Iht Wealth Management, LLC Ishares Tr Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,122 shares of IEO stock, worth $912,564. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,122

Previous 5,715 59.62%

Holding current value

$912,564

Previous $532,000 83.27%

% of portfolio

0.04%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$87.76 - $106.97 $298,998 - $364,446	3,407 Added 59.62%	9,122 $975,000
Q4 2023 Feb 14, 2024	BUY	$89.35 - $102.39 $510,635 - $585,158	5,715 New	5,715 $532,000
Q2 2018 Aug 13, 2018	SELL	$61.7 - $77.17 $74,595 - $93,298	-1,209 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$59.09 - $70.13 $19,026 - $22,581	322 Added 36.3%	1,209 $75,000
Q4 2017 Feb 14, 2018	BUY	$56.9 - $65.65 $50,470 - $58,231	887	887 $60,000

Others Institutions Holding IEO

# of Institutions

186

Shares Held

2.87M

Call Options Held

50.6K

Put Options Held

49.8K

View Full List

About ISHARES TR

Ticker IEO
Sector ETFs
Industry ETFs

More about IEO

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.

Account

Iht Wealth Management, LLC Ishares Tr Transaction History