Iht Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Iht Wealth Management, LLC holds 137,929 shares of CALF stock, worth $5.74 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
137,929
Previous 139,969 1.46%
Holding current value
$5.74 Million
Previous $5.25 Million 4.65%
% of portfolio
0.16%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$32.0 - $39.87 $65,280 - $81,334
-2,040 Reduced 1.46%
137,929 $5.49 Million
Q1 2025

May 15, 2025
SELL
$36.64 - $45.76 $188,219 - $235,069
-5,137 Reduced 3.54%
139,969 $5.25 Million
Q4 2024

Feb 14, 2025
BUY
$43.84 - $48.76 $1.92 Million - $2.14 Million
43,856 Added 43.31%
145,106 $6.39 Million
Q3 2024

Nov 14, 2024
BUY
$42.22 - $48.62 $490,976 - $565,401
11,629 Added 12.98%
101,250 $4.71 Million
Q2 2024

Aug 14, 2024
BUY
$43.12 - $48.83 $151,308 - $171,344
3,509 Added 4.07%
89,621 $3.9 Million
Q1 2024

May 15, 2024
BUY
$45.67 - $49.16 $928,242 - $999,176
20,325 Added 30.9%
86,112 $4.23 Million
Q4 2023

Feb 14, 2024
BUY
$39.26 - $48.89 $2.12 Million - $2.64 Million
54,002 Added 458.23%
65,787 $3.16 Million
Q3 2023

Nov 14, 2023
BUY
$39.65 - $43.9 $103,803 - $114,930
2,618 Added 28.56%
11,785 $491,000
Q2 2023

Aug 14, 2023
BUY
$35.81 - $40.7 $73,876 - $83,964
2,063 Added 29.04%
9,167 $373,000
Q1 2023

May 15, 2023
BUY
$35.55 - $41.37 $13,580 - $15,803
382 Added 5.68%
7,104 $270,000
Q4 2022

Feb 14, 2023
BUY
$33.6 - $39.4 $225,859 - $264,846
6,722 New
6,722 $241,000

Others Institutions Holding CALF

# of Institutions
453
Shares Held
75M
Call Options Held
9.4K
Put Options Held
0
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
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