Iht Wealth Management, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$46.72 - $48.12 $560 - $577	-12 Reduced 0.23%	5,280 $250,000
Q3 2023 Nov 14, 2023	BUY	$46.9 - $47.47 $281 - $284	6 Added 0.11%	5,292 $250,000
Q2 2023 Aug 14, 2023	SELL	$47.37 - $48.0 $92,513 - $93,744	-1,953 Reduced 26.98%	5,286 $250,000
Q1 2023 May 15, 2023	BUY	$46.62 - $47.83 $8,951 - $9,183	192 Added 2.72%	7,239 $346,000
Q4 2022 Feb 14, 2023	SELL	$46.71 - $48.22 $129,480 - $133,665	-2,772 Reduced 28.23%	7,047 $329,000
Q3 2022 Nov 22, 2022	BUY	$48.11 - $50.34 $472,392 - $494,288	9,819 New	9,819 $472,000
Q1 2021 May 18, 2021	SELL	$51.11 - $51.73 $236,281 - $239,147	-4,623 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$50.63 - $51.32 $11,948 - $12,111	-236 Reduced 4.86%	4,623 $236,000
Q3 2020 Nov 19, 2020	SELL	$50.18 - $51.11 $41,097 - $41,859	-819 Reduced 14.42%	4,859 $248,000
Q2 2020 Aug 14, 2020	SELL	$48.74 - $50.23 $1,949 - $2,009	-40 Reduced 0.7%	5,678 $285,000
Q1 2020 May 13, 2020	BUY	$46.79 - $49.92 $9,919 - $10,583	212 Added 3.85%	5,718 $279,000
Q4 2019 Feb 18, 2020	SELL	$49.0 - $49.52 $9,751 - $9,854	-199 Reduced 3.49%	5,506 $271,000
Q3 2019 Nov 15, 2019	BUY	$49.05 - $49.56 $9,760 - $9,862	199 Added 3.61%	5,705 $280,000
Q2 2019 Aug 12, 2019	SELL	N/A	-160 Reduced 2.82%	5,506 $272,000
Q1 2019 May 16, 2019	BUY	N/A	104 Added 1.87%	5,666 $276,000
Q3 2018 Nov 14, 2018	BUY	N/A	5,562 New	5,562 $269,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,036 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	1,036	1,036 $51,000

Others Institutions Holding VTIP

# of Institutions

760

Shares Held

143M

Call Options Held

14.1K

Put Options Held

7.6K

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