Iht Wealth Management, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Iht Wealth Management, LLC holds 67,085 shares of XBI stock, worth $6.22 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
67,085
Previous 65,426 2.54%
Holding current value
$6.22 Million
Previous $5.84 Million 8.97%
% of portfolio
0.25%
Previous 0.26%

Shares

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

May 15, 2024
BUY
$87.05 - $102.89 $144,415 - $170,694
1,659 Added 2.54%
67,085 $6.37 Million
Q4 2023

Feb 14, 2024
SELL
$64.12 - $90.86 $187,358 - $265,492
-2,922 Reduced 4.28%
65,426 $5.84 Million
Q3 2023

Nov 14, 2023
SELL
$71.88 - $85.76 $352,140 - $420,138
-4,899 Reduced 6.69%
68,348 $4.99 Million
Q2 2023

Aug 14, 2023
BUY
$75.38 - $90.23 $92,566 - $110,802
1,228 Added 1.71%
73,247 $6.09 Million
Q1 2023

May 15, 2023
BUY
$73.13 - $91.97 $87,975 - $110,639
1,203 Added 1.7%
72,019 $5.49 Million
Q4 2022

Feb 14, 2023
BUY
$77.2 - $85.66 $2.67 Million - $2.97 Million
34,623 Added 95.66%
70,816 $5.88 Million
Q3 2022

Nov 22, 2022
BUY
N/A
19,797 Added 120.74%
36,193 $2.87 Million
Q2 2022

Aug 15, 2022
BUY
N/A
4,524 Added 38.11%
16,396 $1.22 Million
Q1 2022

May 16, 2022
BUY
N/A
2,058 Added 20.97%
11,872 $1.07 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-1,042 Reduced 9.6%
9,814 $1.1 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-2,139 Reduced 16.46%
10,856 $1.37 Million
Q2 2021

Aug 16, 2021
BUY
N/A
4,924 Added 61.01%
12,995 $1.76 Million
Q1 2021

May 18, 2021
BUY
N/A
1,744 Added 27.56%
8,071 $1.1 Million
Q4 2020

Feb 17, 2021
BUY
N/A
427 Added 7.24%
6,327 $891,000
Q3 2020

Nov 19, 2020
BUY
N/A
3,141 Added 113.85%
5,900 $657,000
Q2 2020

Aug 14, 2020
BUY
N/A
2,759 New
2,759 $309,000
Q2 2018

Aug 13, 2018
SELL
N/A
-564 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
564
564 $49,000

Others Institutions Holding XBI

# of Institutions
920
Shares Held
99.8M
Call Options Held
24.7M
Put Options Held
43.4M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

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