Iht Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Iht Wealth Management, LLC holds 130,646 shares of SLYV stock, worth $11.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
130,646
Previous 157,351 16.97%
Holding current value
$11.1 Million
Previous $12.3 Million 15.53%
% of portfolio
0.3%
Previous 0.4%

Shares

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

Aug 14, 2025
SELL
$67.03 - $80.35 $1.79 Million - $2.15 Million
-26,705 Reduced 16.97%
130,646 $10.4 Million
Q1 2025

May 15, 2025
BUY
$77.33 - $90.16 $820,625 - $956,777
10,612 Added 7.23%
157,351 $12.3 Million
Q4 2024

Feb 14, 2025
BUY
$84.34 - $95.14 $10.2 Million - $11.5 Million
120,783 Added 465.34%
146,739 $12.8 Million
Q3 2024

Nov 14, 2024
BUY
$77.23 - $87.97 $409,087 - $465,977
5,297 Added 25.64%
25,956 $2.25 Million
Q2 2024

Aug 14, 2024
BUY
$76.01 - $82.53 $154,072 - $167,288
2,027 Added 10.88%
20,659 $1.62 Million
Q1 2024

May 15, 2024
BUY
$77.43 - $82.98 $400,080 - $428,757
5,167 Added 38.37%
18,632 $1.55 Million
Q4 2023

Feb 14, 2024
SELL
$66.67 - $84.55 $89,071 - $112,958
-1,336 Reduced 9.03%
13,465 $1.12 Million
Q3 2023

Nov 14, 2023
BUY
$71.19 - $81.84 $107,639 - $123,742
1,512 Added 11.38%
14,801 $1.07 Million
Q2 2023

Aug 14, 2023
BUY
$71.23 - $78.02 $67,383 - $73,806
946 Added 7.66%
13,289 $1.03 Million
Q1 2023

May 15, 2023
SELL
$72.3 - $86.64 $9,326 - $11,176
-129 Reduced 1.03%
12,343 $940,000
Q4 2022

Feb 14, 2023
BUY
$68.86 - $79.8 $24,238 - $28,089
352 Added 2.9%
12,472 $925,000
Q3 2022

Nov 22, 2022
SELL
$67.14 - $82.32 $19.1 Million - $23.4 Million
-284,155 Reduced 95.91%
12,120 $814,000
Q2 2022

Aug 15, 2022
BUY
$70.38 - $84.1 $265,051 - $316,720
3,766 Added 1.29%
296,275 $21.5 Million
Q1 2022

May 16, 2022
BUY
$78.85 - $87.08 $21.7 Million - $24 Million
275,121 Added 1582.25%
292,509 $24.4 Million
Q4 2021

Feb 14, 2022
SELL
$80.48 - $90.28 $7.62 Million - $8.55 Million
-94,734 Reduced 84.49%
17,388 $1.47 Million
Q3 2021

Nov 15, 2021
SELL
$78.25 - $86.49 $4.15 Million - $4.59 Million
-53,080 Reduced 32.13%
112,122 $9.19 Million
Q2 2021

Aug 16, 2021
BUY
$80.72 - $89.85 $52,387 - $58,312
649 Added 0.39%
165,202 $14.2 Million
Q1 2021

May 18, 2021
BUY
$65.44 - $87.88 $10.4 Million - $14 Million
159,583 Added 3210.93%
164,553 $13.5 Million
Q4 2020

Feb 17, 2021
SELL
$50.84 - $66.37 $29,334 - $38,295
-577 Reduced 10.4%
4,970 $329,000
Q3 2020

Nov 19, 2020
BUY
$46.51 - $54.78 $61,904 - $72,912
1,331 Added 31.57%
5,547 $278,000
Q2 2020

Aug 14, 2020
SELL
$37.01 - $56.66 $195,153 - $298,768
-5,273 Reduced 55.57%
4,216 $207,000
Q1 2020

May 13, 2020
BUY
$35.74 - $66.24 $211,509 - $392,008
5,918 Added 165.72%
9,489 $388,000
Q4 2019

Feb 18, 2020
SELL
$58.81 - $66.14 $57,869 - $65,081
-984 Reduced 21.6%
3,571 $235,000
Q3 2019

Nov 15, 2019
SELL
$60.53 - $63.24 $24,454 - $25,548
-404 Reduced 8.15%
4,555 $279,000
Q2 2019

Aug 12, 2019
SELL
N/A
-1,093 Reduced 18.06%
4,959 $301,000
Q1 2019

May 16, 2019
SELL
N/A
-643 Reduced 9.6%
6,052 $365,000
Q4 2018

Feb 15, 2019
SELL
N/A
-23,689 Reduced 77.97%
6,695 $360,000
Q3 2018

Nov 14, 2018
BUY
N/A
23,809 Added 362.11%
30,384 $2.07 Million
Q2 2018

Aug 13, 2018
BUY
N/A
2,743 Added 71.58%
6,575 $439,000
Q1 2018

May 15, 2018
BUY
N/A
93 Added 2.49%
3,832 $461,000
Q4 2017

Feb 14, 2018
BUY
N/A
3,670 Added 5318.84%
3,739 $478,000
Q3 2017

Nov 14, 2017
BUY
N/A
69
69 $9,000

Others Institutions Holding SLYV

# of Institutions
612
Shares Held
33.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

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