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

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,251 shares of KRE stock, worth $754,171. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,251

Previous 15,040 18.54%

Holding current value

$754,171

Previous $907,000 23.26%

% of portfolio

0.02%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$55.11 - $65.5 $153,701 - $182,679	-2,789 Reduced 18.54%	12,251 $696,000
Q4 2024 Feb 14, 2025	BUY	$54.6 - $68.9 $258,694 - $326,448	4,738 Added 45.99%	15,040 $907,000
Q3 2024 Nov 14, 2024	SELL	$47.94 - $59.23 $251,397 - $310,602	-5,244 Reduced 33.73%	10,302 $583,000
Q2 2024 Aug 14, 2024	BUY	$45.75 - $51.19 $96,578 - $108,062	2,111 Added 15.71%	15,546 $763,000
Q1 2024 May 15, 2024	SELL	$46.83 - $53.0 $83,872 - $94,923	-1,791 Reduced 11.76%	13,435 $675,000
Q4 2023 Feb 14, 2024	SELL	$38.57 - $53.82 $83,619 - $116,681	-2,168 Reduced 12.46%	15,226 $798,000
Q3 2023 Nov 14, 2023	SELL	$40.59 - $49.04 $780,383 - $942,843	-19,226 Reduced 52.5%	17,394 $726,000
Q2 2023 Aug 14, 2023	BUY	$36.08 - $44.59 $622,776 - $769,667	17,261 Added 89.16%	36,620 $1.5 Million
Q1 2023 May 15, 2023	BUY	$42.24 - $64.79 $180,913 - $277,495	4,283 Added 28.41%	19,359 $849,000
Q4 2022 Feb 14, 2023	SELL	$56.83 - $65.49 $63,592 - $73,283	-1,119 Reduced 6.91%	15,076 $885,000
Q3 2022 Nov 22, 2022	SELL	$56.83 - $68.54 $100,020 - $120,630	-1,760 Reduced 9.8%	16,195 $954,000
Q2 2022 Aug 15, 2022	SELL	$56.85 - $68.24 $7,731 - $9,280	-136 Reduced 0.75%	17,955 $1.04 Million
Q1 2022 May 16, 2022	BUY	$67.01 - $78.78 $223,746 - $263,046	3,339 Added 22.63%	18,091 $1.25 Million
Q4 2021 Feb 14, 2022	SELL	$66.81 - $75.45 $1,870 - $2,112	-28 Reduced 0.19%	14,752 $1.05 Million
Q3 2021 Nov 15, 2021	BUY	$59.87 - $68.61 $16,643 - $19,073	278 Added 1.92%	14,780 $1 Million
Q2 2021 Aug 16, 2021	BUY	$63.66 - $71.33 $43,861 - $49,146	689 Added 4.99%	14,502 $950,000
Q1 2021 May 18, 2021	SELL	$51.71 - $71.1 $53,674 - $73,801	-1,038 Reduced 6.99%	13,813 $916,000
Q4 2020 Feb 17, 2021	SELL	$35.92 - $51.95 $28,161 - $40,728	-784 Reduced 5.01%	14,851 $771,000
Q3 2020 Nov 19, 2020	BUY	$33.9 - $41.18 $305 - $370	9 Added 0.06%	15,635 $558,000
Q2 2020 Aug 14, 2020	SELL	$29.52 - $46.02 $55,881 - $87,115	-1,893 Reduced 10.81%	15,626 $600,000
Q1 2020 May 13, 2020	SELL	$28.13 - $58.41 $46,386 - $96,318	-1,649 Reduced 8.6%	17,519 $571,000
Q4 2019 Feb 18, 2020	SELL	$50.18 - $59.22 $133,127 - $157,110	-2,653 Reduced 12.16%	19,168 $1.12 Million
Q3 2019 Nov 15, 2019	SELL	$52.26 - $54.6 $423,306 - $442,260	-8,100 Reduced 27.07%	21,821 $1.15 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-4,477 Reduced 13.02%	29,921 $1.6 Million
Q1 2019 May 16, 2019	SELL	N/A	-8,264 Reduced 19.37%	34,398 $1.77 Million
Q4 2018 Feb 15, 2019	BUY	N/A	16,295 Added 61.8%	42,662 $2 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,867 Added 12.2%	26,367 $1.57 Million
Q2 2018 Aug 13, 2018	BUY	N/A	12,250 Added 108.89%	23,500 $1.43 Million
Q1 2018 May 15, 2018	BUY	N/A	4,947 Added 78.49%	11,250 $666,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,774 Added 39.17%	6,303 $376,000
Q3 2017 Nov 14, 2017	BUY	N/A	4,529	4,529 $257,000

Others Institutions Holding KRE

# of Institutions

642

Shares Held

87.2M

Call Options Held

32.5M

Put Options Held

62.8M

View Full List

About SPDR S&P REGIONAL BANKING ETF

Ticker KRE
Sector ETFs
Industry ETFs

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