Iht Wealth Management, LLC Invesco Actively Mngd ETF Tr U Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$49.9 - $50.37 $5.65 Million - $5.7 Million	113,130 Added 1604.23%	120,182 $6.03 Million
Q2 2024 Aug 14, 2024	BUY	$49.77 - $50.09 $47,629 - $47,936	957 Added 15.7%	7,052 $351,000
Q1 2024 May 15, 2024	BUY	$49.76 - $50.02 $303,287 - $304,871	6,095 New	6,095 $304,000
Q2 2023 Aug 14, 2023	BUY	$49.57 - $49.81 $218,901 - $219,960	4,416 New	4,416 $219,000
Q4 2022 Feb 14, 2023	BUY	$49.23 - $49.58 $2,658 - $2,677	54 Added 1.16%	4,701 $232,000
Q3 2022 Nov 22, 2022	BUY	$49.39 - $49.66 $229,515 - $230,770	4,647 New	4,647 $230,000
Q1 2022 May 16, 2022	SELL	$49.8 - $50.28 $223,900 - $226,058	-4,496 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$50.27 - $50.46 $15,231 - $15,289	303 Added 7.23%	4,496 $226,000
Q3 2021 Nov 15, 2021	BUY	$50.45 - $50.5 $5,297 - $5,302	105 Added 2.57%	4,193 $212,000
Q2 2021 Aug 16, 2021	SELL	$50.46 - $50.52 $16,449 - $16,469	-326 Reduced 7.39%	4,088 $206,000
Q1 2021 May 18, 2021	BUY	$50.47 - $50.59 $4,845 - $4,856	96 Added 2.22%	4,414 $223,000
Q4 2020 Feb 17, 2021	BUY	$50.52 - $50.58 $12,680 - $12,695	251 Added 6.17%	4,318 $218,000
Q3 2020 Nov 19, 2020	BUY	$50.44 - $50.57 $2,168 - $2,174	43 Added 1.07%	4,067 $205,000
Q2 2020 Aug 14, 2020	BUY	$49.35 - $50.46 $198,584 - $203,051	4,024 New	4,024 $203,000

Others Institutions Holding GSY

# of Institutions

270

Shares Held

33.4M

Call Options Held

0

Put Options Held

0

About INVESCO ACTIVELY MNGD ETF TR U

Ticker GSY
Sector ETFs
Industry ETFs

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.