Iht Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 10,676 shares of XLG stock, worth $603,194. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,676

Previous 14,582 26.79%

Holding current value

$603,194

Previous $671,000 17.14%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$40.94 - $52.1 $159,911 - $203,502	-3,906 Reduced 26.79%	10,676 $556,000
Q1 2025 May 15, 2025	SELL	$45.72 - $51.73 $14,950 - $16,915	-327 Reduced 2.19%	14,582 $671,000
Q4 2024 Feb 14, 2025	SELL	$46.94 - $51.62 $2,206 - $2,426	-47 Reduced 0.31%	14,909 $744,000
Q3 2024 Nov 14, 2024	BUY	$42.54 - $47.97 $636,228 - $717,439	14,956 New	14,956 $710,000
Q1 2022 May 16, 2022	SELL	$318.41 - $373.67 $231,165 - $271,284	-726 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$328.66 - $373.09 $48,970 - $55,590	-149 Reduced 17.03%	726 $268,000
Q3 2021 Nov 15, 2021	SELL	$327.01 - $348.95 $308,370 - $329,059	-943 Reduced 51.87%	875 $289,000
Q2 2021 Aug 16, 2021	SELL	$299.8 - $325.38 $26,682 - $28,958	-89 Reduced 4.67%	1,818 $591,000
Q1 2021 May 18, 2021	BUY	$281.0 - $299.29 $25,852 - $27,534	92 Added 5.07%	1,907 $565,000
Q4 2020 Feb 17, 2021	SELL	$252.63 - $285.66 $151,325 - $171,110	-599 Reduced 24.81%	1,815 $518,000
Q3 2020 Nov 19, 2020	SELL	$240.17 - $284.19 $5.38 Million - $6.37 Million	-22,406 Reduced 90.27%	2,414 $632,000
Q2 2020 Aug 14, 2020	BUY	$188.01 - $242.75 $4.67 Million - $6.03 Million	24,820 New	24,820 $5.91 Million
Q1 2019 May 16, 2019	SELL	$175.28 - $204.99 $1 Million - $1.17 Million	-5,723 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$167.99 - $210.7 $961,406 - $1.21 Million	5,723 New	5,723 $1.03 Million

Others Institutions Holding XLG

# of Institutions

588

Shares Held

97.6M

Call Options Held

91.1K

Put Options Held

12.1K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Iht Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History