Iht Wealth Management, LLC Spdr S&P Software & Services E Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,558 shares of XSW stock, worth $826,410. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,558
Previous 4,566 0.18%
Holding current value
$826,410
Previous $689,000 6.24%
% of portfolio
0.02%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$142.84 - $160.77 $1,142 - $1,286
-8 Reduced 0.18%
4,558 $732,000
Q2 2024

Aug 14, 2024
BUY
$141.27 - $154.95 $282 - $309
2 Added 0.04%
4,566 $689,000
Q1 2024

May 15, 2024
SELL
$141.74 - $157.2 $40,679 - $45,116
-287 Reduced 5.92%
4,564 $711,000
Q4 2023

Feb 14, 2024
BUY
$117.57 - $153.79 $20,927 - $27,374
178 Added 3.81%
4,851 $729,000
Q3 2023

Nov 14, 2023
BUY
$123.81 - $142.6 $59,304 - $68,305
479 Added 11.42%
4,673 $592,000
Q2 2023

Aug 14, 2023
BUY
$112.81 - $133.92 $28,428 - $33,747
252 Added 6.39%
4,194 $559,000
Q1 2023

May 15, 2023
BUY
$106.52 - $130.59 $195,251 - $239,371
1,833 Added 86.91%
3,942 $485,000
Q4 2022

Feb 14, 2023
BUY
$102.0 - $115.82 $11,016 - $12,508
108 Added 5.4%
2,109 $229,000
Q3 2022

Nov 22, 2022
BUY
$105.46 - $131.64 $8,753 - $10,926
83 Added 4.33%
2,001 $214,000
Q4 2021

Feb 14, 2022
SELL
$159.01 - $186.85 $26,236 - $30,830
-165 Reduced 7.92%
1,918 $317,000
Q3 2021

Nov 15, 2021
SELL
$164.15 - $181.83 $11,818 - $13,091
-72 Reduced 3.34%
2,083 $358,000
Q2 2021

Aug 16, 2021
BUY
$150.1 - $174.0 $10,957 - $12,702
73 Added 3.51%
2,155 $370,000
Q1 2021

May 18, 2021
SELL
$150.94 - $175.77 $4.84 Million - $5.63 Million
-32,033 Reduced 93.9%
2,082 $328,000
Q4 2020

Feb 17, 2021
BUY
$117.97 - $156.73 $3.79 Million - $5.03 Million
32,124 Added 1613.46%
34,115 $1.19 Million
Q3 2020

Nov 19, 2020
BUY
$108.86 - $128.69 $216,740 - $256,221
1,991 New
1,991 $238,000

Others Institutions Holding XSW

# of Institutions
97
Shares Held
1.24M
Call Options Held
2K
Put Options Held
2K
View Full List

About SPDR S&P SOFTWARE & SERVICES E

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