Iht Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Iht Wealth Management, LLC holds 47,543 shares of LMBS stock, worth $2.32 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

47,543

Previous 42,664 11.44%

Holding current value

$2.32 Million

Previous $2.08 Million 12.57%

% of portfolio

0.08%

Previous 0.07%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$48.31 - $49.23 $235,704 - $240,193	4,879 Added 11.44%	47,543 $2.34 Million
Q4 2024 Feb 14, 2025	BUY	$48.48 - $49.47 $1.42 Million - $1.45 Million	29,370 Added 220.93%	42,664 $2.08 Million
Q3 2024 Nov 14, 2024	SELL	$47.95 - $49.61 $46,319 - $47,923	-966 Reduced 6.77%	13,294 $656,000
Q2 2024 Aug 14, 2024	SELL	$47.58 - $48.41 $38,634 - $39,308	-812 Reduced 5.39%	14,260 $685,000
Q1 2024 May 15, 2024	BUY	$47.95 - $48.49 $4,267 - $4,315	89 Added 0.59%	15,072 $727,000
Q4 2023 Feb 14, 2024	SELL	$46.58 - $48.36 $667,025 - $692,515	-14,320 Reduced 48.87%	14,983 $723,000
Q3 2023 Nov 14, 2023	BUY	$47.15 - $47.94 $200,434 - $203,792	4,251 Added 16.97%	29,303 $1.38 Million
Q2 2023 Aug 14, 2023	BUY	$47.5 - $48.33 $112,717 - $114,687	2,373 Added 10.46%	25,052 $1.19 Million
Q1 2023 May 15, 2023	BUY	$47.34 - $48.21 $40,949 - $41,701	865 Added 3.97%	22,679 $1.09 Million
Q4 2022 Feb 14, 2023	SELL	$46.64 - $47.85 $151,953 - $155,895	-3,258 Reduced 12.99%	21,814 $1.03 Million
Q3 2022 Nov 22, 2022	SELL	$47.35 - $48.58 $28,930 - $29,682	-611 Reduced 2.38%	25,072 $1.19 Million
Q2 2022 Aug 15, 2022	SELL	$47.98 - $48.96 $69,810 - $71,236	-1,455 Reduced 5.36%	25,683 $1.24 Million
Q1 2022 May 16, 2022	BUY	$48.85 - $50.03 $197,060 - $201,821	4,034 Added 17.46%	27,138 $1.33 Million
Q4 2021 Feb 14, 2022	SELL	$49.97 - $50.67 $13,991 - $14,187	-280 Reduced 1.2%	23,104 $1.16 Million
Q3 2021 Nov 15, 2021	SELL	$50.52 - $50.94 $7,780 - $7,844	-154 Reduced 0.65%	23,384 $1.18 Million
Q2 2021 Aug 16, 2021	BUY	$50.83 - $51.19 $50,016 - $50,370	984 Added 4.36%	23,538 $1.2 Million
Q1 2021 May 18, 2021	SELL	$51.0 - $51.58 $7.83 Million - $7.92 Million	-153,608 Reduced 87.2%	22,554 $1.15 Million
Q4 2020 Feb 17, 2021	BUY	$51.39 - $51.73 $8.25 Million - $8.3 Million	160,500 Added 1024.77%	176,162 $9.07 Million
Q3 2020 Nov 19, 2020	SELL	$51.62 - $51.89 $389,885 - $391,925	-7,553 Reduced 32.53%	15,662 $809,000
Q2 2020 Aug 14, 2020	SELL	$51.33 - $51.83 $30,336 - $30,631	-591 Reduced 2.48%	23,215 $1.2 Million
Q1 2020 May 13, 2020	SELL	$49.9 - $52.72 $23,702 - $25,042	-475 Reduced 1.96%	23,806 $1.21 Million
Q4 2019 Feb 18, 2020	SELL	$51.73 - $52.15 $220,576 - $222,367	-4,264 Reduced 14.94%	24,281 $1.26 Million
Q3 2019 Nov 15, 2019	SELL	$51.68 - $52.09 $1.06 Million - $1.07 Million	-20,561 Reduced 41.87%	28,545 $1.48 Million
Q2 2019 Aug 12, 2019	BUY	$51.22 - $51.68 $1.05 Million - $1.06 Million	20,509 Added 71.72%	49,106 $2.54 Million
Q1 2019 May 16, 2019	BUY	$51.01 - $51.34 $137,012 - $137,899	2,686 Added 10.37%	28,597 $1.47 Million
Q4 2018 Feb 15, 2019	BUY	$50.81 - $51.07 $930,077 - $934,836	18,305 Added 240.67%	25,911 $1.32 Million
Q3 2018 Nov 14, 2018	SELL	$50.94 - $51.29 $40,802 - $41,083	-801 Reduced 9.53%	7,606 $388,000
Q2 2018 Aug 13, 2018	SELL	$51.03 - $51.43 $345,371 - $348,078	-6,768 Reduced 44.6%	8,407 $430,000
Q1 2018 May 15, 2018	BUY	$51.29 - $51.74 $504,898 - $509,328	9,844 Added 184.66%	15,175 $780,000
Q4 2017 Feb 14, 2018	BUY	$51.63 - $52.04 $40,684 - $41,007	788 Added 17.35%	5,331 $275,000
Q3 2017 Nov 14, 2017	BUY	$51.97 - $51.99 $236,099 - $236,190	4,543	4,543 $236,000

Others Institutions Holding LMBS

# of Institutions

452

Shares Held

82.1M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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 First Tr ETF Fd Iv First Tr Lo Transaction History