Iht Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Iht Wealth Management, LLC holds 1,905,593 shares of USFR stock, worth $96.1 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
1,905,593
Previous 1,680,067 13.42%
Holding current value
$96.1 Million
Previous $84.5 Million 13.22%
% of portfolio
2.79%
Previous 3.22%

Shares

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

Nov 14, 2024
BUY
$50.2 - $50.48 $11.3 Million - $11.4 Million
225,526 Added 13.42%
1,905,593 $95.7 Million
Q2 2024

Aug 14, 2024
BUY
$50.28 - $50.52 $11.3 Million - $11.3 Million
224,627 Added 15.43%
1,680,067 $84.5 Million
Q1 2024

May 15, 2024
SELL
$50.23 - $50.46 $653,492 - $656,484
-13,010 Reduced 0.89%
1,455,440 $73.2 Million
Q4 2023

Feb 14, 2024
BUY
$50.21 - $50.49 $20.3 Million - $20.5 Million
405,112 Added 38.1%
1,468,450 $73.8 Million
Q3 2023

Nov 14, 2023
BUY
$50.28 - $50.51 $15.8 Million - $15.8 Million
313,342 Added 41.78%
1,063,338 $53.5 Million
Q2 2023

Aug 14, 2023
SELL
$50.23 - $50.5 $2.58 Million - $2.59 Million
-51,278 Reduced 6.4%
749,996 $37.7 Million
Q1 2023

May 15, 2023
BUY
$50.21 - $50.41 $30 Million - $30.2 Million
598,213 Added 294.6%
801,274 $40.3 Million
Q4 2022

Feb 14, 2023
BUY
$50.2 - $50.39 $4.57 Million - $4.58 Million
90,968 Added 81.15%
203,061 $10.2 Million
Q3 2022

Nov 22, 2022
BUY
$50.24 - $50.38 $4.06 Million - $4.07 Million
80,864 Added 258.94%
112,093 $5.64 Million
Q2 2022

Aug 15, 2022
BUY
$50.27 - $50.39 $1.57 Million - $1.57 Million
31,229 New
31,229 $1.57 Million

Others Institutions Holding USFR

# of Institutions
528
Shares Held
210M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

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