Iht Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Iht Wealth Management, LLC holds 213,476 shares of SDVY stock, worth $7.79 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
213,476
Previous 241,944 11.77%
Holding current value
$7.79 Million
Previous $8.11 Million 7.08%
% of portfolio
0.22%
Previous 0.26%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$29.52 - $35.31 $840,375 - $1.01 Million
-28,468 Reduced 11.77%
213,476 $7.53 Million
Q1 2025

May 15, 2025
SELL
$32.49 - $37.99 $538,911 - $630,140
-16,587 Reduced 6.42%
241,944 $8.11 Million
Q4 2024

Feb 14, 2025
BUY
$35.45 - $40.33 $750,051 - $853,302
21,158 Added 8.91%
258,531 $9.27 Million
Q3 2024

Nov 14, 2024
BUY
$32.65 - $36.69 $1.41 Million - $1.58 Million
43,168 Added 22.23%
237,373 $8.64 Million
Q2 2024

Aug 14, 2024
BUY
$32.33 - $34.91 $705,181 - $761,456
21,812 Added 12.65%
194,205 $6.48 Million
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $631,534 - $704,582
20,235 Added 13.3%
172,393 $6 Million
Q4 2023

Feb 14, 2024
BUY
$26.48 - $33.23 $2.15 Million - $2.7 Million
81,132 Added 114.23%
152,158 $4.99 Million
Q3 2023

Nov 14, 2023
BUY
$27.7 - $30.38 $980,940 - $1.08 Million
35,413 Added 99.44%
71,026 $2.01 Million
Q2 2023

Aug 14, 2023
SELL
$24.91 - $28.31 $65,837 - $74,823
-2,643 Reduced 6.91%
35,613 $1.01 Million
Q1 2023

May 15, 2023
BUY
$25.54 - $29.71 $132,169 - $153,749
5,175 Added 15.64%
38,256 $1.02 Million
Q4 2022

Feb 14, 2023
SELL
$23.78 - $27.72 $40,521 - $47,234
-1,704 Reduced 4.9%
33,081 $861,000
Q3 2022

Nov 22, 2022
BUY
$23.0 - $27.75 $58,811 - $70,956
2,557 Added 7.93%
34,785 $805,000
Q2 2022

Aug 15, 2022
SELL
$23.62 - $28.23 $32,619 - $38,985
-1,381 Reduced 4.11%
32,228 $770,000
Q1 2022

May 16, 2022
BUY
$27.17 - $30.89 $913,156 - $1.04 Million
33,609 New
33,609 $937,000

Others Institutions Holding SDVY

# of Institutions
493
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

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