A detailed history of Iht Wealth Management, LLC transactions in Hercules Capital, Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 67,362 shares of HTGC stock, worth $1.45 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
67,362
Previous 61,875 8.87%
Holding current value
$1.45 Million
Previous $1.22 Million 11.36%
% of portfolio
0.05%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$18.53 - $20.22 $101,674 - $110,947
5,487 Added 8.87%
67,362 $1.35 Million
Q3 2024

Nov 14, 2024

BUY
$17.71 - $21.67 $49,357 - $60,394
2,787 Added 4.72%
61,875 $1.22 Million
Q2 2024

Aug 14, 2024

BUY
$17.96 - $20.45 $121,373 - $138,201
6,758 Added 12.91%
59,088 $1.21 Million
Q1 2024

May 15, 2024

BUY
$16.67 - $18.77 $107,454 - $120,991
6,446 Added 14.05%
52,330 $965,000
Q4 2023

Feb 14, 2024

BUY
$15.09 - $16.93 $16,780 - $18,826
1,112 Added 2.48%
45,884 $764,000
Q3 2023

Nov 14, 2023

BUY
$14.86 - $18.02 $292,593 - $354,813
19,690 Added 78.5%
44,772 $735,000
Q2 2023

Aug 14, 2023

BUY
$12.38 - $15.08 $40,024 - $48,753
3,233 Added 14.8%
25,082 $371,000
Q1 2023

May 15, 2023

BUY
$11.56 - $16.24 $20,646 - $29,004
1,786 Added 8.9%
21,849 $281,000
Q4 2022

Feb 14, 2023

BUY
$11.59 - $14.93 $14,649 - $18,871
1,264 Added 6.72%
20,063 $265,000
Q3 2022

Nov 22, 2022

BUY
$11.45 - $25.47 $17,621 - $39,198
1,539 Added 8.92%
18,799 $218,000
Q2 2022

Aug 15, 2022

BUY
$12.82 - $18.91 $66,971 - $98,785
5,224 Added 43.4%
17,260 $233,000
Q1 2022

May 16, 2022

BUY
$16.56 - $18.23 $31,927 - $35,147
1,928 Added 19.07%
12,036 $217,000
Q4 2021

Feb 14, 2022

BUY
$16.14 - $18.07 $163,143 - $182,651
10,108 New
10,108 $168,000

Others Institutions Holding HTGC

About Hercules Capital, Inc.


  • Ticker HTGC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 127,239,000
  • Market Cap $2.73B
  • Description
  • Hercules Capital, Inc. is a business development company. The firm specializing in providing venture debt, debt, senior secured loans, and growth capital to privately held venture capital-backed companies at all stages of development from startups, to expansion stage including select publicly listed companies and select special opportunity lower...
More about HTGC
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.