Iht Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Iht Wealth Management, LLC holds 768,612 shares of SPAB stock, worth $19.3 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
768,612
Previous 675,545 13.78%
Holding current value
$19.3 Million
Previous $17.3 Million 12.18%
% of portfolio
0.75%
Previous 0.78%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$24.99 - $25.67 $2.33 Million - $2.39 Million
93,067 Added 13.78%
768,612 $19.4 Million
Q4 2023

Feb 14, 2024
SELL
$23.71 - $25.74 $306,973 - $333,255
-12,947 Reduced 1.88%
675,545 $17.3 Million
Q3 2023

Nov 14, 2023
BUY
$24.28 - $25.47 $1.36 Million - $1.43 Million
56,010 Added 8.86%
688,492 $16.8 Million
Q2 2023

Aug 14, 2023
BUY
$25.22 - $26.01 $1.17 Million - $1.21 Million
46,433 Added 7.92%
632,482 $16 Million
Q1 2023

May 15, 2023
SELL
$24.92 - $26.08 $10.4 Million - $10.8 Million
-415,635 Reduced 41.49%
586,049 $15.1 Million
Q4 2022

Feb 14, 2023
BUY
$24.4 - $25.85 $1.7 Million - $1.8 Million
69,759 Added 7.49%
1,001,684 $25.2 Million
Q3 2022

Nov 22, 2022
SELL
N/A
-5,333 Reduced 0.57%
931,925 $23.3 Million
Q2 2022

Aug 15, 2022
BUY
N/A
45,431 Added 5.09%
937,258 $24.7 Million
Q1 2022

May 16, 2022
BUY
N/A
875,812 Added 5468.7%
891,827 $24.8 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-31,608 Reduced 66.37%
16,015 $474,000
Q3 2021

Nov 15, 2021
SELL
N/A
-27,132 Reduced 36.29%
47,623 $1.42 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-63,191 Reduced 45.81%
74,755 $2.24 Million
Q1 2021

May 18, 2021
BUY
N/A
38,368 Added 38.53%
137,946 $4.09 Million
Q4 2020

Feb 17, 2021
BUY
N/A
62,964 Added 171.97%
99,578 $3.07 Million
Q3 2020

Nov 19, 2020
BUY
N/A
25,239 Added 221.88%
36,614 $1.13 Million
Q2 2020

Aug 14, 2020
BUY
N/A
3,017 Added 36.1%
11,375 $351,000
Q1 2020

May 13, 2020
BUY
N/A
8,358 New
8,358 $253,000

Others Institutions Holding SPAB

# of Institutions
462
Shares Held
237M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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