Iht Wealth Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Iht Wealth Management, LLC

  • $2.62 Billion
  • Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Iht Wealth Management, LLC holds 56,561 shares of MOAT stock, worth $4.86 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
56,561
Previous 55,955 1.08%
Holding current value
$4.86 Million
Previous $5.03 Million 2.62%
% of portfolio
0.19%
Previous 0.19%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$83.97 - $89.72 $50,885 - $54,370
606 Added 1.08%
56,561 $4.9 Million
Q1 2024

May 15, 2024
BUY
$82.58 - $89.9 $547,753 - $596,306
6,633 Added 13.45%
55,955 $5.03 Million
Q4 2023

Feb 14, 2024
BUY
$70.71 - $85.3 $312,326 - $376,770
4,417 Added 9.84%
49,322 $4.19 Million
Q3 2023

Nov 14, 2023
BUY
$74.88 - $83.28 $1.07 Million - $1.19 Million
14,290 Added 46.68%
44,905 $3.41 Million
Q2 2023

Aug 14, 2023
SELL
$72.17 - $80.16 $226,252 - $251,301
-3,135 Reduced 9.29%
30,615 $2.44 Million
Q1 2023

May 15, 2023
BUY
$65.24 - $76.13 $294,689 - $343,879
4,517 Added 15.45%
33,750 $2.49 Million
Q4 2022

Feb 14, 2023
SELL
$60.7 - $69.78 $479,833 - $551,610
-7,905 Reduced 21.29%
29,233 $1.9 Million
Q3 2022

Nov 22, 2022
SELL
N/A
-751 Reduced 1.98%
37,138 $2.23 Million
Q2 2022

Aug 15, 2022
BUY
N/A
21,445 Added 130.41%
37,889 $2.42 Million
Q1 2022

May 16, 2022
SELL
N/A
-37,318 Reduced 69.41%
16,444 $1.23 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-3,888 Reduced 6.74%
53,762 $4.09 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-46,237 Reduced 44.51%
57,650 $4.22 Million
Q2 2021

Aug 16, 2021
BUY
N/A
50,725 Added 95.42%
103,887 $7.69 Million
Q1 2021

May 18, 2021
SELL
N/A
-3,826 Reduced 6.71%
53,162 $3.68 Million
Q4 2020

Feb 17, 2021
BUY
N/A
1,570 Added 2.83%
56,988 $3.53 Million
Q3 2020

Nov 19, 2020
BUY
N/A
55,418 New
55,418 $3.03 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-54,159 Closed
0 $0
Q1 2020

May 13, 2020
BUY
N/A
5,256 Added 10.75%
54,159 $2.37 Million
Q4 2019

Feb 18, 2020
BUY
N/A
1,093 Added 2.29%
48,903 $2.68 Million
Q3 2019

Nov 15, 2019
SELL
N/A
-627 Reduced 1.29%
47,810 $2.4 Million
Q2 2019

Aug 12, 2019
BUY
N/A
3,018 Added 6.64%
48,437 $2.33 Million
Q1 2019

May 16, 2019
BUY
N/A
4,551 Added 11.14%
45,419 $2.12 Million
Q4 2018

Feb 15, 2019
BUY
N/A
34,963 Added 592.09%
40,868 $1.68 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-75 Reduced 1.25%
5,905 $276,000
Q2 2018

Aug 13, 2018
BUY
N/A
213 Added 3.69%
5,980 $260,000
Q1 2018

May 15, 2018
BUY
N/A
219 Added 3.95%
5,767 $234,000
Q4 2017

Feb 14, 2018
BUY
N/A
5,548
5,548 $242,000

Others Institutions Holding MOAT

# of Institutions
681
Shares Held
96.6M
Call Options Held
29.5K
Put Options Held
5.4K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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