Iht Wealth Management, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Iht Wealth Management, LLC holds 16,742 shares of SHM stock, worth $805,122. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,742
Previous 16,289 2.78%
Holding current value
$805,122
Previous $775,000 3.23%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 14, 2025
BUY
$47.02 - $47.83 $21,300 - $21,666
453 Added 2.78%
16,742 $800,000
Q1 2025

May 15, 2025
BUY
$47.33 - $47.92 $13,867 - $14,040
293 Added 1.83%
16,289 $775,000
Q4 2024

Feb 14, 2025
SELL
$47.26 - $48.18 $660,458 - $673,315
-13,975 Reduced 46.63%
15,996 $758,000
Q3 2024

Nov 14, 2024
SELL
$47.01 - $48.2 $1.15 Million - $1.18 Million
-24,499 Reduced 44.98%
29,971 $1.44 Million
Q2 2024

Aug 14, 2024
BUY
$46.84 - $47.32 $108,715 - $109,829
2,321 Added 4.45%
54,470 $2.57 Million
Q1 2024

May 15, 2024
SELL
$47.44 - $47.9 $89,756 - $90,626
-1,892 Reduced 3.5%
52,149 $2.47 Million
Q4 2023

Feb 14, 2024
BUY
$46.12 - $47.85 $1.81 Million - $1.88 Million
39,187 Added 263.81%
54,041 $2.58 Million
Q3 2023

Nov 14, 2023
SELL
$46.19 - $47.22 $38,199 - $39,050
-827 Reduced 5.27%
14,854 $686,000
Q2 2023

Aug 14, 2023
BUY
$46.54 - $47.72 $6,515 - $6,680
140 Added 0.9%
15,681 $737,000
Q1 2023

May 15, 2023
BUY
$46.61 - $47.68 $1,025 - $1,048
22 Added 0.14%
15,541 $738,000
Q4 2022

Feb 14, 2023
SELL
$45.97 - $47.2 $2,114 - $2,171
-46 Reduced 0.3%
15,519 $729,000
Q3 2022

Nov 22, 2022
BUY
$46.05 - $47.82 $716,768 - $744,318
15,565 New
15,565 $717,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,487 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
1,487
1,487 $72,000

Others Institutions Holding SHM

# of Institutions
448
Shares Held
69.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

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