Iht Wealth Management, LLC Financial Sector Spdr Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 279,057 shares of XLF stock, worth $14.5 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

279,057

Previous 259,116 7.7%

Holding current value

$14.5 Million

Previous $11.7 Million 14.84%

% of portfolio

0.45%

Previous 0.34%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$44.89 - $51.34 $895,151 - $1.02 Million	19,941 Added 7.7%	279,057 $13.5 Million
Q3 2024 Nov 14, 2024	BUY	$40.84 - $45.74 $4.23 Million - $4.73 Million	103,513 Added 66.52%	259,116 $11.7 Million
Q2 2024 Aug 14, 2024	SELL	$39.59 - $42.49 $757,435 - $812,918	-19,132 Reduced 10.95%	155,603 $6.4 Million
Q1 2024 May 15, 2024	BUY	$37.27 - $42.12 $1.64 Million - $1.86 Million	44,054 Added 33.71%	174,735 $7.36 Million
Q4 2023 Feb 14, 2024	SELL	$31.45 - $37.72 $149,859 - $179,735	-4,765 Reduced 3.52%	130,681 $4.91 Million
Q3 2023 Nov 14, 2023	SELL	$33.17 - $35.6 $2.67 Million - $2.86 Million	-80,455 Reduced 37.26%	135,446 $4.49 Million
Q2 2023 Aug 14, 2023	SELL	$31.55 - $33.71 $411,128 - $439,275	-13,031 Reduced 5.69%	215,901 $7.28 Million
Q1 2023 May 15, 2023	BUY	$30.98 - $37.0 $2.5 Million - $2.98 Million	80,666 Added 54.41%	228,932 $7.36 Million
Q4 2022 Feb 14, 2023	BUY	$30.29 - $36.31 $347,850 - $416,984	11,484 Added 8.4%	148,266 $5.07 Million
Q3 2022 Nov 22, 2022	BUY	$30.36 - $35.81 $1.02 Million - $1.21 Million	33,668 Added 32.65%	136,782 $4.15 Million
Q2 2022 Aug 15, 2022	SELL	$30.84 - $38.22 $2.47 Million - $3.06 Million	-80,063 Reduced 43.71%	103,114 $3.24 Million
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $1.99 Million - $2.31 Million	55,710 Added 43.71%	183,177 $7.02 Million
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $162,285 - $175,600	-4,323 Reduced 3.28%	127,467 $4.98 Million
Q3 2021 Nov 15, 2021	SELL	$35.11 - $39.0 $839,339 - $932,334	-23,906 Reduced 15.35%	131,790 $4.95 Million
Q2 2021 Aug 16, 2021	BUY	$34.47 - $38.47 $2.63 Million - $2.94 Million	76,429 Added 96.42%	155,696 $5.71 Million
Q1 2021 May 18, 2021	BUY	$28.95 - $34.77 $50,836 - $61,056	1,756 Added 2.27%	79,267 $2.7 Million
Q4 2020 Feb 17, 2021	BUY	$23.61 - $29.48 $53,146 - $66,359	2,251 Added 2.99%	77,511 $2.29 Million
Q3 2020 Nov 19, 2020	SELL	$22.68 - $25.49 $170,712 - $191,863	-7,527 Reduced 9.09%	75,260 $1.81 Million
Q2 2020 Aug 14, 2020	SELL	$19.55 - $26.74 $246,818 - $337,592	-12,625 Reduced 13.23%	82,787 $1.92 Million
Q1 2020 May 13, 2020	BUY	$17.66 - $31.17 $731,424 - $1.29 Million	41,417 Added 76.71%	95,412 $1.99 Million
Q4 2019 Feb 18, 2020	SELL	$26.78 - $30.94 $303,979 - $351,199	-11,351 Reduced 17.37%	53,995 $1.66 Million
Q3 2019 Nov 15, 2019	SELL	$27.86 - $28.52 $400,403 - $409,889	-14,372 Reduced 18.03%	65,346 $1.83 Million
Q2 2019 Aug 12, 2019	BUY	N/A	7,147 Added 9.85%	79,718 $2.2 Million
Q1 2019 May 16, 2019	SELL	N/A	-12,773 Reduced 14.97%	72,571 $1.87 Million
Q4 2018 Feb 15, 2019	BUY	N/A	2,692 Added 3.26%	85,344 $2.03 Million
Q3 2018 Nov 14, 2018	BUY	N/A	10,384 Added 14.37%	82,652 $2.28 Million
Q2 2018 Aug 13, 2018	BUY	N/A	42,619 Added 143.75%	72,268 $1.92 Million
Q1 2018 May 15, 2018	BUY	N/A	7,409 Added 33.31%	29,649 $799,000
Q4 2017 Feb 14, 2018	BUY	N/A	9,452 Added 73.91%	22,240 $631,000
Q3 2017 Nov 14, 2017	BUY	N/A	12,788	12,788 $336,000

Others Institutions Holding XLF

# of Institutions

2,023

Shares Held

761M

Call Options Held

259M

Put Options Held

341M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Iht Wealth Management, LLC Financial Sector Spdr Transaction History