A detailed history of Iht Wealth Management, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,018 shares of WTFC stock, worth $494,574. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,018
Previous 5,023 0.1%
Holding current value
$494,574
Previous $465,000 12.47%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$90.57 - $104.67 $452 - $523
-5 Reduced 0.1%
5,018 $523,000
Q4 2023

Feb 14, 2024

SELL
$72.57 - $96.95 $1,306 - $1,745
-18 Reduced 0.36%
5,023 $465,000
Q3 2023

Nov 14, 2023

SELL
$71.37 - $86.05 $3,425 - $4,130
-48 Reduced 0.94%
5,041 $380,000
Q2 2023

Aug 14, 2023

BUY
$60.72 - $73.74 $182 - $221
3 Added 0.06%
5,089 $369,000
Q1 2023

May 15, 2023

SELL
$69.65 - $95.65 $4,179 - $5,739
-60 Reduced 1.17%
5,086 $371,000
Q4 2022

Feb 14, 2023

BUY
$80.22 - $95.03 $4,813 - $5,701
60 Added 1.18%
5,146 $434,000
Q3 2022

Nov 22, 2022

BUY
$26.27 - $88.8 $394 - $1,332
15 Added 0.3%
5,086 $415,000
Q1 2022

May 16, 2022

BUY
$87.3 - $105.06 $2,182 - $2,626
25 Added 0.5%
5,071 $471,000
Q4 2021

Feb 14, 2022

BUY
$81.84 - $96.94 $40,838 - $48,373
499 Added 10.97%
5,046 $458,000
Q3 2021

Nov 15, 2021

SELL
$69.75 - $80.53 $11,299 - $13,045
-162 Reduced 3.44%
4,547 $365,000
Q2 2021

Aug 16, 2021

BUY
$73.35 - $82.26 $345,405 - $387,362
4,709 New
4,709 $356,000
Q2 2018

Aug 13, 2018

SELL
$84.51 - $97.56 $39,043 - $45,072
-462 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$80.11 - $91.41 $16,102 - $18,373
-201 Reduced 30.32%
462 $39,000
Q4 2017

Feb 14, 2018

BUY
$76.93 - $86.46 $48,388 - $54,383
629 Added 1850.0%
663 $56,000
Q3 2017

Nov 14, 2017

BUY
$68.02 - $78.31 $2,312 - $2,662
34
34 $3,000

Others Institutions Holding WTFC

About WINTRUST FINANCIAL CORP


  • Ticker WTFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,743,300
  • Market Cap $5.99B
  • Description
  • Wintrust Financial Corporation operates as a financial holding company. It operates in three segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers non-interest bearing deposits, non-brokered interest-bearing transaction accounts, and savings and domestic time deposits; home equity, consumer, ...
More about WTFC
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