Iht Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,547 shares of SPIB stock, worth $251,013. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,547

Previous 7,200 4.82%

Holding current value

$251,013

Previous $235,000 6.38%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$32.5 - $33.3 $11,277 - $11,555	347 Added 4.82%	7,547 $250,000
Q4 2024 Feb 14, 2025	BUY	$32.65 - $33.68 $39,963 - $41,224	1,224 Added 20.48%	7,200 $235,000
Q3 2024 Nov 14, 2024	BUY	$32.36 - $33.78 $193,383 - $201,869	5,976 New	5,976 $201,000
Q3 2023 Nov 14, 2023	SELL	$31.4 - $32.25 $1,067 - $1,096	-34 Reduced 0.52%	6,495 $204,000
Q2 2023 Aug 14, 2023	SELL	$31.95 - $32.66 $7,731 - $7,903	-242 Reduced 3.57%	6,529 $209,000
Q1 2023 May 15, 2023	SELL	$31.67 - $32.83 $29,389 - $30,466	-928 Reduced 12.05%	6,771 $219,000
Q4 2022 Feb 14, 2023	BUY	$30.74 - $32.36 $9,283 - $9,772	302 Added 4.08%	7,699 $245,000
Q3 2022 Nov 22, 2022	SELL	$31.11 - $33.37 $4,417 - $4,738	-142 Reduced 1.88%	7,397 $232,000
Q2 2022 Aug 15, 2022	BUY	$32.03 - $34.08 $241,474 - $256,929	7,539 New	7,539 $246,000
Q1 2022 May 16, 2022	SELL	$33.91 - $36.04 $304,308 - $323,422	-8,974 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$35.97 - $36.6 $26,905 - $27,376	748 Added 9.09%	8,974 $324,000
Q3 2021 Nov 15, 2021	SELL	$36.52 - $36.95 $376,484 - $380,917	-10,309 Reduced 55.62%	8,226 $300,000
Q2 2021 Aug 16, 2021	SELL	$36.19 - $36.73 $187,355 - $190,151	-5,177 Reduced 21.83%	18,535 $680,000
Q1 2021 May 18, 2021	SELL	$36.13 - $37.14 $58,386 - $60,018	-1,616 Reduced 6.38%	23,712 $860,000
Q4 2020 Feb 17, 2021	BUY	$36.68 - $37.18 $10,527 - $10,670	287 Added 1.15%	25,328 $942,000
Q3 2020 Nov 19, 2020	BUY	$36.54 - $37.05 $112,908 - $114,484	3,090 Added 14.08%	25,041 $921,000
Q2 2020 Aug 14, 2020	BUY	$33.74 - $36.53 $100,005 - $108,274	2,964 Added 15.61%	21,951 $802,000
Q1 2020 May 13, 2020	BUY	$30.81 - $36.22 $236,990 - $278,604	7,692 Added 68.1%	18,987 $646,000
Q4 2019 Feb 18, 2020	SELL	$35.06 - $35.42 $76,150 - $76,932	-2,172 Reduced 16.13%	11,295 $399,000
Q3 2019 Nov 15, 2019	BUY	$34.9 - $35.28 $469,998 - $475,115	13,467 New	13,467 $475,000
Q2 2018 Aug 13, 2018	SELL	N/A	-166 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	1 Added 0.61%	166 $6,000
Q4 2017 Feb 14, 2018	BUY	N/A	2 Added 1.23%	165 $6,000
Q3 2017 Nov 14, 2017	BUY	N/A	163	163 $6,000

Others Institutions Holding SPIB

# of Institutions

623

Shares Held

248M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Iht Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History