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

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 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 14,582 shares of XLG stock, worth $785,386. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,582
Previous 14,909 2.19%
Holding current value
$785,386
Previous $744,000 9.81%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
568
Shares Held
93.5M
Call Options Held
20.1K
Put Options Held
5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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