Iht Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Victory Portfolios Ii Victorys stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,799 shares of USTB stock, worth $496,711. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,799

Previous 12,599 22.22%

Holding current value

$496,711

Previous $632,000 21.52%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$50.08 - $50.71 $140,224 - $141,988	-2,800 Reduced 22.22%	9,799 $496,000
Q4 2024 Feb 14, 2025	SELL	$50.06 - $50.85 $85,102 - $86,445	-1,700 Reduced 11.89%	12,599 $632,000
Q3 2024 Nov 14, 2024	BUY	$49.79 - $50.91 $394,784 - $403,665	7,929 Added 124.47%	14,299 $726,000
Q2 2024 Aug 14, 2024	SELL	$49.39 - $49.98 $273,916 - $277,189	-5,546 Reduced 46.54%	6,370 $317,000
Q1 2024 May 15, 2024	BUY	$49.44 - $49.9 $113,069 - $114,121	2,287 Added 23.75%	11,916 $593,000
Q4 2023 Feb 14, 2024	SELL	$48.37 - $49.72 $58,285 - $59,912	-1,205 Reduced 11.12%	9,629 $477,000
Q3 2023 Nov 14, 2023	BUY	$48.69 - $49.29 $110,964 - $112,331	2,279 Added 26.64%	10,834 $529,000
Q2 2023 Aug 14, 2023	BUY	$48.77 - $49.34 $417,227 - $422,103	8,555 New	8,555 $418,000

Others Institutions Holding USTB

# of Institutions

128

Shares Held

18.3M

Call Options Held

Put Options Held

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About VICTORY PORTFOLIOS II VICTORYS

Ticker USTB
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Iht Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History