Iht Wealth Management, LLC Spdr S&P Insurance ETF Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$38.14 - $40.88 $4,157 - $4,455	109 Added 2.12%	5,242 $214,000
Q1 2023 May 15, 2023	SELL	$37.44 - $44.1 $183,680 - $216,354	-4,906 Reduced 48.87%	5,133 $202,000
Q4 2022 Feb 14, 2023	BUY	$39.99 - $42.63 $401,459 - $427,962	10,039 New	10,039 $411,000
Q2 2022 Aug 15, 2022	SELL	N/A	-7,395 Closed	0 $0
Q1 2022 May 16, 2022	SELL	N/A	-33 Reduced 0.44%	7,395 $311,000

Q4 2021 Feb 14, 2022	BUY	N/A	2,078 Added 38.84%	7,428 $300,000
Q3 2021 Nov 15, 2021	BUY	N/A	5,350 New	5,350 $202,000
Q2 2018 Aug 13, 2018	SELL	N/A	-573 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	97 Added 20.38%	573 $17,000
Q4 2017 Feb 14, 2018	BUY	N/A	367 Added 336.7%	476 $15,000
Q3 2017 Nov 14, 2017	BUY	N/A	109	109 $10,000

Others Institutions Holding KIE

# of Institutions

150

Shares Held

11.9M

Call Options Held

47.5K

Put Options Held

1.22M

About SPDR S&P INSURANCE ETF

Ticker KIE
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