Iht Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Iht Wealth Management, LLC holds 176,486 shares of BSV stock, worth $13.7 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

176,486

Previous 85,842 105.59%

Holding current value

$13.7 Million

Previous $6.58 Million 110.92%

% of portfolio

0.4%

Previous 0.25%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$76.38 - $78.87 $6.92 Million - $7.15 Million	90,644 Added 105.59%	176,486 $13.9 Million
Q2 2024 Aug 14, 2024	BUY	$75.81 - $76.76 $40,861 - $41,373	539 Added 0.63%	85,842 $6.58 Million
Q1 2024 May 15, 2024	BUY	$76.34 - $77.25 $107,715 - $108,999	1,411 Added 1.68%	85,303 $6.54 Million
Q4 2023 Feb 14, 2024	BUY	$74.64 - $77.03 $513,672 - $530,120	6,882 Added 8.94%	83,892 $6.46 Million
Q3 2023 Nov 14, 2023	BUY	$74.97 - $75.93 $267,792 - $271,221	3,572 Added 4.86%	77,010 $5.79 Million
Q2 2023 Aug 14, 2023	BUY	$75.52 - $76.97 $387,342 - $394,779	5,129 Added 7.51%	73,438 $5.55 Million
Q1 2023 May 15, 2023	BUY	$74.67 - $76.76 $2.42 Million - $2.49 Million	32,470 Added 90.6%	68,309 $5.22 Million
Q4 2022 Feb 14, 2023	BUY	$74.07 - $75.87 $2.21 Million - $2.26 Million	29,785 Added 491.99%	35,839 $2.7 Million
Q3 2022 Nov 22, 2022	SELL	$74.52 - $77.47 $3,353 - $3,486	-45 Reduced 0.74%	6,054 $453,000
Q2 2022 Aug 15, 2022	BUY	$75.68 - $77.74 $53,884 - $55,350	712 Added 13.22%	6,099 $468,000
Q1 2022 May 16, 2022	SELL	$77.66 - $80.73 $1,087 - $1,130	-14 Reduced 0.26%	5,387 $420,000
Q4 2021 Feb 14, 2022	SELL	$80.78 - $81.98 $192,498 - $195,358	-2,383 Reduced 30.61%	5,401 $437,000
Q3 2021 Nov 15, 2021	SELL	$81.9 - $82.4 $380,671 - $382,995	-4,648 Reduced 37.39%	7,784 $638,000
Q2 2021 Aug 16, 2021	BUY	$82.08 - $82.43 $174,009 - $174,751	2,120 Added 20.56%	12,432 $1.02 Million
Q1 2021 May 18, 2021	BUY	$82.08 - $82.89 $6,402 - $6,465	78 Added 0.76%	10,312 $848,000
Q4 2020 Feb 17, 2021	BUY	$82.67 - $82.96 $4,712 - $4,728	57 Added 0.56%	10,234 $848,000
Q3 2020 Nov 19, 2020	BUY	$82.96 - $83.3 $467,645 - $469,562	5,637 Added 124.16%	10,177 $845,000
Q2 2020 Aug 14, 2020	SELL	$81.78 - $83.12 $546,453 - $555,407	-6,682 Reduced 59.54%	4,540 $377,000
Q1 2020 May 13, 2020	BUY	$78.67 - $82.51 $5,821 - $6,105	74 Added 0.66%	11,222 $922,000
Q4 2019 Feb 18, 2020	SELL	$80.41 - $81.14 $34,335 - $34,646	-427 Reduced 3.69%	11,148 $899,000
Q3 2019 Nov 15, 2019	SELL	$80.39 - $80.84 $228,870 - $230,151	-2,847 Reduced 19.74%	11,575 $935,000
Q2 2019 Aug 12, 2019	SELL	N/A	-4,433 Reduced 23.51%	14,422 $1.16 Million
Q1 2019 May 16, 2019	SELL	N/A	-2,254 Reduced 10.68%	18,855 $1.5 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-624 Reduced 2.87%	21,109 $1.66 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,276 Added 11.7%	21,733 $1.7 Million
Q2 2018 Aug 13, 2018	BUY	N/A	1,097 Added 5.97%	19,457 $1.52 Million
Q1 2018 May 15, 2018	BUY	N/A	563 Added 3.16%	18,360 $1.44 Million
Q4 2017 Feb 14, 2018	BUY	N/A	424 Added 2.44%	17,797 $1.41 Million
Q3 2017 Nov 14, 2017	BUY	N/A	17,373	17,373 $1.39 Million

Others Institutions Holding BSV

# of Institutions

1,242

Shares Held

376M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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Iht Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History