Iht Wealth Management, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$21.05 - $21.46 $619,669 - $631,739	-29,438 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$21.45 - $21.68 $5,233 - $5,289	244 Added 0.84%	29,438 $632,000
Q3 2021 Nov 15, 2021	BUY	$21.67 - $21.74 $56,146 - $56,328	2,591 Added 9.74%	29,194 $633,000
Q2 2021 Aug 16, 2021	BUY	$21.71 - $21.79 $19,061 - $19,131	878 Added 3.41%	26,603 $578,000
Q1 2021 May 18, 2021	BUY	$21.73 - $21.89 $45,089 - $45,421	2,075 Added 8.77%	25,725 $560,000
Q4 2020 Feb 17, 2021	SELL	$21.81 - $21.9 $1,286 - $1,292	-59 Reduced 0.25%	23,650 $518,000
Q3 2020 Nov 19, 2020	BUY	$21.78 - $21.92 $34,477 - $34,699	1,583 Added 7.15%	23,709 $517,000
Q2 2020 Aug 14, 2020	BUY	$20.47 - $21.83 $9,641 - $10,281	471 Added 2.18%	22,126 $481,000
Q1 2020 May 13, 2020	BUY	$18.29 - $21.72 $9,419 - $11,185	515 Added 2.44%	21,655 $449,000
Q4 2019 Feb 18, 2020	BUY	$21.23 - $21.39 $15,476 - $15,593	729 Added 3.57%	21,140 $450,000
Q3 2019 Nov 15, 2019	BUY	$21.08 - $21.4 $97,136 - $98,611	4,608 Added 29.16%	20,411 $435,000
Q2 2019 Aug 12, 2019	SELL	$20.72 - $21.2 $10,732 - $10,981	-518 Reduced 3.17%	15,803 $334,000
Q1 2019 May 16, 2019	BUY	$20.15 - $20.85 $328,868 - $340,292	16,321 New	16,321 $339,000

Others Institutions Holding BSCN

# of Institutions

23

Shares Held

990K

Call Options Held

0

Put Options Held

0

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