Iht Wealth Management, LLC Purchases in Q3 2024

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
1.22K
+ 25.19%
$144.47 - $162.98 $177K - $199K
6.07K $982K
EBAY
Ebay Inc

Consumer Cyclical
3.75K
New
$52.61 - $65.44 $197K - $245K
3.75K $244K
IYLD
Ishares Tr Ishares Morningstar

ETFs
11.3K
+ 83.88%
$19.72 - $20.73 $222K - $234K
24.7K $510K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
10.5K
+ 84.84%
$19.88 - $21.63 $209K - $227K
22.9K $491K
EQNR
Equinor Asa

Energy
11.6K
+ 74.48%
$24.19 - $29.0 $279K - $335K
27.1K $685K
UGI
Ugi Corp

Utilities
9.75K
New
$22.23 - $25.05 $217K - $244K
9.75K $243K
PSLV
Sprott Physical Silver Trust

Financial Services
17K
+ 13.5%
$9.17 - $10.84 $155K - $184K
142K $1.49M
UNF
Unifirst Corp

Industrials
1.22K
New
$164.34 - $198.74 $200K - $242K
1.22K $242K
IDU
Ishares Tr U S Utils ETF

ETFs
2.38K
New
$87.2 - $102.21 $207K - $243K
2.38K $242K
ITOT
Ishares Core S&P Total U.S. St

ETFs
827
+ 4.13%
$113.41 - $125.62 $93.8K - $104K
20.8K $2.62M
MANH
Manhattan Associates Inc

Technology
859
New
$218.59 - $286.0 $188K - $246K
859 $241K
MRO
Marathon Oil Corp

Energy
9.04K
New
$25.87 - $29.26 $234K - $265K
9.04K $240K
MGC
Vanguard Mega Cap ETF

ETFs
917
+ 16.9%
$185.93 - $206.64 $170K - $189K
6.34K $1.31M
JCI
Johnson Controls International PLC

Industrials
3.1K
New
$65.52 - $77.61 $203K - $240K
3.1K $240K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
384
+ 63.47%
$523.84 - $572.02 $201K - $220K
989 $563K
KMB
Kimberly Clark Corp

Consumer Defensive
1.52K
+ 27.1%
$135.05 - $148.35 $205K - $225K
7.12K $1.01M
DDOG
Datadog, Inc.

Technology
2.08K
New
$104.97 - $134.56 $218K - $280K
2.08K $239K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
5.97K
New
$33.89 - $42.33 $202K - $253K
5.97K $238K
KHC
Kraft Heinz CO

Consumer Defensive
6.78K
New
$31.86 - $36.13 $216K - $245K
6.78K $237K
DFIV
Dimensional ETF Tr

ETFs
6.22K
New
$34.66 - $38.38 $216K - $239K
6.22K $236K
STX
Seagate Technology Holdings PLC

Technology
2.04K
+ 101.85%
$92.1 - $110.76 $187K - $225K
4.03K $441K
VDC
Vanguard Consumer Staples ETF

ETFs
1.01K
+ 102.13%
$201.77 - $221.32 $203K - $223K
1.99K $435K
CCJ
Cameco Corp

Energy
5.07K
+ 97.35%
$36.9 - $53.72 $187K - $272K
10.3K $491K
PHYS
Sprott Physical Gold Trust

Financial Services
3.04K
+ 4.11%
$18.12 - $20.72 $55K - $62.9K
77K $1.57M
FENY
Fidelity Covington Tr Msci Ene

ETFs
9.72K
New
$23.09 - $25.75 $224K - $250K
9.72K $234K
EHC
Encompass Health Corp

Healthcare
2.42K
New
$83.97 - $97.17 $203K - $235K
2.42K $234K
MNST
Monster Beverage Corp

Consumer Defensive
4.29K
+ 100.02%
$45.01 - $52.47 $193K - $225K
8.57K $447K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
5.3K
New
$37.97 - $47.45 $201K - $252K
5.3K $233K
VPU
Vanguard Utilities ETF

ETFs
657
+ 14.45%
$146.64 - $174.54 $96.3K - $115K
5.2K $905K
VRSK
Verisk Analytics, Inc.

Industrials
880
+ 57.93%
$260.31 - $285.99 $229K - $252K
2.4K $642K
CCI
Crown Castle International Corp

Real Estate
1.31K
+ 35.2%
$95.29 - $120.24 $124K - $157K
5.02K $595K
RIO
Rio Tinto PLC

Basic Materials
3.26K
New
$59.71 - $71.21 $194K - $232K
3.26K $231K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.92K
New
$108.44 - $120.37 $208K - $231K
1.92K $230K
AMP
Ameriprise Financial Inc

Financial Services
436
+ 71.36%
$391.53 - $469.81 $171K - $205K
1.05K $491K
VEEV
Veeva Systems Inc

Healthcare
1.1K
New
$180.43 - $223.9 $198K - $245K
1.1K $230K
RACE
Ferrari N.V.

Consumer Cyclical
411
+ 68.16%
$405.92 - $496.79 $167K - $204K
1.01K $476K
CW
Curtiss Wright Corp

Industrials
697
New
$265.18 - $332.22 $185K - $232K
697 $229K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
906
+ 18.31%
$97.96 - $124.99 $88.8K - $113K
5.86K $729K
OKE
Oneok Inc

Energy
635
+ 3.58%
$78.62 - $95.27 $49.9K - $60.5K
18.4K $1.68M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.25K
New
$91.37 - $101.65 $206K - $229K
2.25K $228K
VONE
Vanguard Russell 1000 ETF

ETFs
878
New
$234.0 - $260.07 $205K - $228K
878 $228K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.41K
+ 12.86%
$73.86 - $84.2 $178K - $203K
21.2K $1.75M
SNY
Sanofi

Healthcare
3.95K
New
$48.54 - $58.53 $191K - $231K
3.95K $227K
CHK
Chesapeake Energy Corp

Energy
2.75K
New
$70.32 - $83.77 $193K - $230K
2.75K $226K
BK
Bank Of New York Mellon Corp

Financial Services
917
+ 6.9%
$59.54 - $72.17 $54.6K - $66.2K
14.2K $1.02M
LSTR
Landstar System Inc

Industrials
1.16K
+ 97.32%
$173.24 - $193.87 $201K - $225K
2.36K $445K
ETR
Entergy Corp

Utilities
1.71K
New
$104.75 - $131.61 $179K - $225K
1.71K $225K
WSO
Watsco Inc

Industrials
458
New
$448.73 - $519.89 $206K - $238K
458 $225K
VICI
Vici Properties Inc.

Real Estate
6.73K
New
$27.64 - $34.08 $186K - $229K
6.73K $224K
Activity Summary
Buys All Purchases 877 New Holdings 172 Increased Positions 705 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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