Iht Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iht Wealth Management, LLC

  • $2.62 Billion
  • Q2 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$31.15 - $43.7 $52,923 - $74,246
1,699 Added 22.16%
9,365 $294,000
Q2 2023

Aug 14, 2023
BUY
$34.03 - $40.86 $29,469 - $35,384
866 Added 12.74%
7,666 $307,000
Q1 2023

May 15, 2023
SELL
$36.3 - $48.21 $2,395 - $3,181
-66 Reduced 0.96%
6,800 $274,000
Q4 2022

Feb 14, 2023
SELL
$36.32 - $52.3 $6,610 - $9,518
-182 Reduced 2.58%
6,866 $263,000
Q3 2022

Nov 22, 2022
BUY
$45.37 - $64.82 $64,697 - $92,433
1,426 Added 25.36%
7,048 $340,000
Q2 2022

Aug 15, 2022
SELL
$42.19 - $68.38 $18,690 - $30,292
-443 Reduced 7.3%
5,622 $257,000
Q1 2022

May 16, 2022
SELL
$50.93 - $72.96 $32,697 - $46,840
-642 Reduced 9.57%
6,065 $395,000
Q4 2021

Feb 14, 2022
SELL
$68.87 - $95.56 $77,065 - $106,931
-1,119 Reduced 14.3%
6,707 $479,000
Q3 2021

Nov 15, 2021
SELL
$73.5 - $92.23 $1.1 Million - $1.38 Million
-14,959 Reduced 65.65%
7,826 $604,000
Q2 2021

Aug 16, 2021
BUY
$71.8 - $99.25 $1.64 Million - $2.26 Million
22,785 New
22,785 $2.12 Million

Others Institutions Holding PBW

# of Institutions
149
Shares Held
3.55M
Call Options Held
5.7K
Put Options Held
10.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PBW Quotes by TradingView
  • Ticker PBW
  • Sector ETFs
  • Industry ETFs
More about PBW
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email