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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 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 127,873 shares of XBI stock, worth $12.1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
127,873
Previous 67,023 90.79%
Holding current value
$12.1 Million
Previous $6.21 Million 103.33%
% of portfolio
0.37%
Previous 0.24%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$90.87 - $102.43 $5.53 Million - $6.23 Million
60,850 Added 90.79%
127,873 $12.6 Million
Q2 2024

Aug 14, 2024
SELL
$82.22 - $94.12 $5,097 - $5,835
-62 Reduced 0.09%
67,023 $6.21 Million
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
$76.72 - $85.66 $2.66 Million - $2.97 Million
34,623 Added 95.66%
70,816 $5.88 Million
Q3 2022

Nov 22, 2022
BUY
$75.06 - $94.9 $1.49 Million - $1.88 Million
19,797 Added 120.74%
36,193 $2.87 Million
Q2 2022

Aug 15, 2022
BUY
$62.81 - $96.09 $284,152 - $434,711
4,524 Added 38.11%
16,396 $1.22 Million
Q1 2022

May 16, 2022
BUY
$81.07 - $115.44 $166,842 - $237,575
2,058 Added 20.97%
11,872 $1.07 Million
Q4 2021

Feb 14, 2022
SELL
$108.77 - $134.15 $113,338 - $139,784
-1,042 Reduced 9.6%
9,814 $1.1 Million
Q3 2021

Nov 15, 2021
SELL
$118.69 - $138.49 $253,877 - $296,230
-2,139 Reduced 16.46%
10,856 $1.37 Million
Q2 2021

Aug 16, 2021
BUY
$122.48 - $139.69 $603,091 - $687,833
4,924 Added 61.01%
12,995 $1.76 Million
Q1 2021

May 18, 2021
BUY
$129.36 - $173.99 $225,603 - $303,438
1,744 Added 27.56%
8,071 $1.1 Million
Q4 2020

Feb 17, 2021
BUY
$110.36 - $151.14 $47,123 - $64,536
427 Added 7.24%
6,327 $891,000
Q3 2020

Nov 19, 2020
BUY
$103.87 - $120.36 $326,255 - $378,050
3,141 Added 113.85%
5,900 $657,000
Q2 2020

Aug 14, 2020
BUY
$73.26 - $114.17 $202,124 - $314,995
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
927
Shares Held
101M
Call Options Held
28.4M
Put Options Held
33.4M
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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