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

Iht Wealth Management, LLC

  • $2.62 Billion
  • Q2 2024

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 54,470 shares of SHM stock, worth $2.59 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
54,470
Previous 52,149 4.45%
Holding current value
$2.59 Million
Previous $2.47 Million 3.92%
% of portfolio
0.1%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
446
Shares Held
78.3M
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
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