Iht Wealth Management, LLC Invesco S&P Smallcap Health Ca Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Invesco S&P Smallcap Health Ca stock. As of the latest transaction made, Iht Wealth Management, LLC holds 17,076 shares of PSCH stock, worth $813,159. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,076
Previous 13,799 23.75%
Holding current value
$813,159
Previous $587,000 34.24%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$42.04 - $47.22 $137,765 - $154,739
3,277 Added 23.75%
17,076 $788,000
Q2 2024

Aug 14, 2024
BUY
$40.05 - $43.7 $56,510 - $61,660
1,411 Added 11.39%
13,799 $587,000
Q1 2024

May 15, 2024
BUY
$40.85 - $43.83 $506,049 - $542,966
12,388 New
12,388 $541,000
Q4 2022

Feb 14, 2023
SELL
$42.78 - $142.5 $2,139 - $7,125
-50 Reduced 2.23%
2,197 $289,000
Q2 2022

Aug 15, 2022
BUY
$126.33 - $165.01 $4,421 - $5,775
35 Added 1.58%
2,247 $307,000
Q1 2022

May 16, 2022
SELL
$149.24 - $180.53 $67,904 - $82,141
-455 Reduced 17.06%
2,212 $356,000
Q4 2021

Feb 14, 2022
BUY
$167.4 - $192.45 $189,162 - $217,468
1,130 Added 73.52%
2,667 $479,000
Q3 2021

Nov 15, 2021
BUY
$180.69 - $195.53 $277,720 - $300,529
1,537 New
1,537 $281,000
Q2 2021

Aug 16, 2021
SELL
$176.44 - $198.17 $201,141 - $225,913
-1,140 Closed
0 $0
Q1 2021

May 18, 2021
BUY
$170.37 - $197.88 $194,221 - $225,583
1,140 New
1,140 $210,000

Others Institutions Holding PSCH

# of Institutions
86
Shares Held
894K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP HEALTH CA

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