A detailed history of Iht Wealth Management, LLC transactions in S&P Global Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 2,548 shares of SPGI stock, worth $1.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,548
Previous 2,101 21.28%
Holding current value
$1.31 Million
Previous $937,000 40.45%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$446.32 - $527.38 $199,505 - $235,738
447 Added 21.28%
2,548 $1.32 Million
Q2 2024

Aug 14, 2024

BUY
$408.56 - $448.91 $36,361 - $39,952
89 Added 4.42%
2,101 $937,000
Q1 2024

May 15, 2024

BUY
$418.48 - $459.72 $260,713 - $286,405
623 Added 44.85%
2,012 $856,000
Q4 2023

Feb 14, 2024

BUY
$342.48 - $441.84 $88,702 - $114,436
259 Added 22.92%
1,389 $611,000
Q3 2023

Nov 14, 2023

BUY
$363.06 - $428.41 $54,459 - $64,261
150 Added 15.31%
1,130 $412,000
Q2 2023

Aug 14, 2023

SELL
$338.83 - $400.89 $70,476 - $83,385
-208 Reduced 17.51%
980 $392,000
Q1 2023

May 15, 2023

BUY
$324.79 - $383.16 $69,505 - $81,996
214 Added 21.97%
1,188 $409,000
Q4 2022

Feb 14, 2023

SELL
$286.62 - $362.67 $81,686 - $103,360
-285 Reduced 22.64%
974 $326,000
Q3 2022

Nov 22, 2022

BUY
$305.35 - $393.2 $138,018 - $177,726
452 Added 56.01%
1,259 $384,000
Q2 2022

Aug 15, 2022

BUY
$316.03 - $414.99 $3,792 - $4,979
12 Added 1.51%
807 $272,000
Q1 2022

May 16, 2022

BUY
$373.37 - $461.1 $296,829 - $366,574
795 New
795 $326,000
Q2 2018

Aug 13, 2018

SELL
$186.63 - $208.68 $35,459 - $39,649
-190 Closed
0 $0
Q4 2017

Feb 14, 2018

SELL
$155.5 - $172.57 $23,325 - $25,885
-150 Reduced 44.12%
190 $34,000
Q3 2017

Nov 14, 2017

BUY
$148.28 - $156.82 $50,415 - $53,318
340
340 $54,000

Others Institutions Holding SPGI

About S&P Global Inc.


  • Ticker SPGI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 325,800,000
  • Market Cap $168B
  • Description
  • S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Globa...
More about SPGI
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.