Iht Wealth Management, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$92.66 - $99.27 $25,666 - $27,497	-277 Reduced 8.67%	2,917 $287,000
Q1 2023 May 15, 2023	SELL	$87.78 - $101.18 $3,072 - $3,541	-35 Reduced 1.08%	3,194 $298,000
Q3 2022 Nov 22, 2022	BUY	N/A	108 Added 3.46%	3,229 $276,000
Q2 2022 Aug 15, 2022	SELL	N/A	-551 Reduced 15.01%	3,121 $265,000
Q1 2022 May 16, 2022	SELL	N/A	-3,379 Reduced 47.92%	3,672 $411,000

Q4 2021 Feb 14, 2022	BUY	N/A	285 Added 4.21%	7,051 $827,000
Q3 2021 Nov 15, 2021	BUY	N/A	409 Added 6.43%	6,766 $847,000
Q2 2021 Aug 16, 2021	SELL	N/A	-347 Reduced 5.18%	6,357 $821,000
Q1 2021 May 18, 2021	SELL	N/A	-96 Reduced 1.41%	6,704 $802,000
Q4 2020 Feb 17, 2021	BUY	N/A	2,944 Added 76.35%	6,800 $774,000
Q3 2020 Nov 19, 2020	BUY	N/A	807 Added 26.47%	3,856 $375,000
Q2 2020 Aug 14, 2020	BUY	N/A	3,049 New	3,049 $273,000
Q2 2019 Aug 12, 2019	SELL	N/A	-2,491 Closed	0 $0
Q1 2019 May 16, 2019	BUY	N/A	2,491 New	2,491 $200,000
Q4 2018 Feb 15, 2019	SELL	N/A	-2,782 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	937 Added 50.79%	2,782 $218,000
Q3 2017 Nov 14, 2017	BUY	N/A	1,845	1,845 $117,000

Others Institutions Holding XHE

# of Institutions

115

Shares Held

1.21M

Call Options Held

4.9K

Put Options Held

4.8K

About SPDR SER TR S&P HEALTH CARE EQ

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