Iht Wealth Management, LLC Global X Fds Data Ctr Reits & Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$0.0 - $15.55 $0 - $1.33 Million	85,323 Added 240.43%	120,811 $1.82 Million
Q1 2024 May 15, 2024	SELL	$14.09 - $16.08 $32,533 - $37,128	-2,309 Reduced 6.11%	35,488 $551,000
Q4 2023 Feb 14, 2024	SELL	$12.01 - $14.73 $60,422 - $74,106	-5,031 Reduced 11.75%	37,797 $554,000
Q3 2023 Nov 14, 2023	SELL	$12.37 - $13.94 $1,014 - $1,143	-82 Reduced 0.19%	42,828 $544,000
Q2 2023 Aug 14, 2023	SELL	$12.2 - $13.82 $71,370 - $80,847	-5,850 Reduced 12.0%	42,910 $583,000
Q1 2023 May 15, 2023	SELL	$12.32 - $14.39 $27,720 - $32,377	-2,250 Reduced 4.41%	48,760 $640,000
Q4 2022 Feb 14, 2023	SELL	$11.24 - $13.56 $184,336 - $222,384	-16,400 Reduced 24.33%	51,010 $636,000
Q3 2022 Nov 22, 2022	BUY	$12.15 - $15.95 $30,010 - $39,396	2,470 Added 3.8%	67,410 $828,000
Q2 2022 Aug 15, 2022	BUY	$14.05 - $16.76 $29,224 - $34,860	2,080 Added 3.31%	64,940 $961,000
Q1 2022 May 16, 2022	BUY	$14.92 - $18.36 $81,687 - $100,521	5,475 Added 9.54%	62,860 $1.04 Million
Q4 2021 Feb 14, 2022	BUY	$16.3 - $18.61 $935,375 - $1.07 Million	57,385 New	57,385 $1.06 Million

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# of Institutions

57

Shares Held

3.95M

Call Options Held

0

Put Options Held

0

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