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 29,971 shares of SHM stock, worth $1.42 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,971
Previous 54,470 44.98%
Holding current value
$1.42 Million
Previous $2.57 Million 43.89%
% of portfolio
0.04%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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