52%	5,833 $226,000
Q2 2020 Aug 14, 2020	BUY	$33.39 - $36.73 $193,762 - $213,144	5,803 New	5,803 $211,000

158

5.52M

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Iht Wealth Management, LLC with notifications on news.