Iht Wealth Management, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,636 shares of SPHB stock, worth $377,053. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,636
Previous 4,273 14.91%
Holding current value
$377,053
Previous $378,000 24.87%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$78.26 - $95.21 $49,851 - $60,648
-637 Reduced 14.91%
3,636 $284,000
Q4 2024

Feb 14, 2025
SELL
$86.6 - $95.01 $394,030 - $432,295
-4,550 Reduced 51.57%
4,273 $378,000
Q3 2024

Nov 14, 2024
BUY
$77.64 - $90.33 $302,330 - $351,745
3,894 Added 79.0%
8,823 $787,000
Q2 2024

Aug 14, 2024
SELL
$79.94 - $87.17 $63,632 - $69,387
-796 Reduced 13.9%
4,929 $416,000
Q1 2024

May 15, 2024
SELL
$78.22 - $87.74 $31,053 - $34,832
-397 Reduced 6.48%
5,725 $502,000
Q4 2023

Feb 14, 2024
SELL
$63.45 - $83.21 $891,535 - $1.17 Million
-14,051 Reduced 69.65%
6,122 $504,000
Q3 2023

Nov 14, 2023
SELL
$68.8 - $80.61 $72,308 - $84,721
-1,051 Reduced 4.95%
20,173 $1.41 Million
Q2 2023

Aug 14, 2023
SELL
$64.88 - $76.39 $66,242 - $77,994
-1,021 Reduced 4.59%
21,224 $1.62 Million
Q1 2023

May 15, 2023
BUY
$62.16 - $76.87 $11,996 - $14,835
193 Added 0.88%
22,245 $1.56 Million
Q4 2022

Feb 14, 2023
BUY
$56.24 - $68.46 $239,188 - $291,160
4,253 Added 23.89%
22,052 $1.37 Million
Q3 2022

Nov 22, 2022
BUY
$57.39 - $72.23 $1.02 Million - $1.29 Million
17,799 New
17,799 $1.02 Million

Others Institutions Holding SPHB

# of Institutions
130
Shares Held
3.49M
Call Options Held
11.6K
Put Options Held
545K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

SPHB Quotes by TradingView
  • Ticker SPHB
  • Sector ETFs
  • Industry ETFs
More about SPHB
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.

Choose your preferred platform and Sign Up 👇 Telegram Email