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

Iht Wealth Management, LLC

$3.06 Billion
Q1 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 241,944 shares of SDVY stock, worth $8.7 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

241,944

Previous 258,531 6.42%

Holding current value

$8.7 Million

Previous $9.27 Million 12.55%

% of portfolio

0.26%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

501

Shares Held

187M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

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