Iht Wealth Management, LLC Goldman Sachs Access Treasury Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$99.65 - $100.12 $111,807 - $112,334	-1,122 Reduced 22.81%	3,796 $380,000
Q2 2023 Aug 14, 2023	BUY	$99.68 - $100.11 $490,226 - $492,340	4,918 New	4,918 $492,000
Q2 2022 Aug 15, 2022	SELL	$99.74 - $100.0 $547,572 - $549,000	-5,490 Reduced 47.88%	5,975 $597,000
Q1 2022 May 16, 2022	SELL	$99.92 - $100.05 $24,980 - $25,012	-250 Reduced 2.13%	11,465 $1.15 Million
Q4 2021 Feb 14, 2022	BUY	$100.04 - $100.09 $402,961 - $403,162	4,028 Added 52.4%	11,715 $1.17 Million
Q3 2021 Nov 15, 2021	SELL	$100.08 - $100.11 $131,204 - $131,244	-1,311 Reduced 14.57%	7,687 $769,000
Q2 2021 Aug 16, 2021	BUY	$100.1 - $100.14 $32,432 - $32,445	324 Added 3.74%	8,998 $901,000
Q1 2021 May 18, 2021	BUY	$100.12 - $100.14 $868,440 - $868,614	8,674 New	8,674 $869,000
Q3 2020 Nov 19, 2020	SELL	$100.42 - $100.47 $1.06 Million - $1.06 Million	-10,548 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$100.48 - $100.68 $185,486 - $185,855	1,846 Added 21.21%	10,548 $1.06 Million
Q1 2020 May 13, 2020	SELL	$100.17 - $100.81 $32,455 - $32,662	-324 Reduced 3.59%	8,702 $877,000
Q4 2019 Feb 18, 2020	BUY	$100.12 - $100.46 $113,936 - $114,323	1,138 Added 14.43%	9,026 $904,000
Q3 2019 Nov 15, 2019	BUY	$100.24 - $100.38 $15,036 - $15,057	150 Added 1.94%	7,888 $792,000
Q2 2019 Aug 12, 2019	SELL	N/A	-5,212 Reduced 40.25%	7,738 $777,000
Q1 2019 May 16, 2019	BUY	N/A	12,950 New	12,950 $1.3 Million

Others Institutions Holding GBIL

# of Institutions

327

Shares Held

45M

Call Options Held

0

Put Options Held

0

About GOLDMAN SACHS ACCESS TREASURY

Ticker GBIL
Sector ETFs
Industry ETFs

More about GBIL

Track This Portfolio

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.