Iht Wealth Management, LLC Invesco ETF Tr Ii Kbw Property Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii Kbw Property stock. As of the latest transaction made, Iht Wealth Management, LLC holds 2,301 shares of KBWP stock, worth $285,761. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,301

Previous 2,294 0.31%

Holding current value

$285,761

Previous $234,000 13.25%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$100.88 - $116.06 $706 - $812	7 Added 0.31%	2,301 $265,000
Q2 2024 Aug 14, 2024	BUY	$100.62 - $107.7 $704 - $753	7 Added 0.31%	2,294 $234,000
Q1 2024 May 15, 2024	BUY	$91.58 - $107.75 $915 - $1,077	10 Added 0.44%	2,287 $246,000
Q4 2023 Feb 14, 2024	BUY	$82.88 - $92.47 $188,717 - $210,554	2,277 New	2,277 $206,000
Q4 2021 Feb 14, 2022	SELL	$74.95 - $81.01 $366,055 - $395,652	-4,884 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$74.27 - $81.24 $2,525 - $2,762	34 Added 0.7%	4,884 $371,000
Q2 2021 Aug 16, 2021	SELL	$73.8 - $81.02 $357,930 - $392,947	-4,850 Reduced 50.0%	4,850 $370,000
Q1 2021 May 18, 2021	BUY	$65.26 - $76.93 $316,511 - $373,110	4,850 Added 100.0%	9,700 $728,000
Q1 2020 May 13, 2020	BUY	$45.28 - $75.86 $219,608 - $367,921	4,850 New	4,850 $258,000

Others Institutions Holding KBWP

# of Institutions

Shares Held

3.42M

Call Options Held

Put Options Held

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About INVESCO ETF TR II KBW PROPERTY

Ticker KBWP
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Invesco ETF Tr Ii Kbw Property Transaction History