Iht Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Iht Wealth Management, LLC holds 75,717 shares of XLC stock, worth $8.15 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

75,717

Previous 88,490 14.43%

Holding current value

$8.15 Million

Previous $8.57 Million 14.76%

% of portfolio

0.24%

Previous 0.29%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$94.84 - $105.31 $1.21 Million - $1.35 Million	-12,773 Reduced 14.43%	75,717 $7.3 Million
Q4 2024 Feb 14, 2025	BUY	$89.66 - $102.16 $273,104 - $311,179	3,046 Added 3.56%	88,490 $8.57 Million
Q3 2024 Nov 14, 2024	SELL	$82.16 - $90.4 $4.08 Million - $4.49 Million	-49,694 Reduced 36.77%	85,444 $7.72 Million
Q2 2024 Aug 14, 2024	BUY	$77.86 - $86.45 $663,600 - $736,813	8,523 Added 6.73%	135,138 $11.6 Million
Q1 2024 May 15, 2024	BUY	$71.74 - $81.82 $1.92 Million - $2.19 Million	26,735 Added 26.77%	126,615 $10.3 Million
Q4 2023 Feb 14, 2024	BUY	$63.09 - $73.1 $312,043 - $361,552	4,946 Added 5.21%	99,880 $7.26 Million
Q3 2023 Nov 14, 2023	SELL	$64.88 - $68.81 $149,743 - $158,813	-2,308 Reduced 2.37%	94,934 $6.22 Million
Q2 2023 Aug 14, 2023	BUY	$56.13 - $65.3 $67,861 - $78,947	1,209 Added 1.26%	97,242 $6.33 Million
Q1 2023 May 15, 2023	BUY	$48.61 - $59.39 $2.38 Million - $2.91 Million	48,965 Added 104.03%	96,033 $5.57 Million
Q4 2022 Feb 14, 2023	BUY	$45.41 - $51.94 $257,429 - $294,447	5,669 Added 13.69%	47,068 $2.26 Million
Q3 2022 Nov 22, 2022	BUY	$47.89 - $59.89 $923,750 - $1.16 Million	19,289 Added 87.24%	41,399 $1.98 Million
Q2 2022 Aug 15, 2022	BUY	$53.08 - $71.2 $102,815 - $137,914	1,937 Added 9.6%	22,110 $1.2 Million
Q1 2022 May 16, 2022	SELL	$63.62 - $78.22 $802,693 - $986,901	-12,617 Reduced 38.48%	20,173 $1.39 Million
Q4 2021 Feb 14, 2022	BUY	$73.63 - $82.12 $114,862 - $128,107	1,560 Added 5.0%	32,790 $2.55 Million
Q3 2021 Nov 15, 2021	SELL	$79.63 - $86.05 $57,811 - $62,472	-726 Reduced 2.27%	31,230 $2.5 Million
Q2 2021 Aug 16, 2021	BUY	$74.58 - $81.56 $3,132 - $3,425	42 Added 0.13%	31,956 $2.59 Million
Q1 2021 May 18, 2021	BUY	$65.08 - $76.02 $16,855 - $19,689	259 Added 0.82%	31,914 $2.34 Million
Q4 2020 Feb 17, 2021	BUY	$58.74 - $67.48 $71,192 - $81,785	1,212 Added 3.98%	31,655 $2.14 Million
Q3 2020 Nov 19, 2020	BUY	$55.2 - $65.14 $221,848 - $261,797	4,019 Added 15.21%	30,443 $1.81 Million
Q2 2020 Aug 14, 2020	BUY	$42.15 - $56.55 $18,925 - $25,390	449 Added 1.73%	26,424 $1.43 Million
Q1 2020 May 13, 2020	SELL	$40.22 - $57.58 $93,551 - $133,931	-2,326 Reduced 8.22%	25,975 $1.15 Million
Q4 2019 Feb 18, 2020	BUY	$48.28 - $54.19 $40,313 - $45,248	835 Added 3.04%	28,301 $1.52 Million
Q3 2019 Nov 15, 2019	SELL	$49.27 - $51.38 $19,116 - $19,935	-388 Reduced 1.39%	27,466 $1.36 Million
Q2 2019 Aug 12, 2019	BUY	N/A	1,785 Added 6.85%	27,854 $1.37 Million
Q1 2019 May 16, 2019	BUY	N/A	6,866 Added 35.75%	26,069 $1.22 Million
Q4 2018 Feb 15, 2019	BUY	N/A	19,203 New	19,203 $793,000

Others Institutions Holding XLC

# of Institutions

1,250

Shares Held

348M

Call Options Held

2.17M

Put Options Held

2.88M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History