Iht Wealth Management, LLC Select Sector Spdr Fd Material Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Iht Wealth Management, LLC holds 33,459 shares of XLB stock, worth $2.95 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
33,459
Previous 35,527 5.82%
Holding current value
$2.95 Million
Previous $3.04 Million 2.3%
% of portfolio
0.12%
Previous 0.14%

Shares

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

May 15, 2024
SELL
$80.98 - $92.89 $167,466 - $192,096
-2,068 Reduced 5.82%
33,459 $3.11 Million
Q4 2023

Feb 14, 2024
SELL
$74.46 - $86.21 $598,732 - $693,214
-8,041 Reduced 18.46%
35,527 $3.04 Million
Q3 2023

Nov 14, 2023
SELL
$77.84 - $85.72 $166,344 - $183,183
-2,137 Reduced 4.68%
43,568 $3.42 Million
Q2 2023

Aug 14, 2023
SELL
$75.02 - $82.87 $958,755 - $1.06 Million
-12,780 Reduced 21.85%
45,705 $3.79 Million
Q1 2023

May 15, 2023
BUY
$75.51 - $85.21 $1.11 Million - $1.26 Million
14,745 Added 33.71%
58,485 $4.72 Million
Q4 2022

Feb 14, 2023
BUY
$73.78 - $83.76 $832,902 - $945,566
11,289 Added 34.79%
43,740 $3.4 Million
Q3 2022

Nov 22, 2022
BUY
N/A
7,498 Added 30.05%
32,451 $2.21 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-18,467 Reduced 42.53%
24,953 $1.84 Million
Q1 2022

May 16, 2022
BUY
N/A
15,068 Added 53.15%
43,420 $3.83 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-108,131 Reduced 79.23%
28,352 $2.57 Million
Q3 2021

Nov 15, 2021
BUY
N/A
91,089 Added 200.66%
136,483 $10.8 Million
Q2 2021

Aug 16, 2021
BUY
N/A
24,522 Added 117.49%
45,394 $3.74 Million
Q1 2021

May 18, 2021
SELL
N/A
-147,805 Reduced 87.63%
20,872 $1.65 Million
Q4 2020

Feb 17, 2021
BUY
N/A
157,597 Added 1422.36%
168,677 $12.2 Million
Q3 2020

Nov 19, 2020
BUY
N/A
5,148 Added 86.78%
11,080 $705,000
Q2 2020

Aug 14, 2020
BUY
N/A
163 Added 2.83%
5,932 $334,000
Q1 2020

May 13, 2020
BUY
N/A
2,101 Added 57.28%
5,769 $260,000
Q4 2019

Feb 18, 2020
BUY
N/A
3,668 New
3,668 $225,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,694 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
161 Added 10.5%
1,694 $94,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,533
1,533 $89,000

Others Institutions Holding XLB

# of Institutions
886
Shares Held
51.8M
Call Options Held
3.68M
Put Options Held
6.29M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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