Iht Wealth Management, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$39.84 - $43.92 $9,960 - $10,980	-250 Reduced 3.97%	6,047 $240,000
Q3 2024 Nov 14, 2024	SELL	$40.63 - $44.83 $71,102 - $78,452	-1,750 Reduced 21.75%	6,297 $279,000
Q2 2024 Aug 14, 2024	SELL	$40.35 - $44.24 $16,140 - $17,696	-400 Reduced 4.74%	8,047 $335,000
Q4 2023 Feb 14, 2024	BUY	$34.39 - $40.58 $290,492 - $342,779	8,447 New	8,447 $340,000
Q1 2023 May 15, 2023	BUY	$35.08 - $38.46 $317,368 - $347,947	9,047 New	9,047 $344,000
Q3 2022 Nov 22, 2022	BUY	$28.41 - $35.12 $171,681 - $212,230	6,043 Added 66.8%	15,090 $435,000
Q2 2022 Aug 15, 2022	SELL	$32.68 - $39.3 $751 - $903	-23 Reduced 0.25%	9,047 $297,000
Q1 2022 May 16, 2022	SELL	$34.74 - $43.07 $243,180 - $301,490	-7,000 Reduced 43.56%	9,070 $352,000
Q2 2021 Aug 16, 2021	SELL	$39.89 - $43.85 $78,862 - $86,691	-1,977 Reduced 10.95%	16,070 $673,000
Q1 2021 May 18, 2021	BUY	$37.11 - $39.9 $1,744 - $1,875	47 Added 0.26%	18,047 $709,000
Q3 2020 Nov 19, 2020	BUY	$31.54 - $34.47 $567,720 - $620,460	18,000 New	18,000 $590,000

Others Institutions Holding SPEU

# of Institutions

126

Shares Held

17.7M

Call Options Held

9.5K

Put Options Held

0

About SPDR INDEX SHS FDS SPDR PORTFO

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