Iht Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 131,480 shares of MDYV stock, worth $9.59 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
131,480
Previous 129,270 1.71%
Holding current value
$9.59 Million
Previous $9.49 Million 5.35%
% of portfolio
0.39%
Previous 0.43%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$70.29 - $76.0 $155,340 - $167,960
2,210 Added 1.71%
131,480 $9.99 Million
Q4 2023

Feb 14, 2024
SELL
$59.86 - $74.11 $227,408 - $281,543
-3,799 Reduced 2.85%
129,270 $9.49 Million
Q3 2023

Nov 14, 2023
BUY
$63.95 - $71.85 $7.52 Million - $8.45 Million
117,659 Added 763.52%
133,069 $8.63 Million
Q2 2023

Aug 14, 2023
BUY
$62.86 - $68.78 $22,001 - $24,073
350 Added 2.32%
15,410 $1.06 Million
Q1 2023

May 15, 2023
SELL
$62.53 - $74.6 $28.7 Million - $34.2 Million
-458,281 Reduced 96.82%
15,060 $995,000
Q4 2022

Feb 14, 2023
BUY
$63.27 - $68.57 $28.7 Million - $31.1 Million
453,325 Added 2264.81%
473,341 $30.6 Million
Q3 2022

Nov 22, 2022
BUY
N/A
6,808 Added 51.54%
20,016 $1.16 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-342,527 Reduced 96.29%
13,208 $799,000
Q1 2022

May 16, 2022
BUY
N/A
297,399 Added 509.8%
355,735 $25 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-123,555 Reduced 67.93%
58,336 $4.15 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-31,492 Reduced 14.76%
181,891 $12 Million
Q2 2021

Aug 16, 2021
BUY
N/A
5,799 Added 2.79%
213,383 $14.4 Million
Q1 2021

May 18, 2021
BUY
N/A
194,911 Added 1538.0%
207,584 $13.6 Million
Q4 2020

Feb 17, 2021
BUY
N/A
1,022 Added 8.77%
12,673 $703,000
Q3 2020

Nov 19, 2020
BUY
N/A
4,580 Added 64.77%
11,651 $506,000
Q2 2020

Aug 14, 2020
BUY
N/A
7,071 New
7,071 $301,000

Others Institutions Holding MDYV

# of Institutions
362
Shares Held
26.8M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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