Iht Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,968 shares of LGLV stock, worth $1.39 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,968

Previous 5,228 52.41%

Holding current value

$1.39 Million

Previous $863,000 60.6%

% of portfolio

0.05%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$162.48 - $175.37 $445,195 - $480,513	2,740 Added 52.41%	7,968 $1.39 Million
Q4 2024 Feb 14, 2025	SELL	$164.89 - $177.66 $911,841 - $982,459	-5,530 Reduced 51.4%	5,228 $863,000
Q3 2024 Nov 14, 2024	SELL	$151.63 - $169.74 $152,994 - $171,267	-1,009 Reduced 8.57%	10,758 $1.82 Million
Q2 2024 Aug 14, 2024	SELL	$147.68 - $155.59 $52,574 - $55,390	-356 Reduced 2.94%	11,767 $1.8 Million
Q1 2024 May 15, 2024	BUY	$144.21 - $155.74 $41,099 - $44,385	285 Added 2.41%	12,123 $1.89 Million
Q4 2023 Feb 14, 2024	BUY	$130.07 - $145.59 $276,658 - $309,669	2,127 Added 21.9%	11,838 $1.72 Million
Q3 2023 Nov 14, 2023	BUY	$133.53 - $143.85 $63,827 - $68,760	478 Added 5.18%	9,711 $1.3 Million
Q2 2023 Aug 14, 2023	SELL	$133.6 - $140.61 $882,428 - $928,729	-6,605 Reduced 41.7%	9,233 $1.3 Million
Q1 2023 May 15, 2023	BUY	$130.44 - $140.63 $15,783 - $17,016	121 Added 0.77%	15,838 $2.17 Million
Q4 2022 Feb 14, 2023	BUY	$122.6 - $141.03 $173,601 - $199,698	1,416 Added 9.9%	15,717 $2.13 Million
Q3 2022 Nov 22, 2022	BUY	$123.39 - $143.89 $39,484 - $46,044	320 Added 2.29%	14,301 $1.77 Million
Q2 2022 Aug 15, 2022	BUY	$124.76 - $146.81 $19,088 - $22,461	153 Added 1.11%	13,981 $1.83 Million
Q1 2022 May 16, 2022	BUY	$132.75 - $149.18 $419,622 - $471,557	3,161 Added 29.63%	13,828 $1.99 Million
Q4 2021 Feb 14, 2022	BUY	$133.85 - $150.71 $15,928 - $17,934	119 Added 1.13%	10,667 $1.61 Million
Q3 2021 Nov 15, 2021	SELL	$133.4 - $142.58 $30,815 - $32,935	-231 Reduced 2.14%	10,548 $1.41 Million
Q2 2021 Aug 16, 2021	BUY	$126.3 - $135.02 $11,619 - $12,421	92 Added 0.86%	10,779 $1.44 Million
Q1 2021 May 18, 2021	SELL	$115.39 - $126.42 $45,694 - $50,062	-396 Reduced 3.57%	10,687 $1.34 Million
Q4 2020 Feb 17, 2021	BUY	$105.25 - $120.39 $48,941 - $55,981	465 Added 4.38%	11,083 $1.33 Million
Q3 2020 Nov 19, 2020	BUY	$101.36 - $112.97 $1.08 Million - $1.2 Million	10,618 New	10,618 $1.15 Million

Others Institutions Holding LGLV

# of Institutions

185

Shares Held

4.41M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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Iht Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History