A detailed history of Iht Wealth Management, LLC transactions in Invesco Et Sf Idxd Fd Tr Bulle stock. As of the latest transaction made, Iht Wealth Management, LLC holds 179,505 shares of BSJP stock, worth $4.15 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
179,505
Previous 154,730 16.01%
Holding current value
$4.15 Million
Previous $3.55 Million 15.8%
% of portfolio
0.16%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$22.87 - $23.06 $566,604 - $571,311
24,775 Added 16.01%
179,505 $4.11 Million
Q1 2024

May 15, 2024

SELL
$22.69 - $22.98 $40,932 - $41,455
-1,804 Reduced 1.15%
154,730 $3.55 Million
Q4 2023

Feb 14, 2024

BUY
$22.23 - $22.92 $122,576 - $126,380
5,514 Added 3.65%
156,534 $3.56 Million
Q3 2023

Nov 14, 2023

SELL
$22.43 - $22.73 $174,325 - $176,657
-7,772 Reduced 4.89%
151,020 $3.39 Million
Q2 2023

Aug 14, 2023

SELL
$22.27 - $22.59 $140,679 - $142,701
-6,317 Reduced 3.83%
158,792 $3.58 Million
Q1 2023

May 15, 2023

BUY
$22.04 - $22.71 $616,238 - $634,971
27,960 Added 20.39%
165,109 $3.71 Million
Q4 2022

Feb 14, 2023

SELL
$21.71 - $22.55 $635,386 - $659,970
-29,267 Reduced 17.59%
137,149 $3.03 Million
Q3 2022

Nov 22, 2022

BUY
$21.67 - $23.09 $2.08 Million - $2.22 Million
96,038 Added 136.46%
166,416 $3.62 Million
Q2 2022

Aug 15, 2022

SELL
$21.93 - $23.86 $81,667 - $88,854
-3,724 Reduced 5.03%
70,378 $1.55 Million
Q1 2022

May 16, 2022

BUY
$23.3 - $24.53 $1.73 Million - $1.82 Million
74,102 New
74,102 $1.76 Million

Others Institutions Holding BSJP

About INVESCO ET SF IDXD FD TR BULLE


  • Ticker BSJP
  • Sector ETFs
  • Industry ETFs
More about BSJP
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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