Iht Wealth Management, LLC Purchases in Q2 2025

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.39K
+ 22.34%
$144.94 - $210.94 $636K - $926K
24K $5.07M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.6K
+ 13.44%
$59.24 - $71.39 $1.04M - $1.25M
148K $10.6M
EFG
Msci Eafe Growth ETF

ETFs
3.06K
+ 2.36%
$89.8 - $112.0 $274K - $342K
132K $14.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
24.5K
+ 57.76%
$50.08 - $63.14 $1.23M - $1.55M
67K $4.23M
TLT
Ishares Barclays 20+ Year Trea

ETFs
35K
+ 8.01%
$83.97 - $92.85 $2.94M - $3.25M
472K $41.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.09K
+ 1.28%
$32.66 - $40.75 $166K - $207K
402K $16.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
11.2K
+ 87.94%
$104.34 - $138.68 $1.17M - $1.55M
23.9K $3.31M
SLV
I Shares Silver Trust

ETFs
34.9K
+ 16.72%
$27.08 - $33.74 $946K - $1.18M
244K $8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
16.5K
+ 447.99%
$75.29 - $91.16 $1.24M - $1.5M
20.1K $1.81M
IEFA
Ishares Tr

ETFs
11.3K
+ 15.54%
$67.83 - $84.09 $763K - $946K
83.7K $6.98M
C
Citigroup Inc

Financial Services
13K
+ 52.25%
$58.13 - $85.12 $755K - $1.11M
37.9K $3.22M
VO
Vanguard Mid Cap ETF

ETFs
4.15K
+ 30.27%
$228.54 - $279.83 $949K - $1.16M
17.9K $5M
PALL
Abrdn Palladium ETF Trust

ETFs
13.5K
+ 263.94%
$82.97 - $103.91 $1.12M - $1.4M
18.6K $1.87M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
28.2K
+ 360.76%
$48.46 - $50.2 $1.37M - $1.42M
36.1K $1.79M
AIQ
Global X Funds Global X Artifi

ETFs
31.7K
New
$31.5 - $43.69 $999K - $1.39M
31.7K $1.39M
MP
Mp Materials Corp.

Basic Materials
41.4K
New
$18.77 - $37.74 $777K - $1.56M
41.4K $1.38M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
26.3K
+ 236.21%
$50.52 - $50.92 $1.33M - $1.34M
37.4K $1.91M
GS
Goldman Sachs Group Inc

Financial Services
60
+ 0.78%
$462.22 - $707.75 $27.7K - $42.5K
7.71K $5.45M
RDVY
First Trust Rising Dividend Ac

ETFs
3.65K
+ 1.57%
$51.6 - $62.74 $188K - $229K
237K $14.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.42K
+ 10.99%
$82.96 - $110.1 $366K - $486K
44.6K $4.91M
IGV
Ishares Expanded Tech Software

ETFs
10.3K
New
$80.15 - $109.5 $829K - $1.13M
10.3K $1.13M
XLB
Select Sector Spdr Fd Material

ETFs
12.4K
+ 53.48%
$74.27 - $88.92 $919K - $1.1M
35.5K $3.12M
DGRO
Ishares Core Dividend Growth E

ETFs
15.5K
+ 25.88%
$55.22 - $63.94 $855K - $991K
75.3K $4.82M
URI
United Rentals, Inc.

Industrials
1.08K
+ 49.47%
$551.94 - $753.4 $596K - $813K
3.26K $2.46M
IXJ
Ishares Global Healthcare ETF

ETFs
12.6K
New
$82.3 - $90.02 $1.04M - $1.14M
12.6K $1.09M
SNOW
Snowflake Inc.

Technology
2.14K
+ 28.11%
$130.53 - $223.77 $279K - $478K
9.73K $2.18M
PANW
Palo Alto Networks Inc

Technology
434
+ 1.55%
$152.44 - $204.64 $66.2K - $88.8K
28.4K $5.8M
PCT
Pure Cycle Technologies, Inc.

Industrials
4.18K
+ 2.9%
$5.57 - $14.12 $23.3K - $59.1K
149K $2.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.3K
New
$100.35 - $100.71 $1.03M - $1.04M
10.3K $1.04M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.15K
+ 3.78%
$66.87 - $79.47 $478K - $568K
196K $15.6M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
254
+ 1.03%
$66.89 - $111.18 $17K - $28.2K
24.9K $2.77M
GE
General Electric CO

Industrials
682
+ 5.19%
$166.81 - $257.39 $114K - $176K
13.8K $3.56M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10K
+ 5.62%
$91.43 - $91.74 $916K - $919K
188K $17.3M
XLU
Utilities Sector Spdr

ETFs
7.79K
+ 8.41%
$73.09 - $82.77 $569K - $645K
100K $8.2M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
42.3K
New
$19.78 - $21.29 $837K - $901K
42.3K $873K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.34K
+ 8.57%
$121.58 - $136.74 $771K - $867K
80.4K $10.9M
AXON
Axon Enterprise, Inc.

Industrials
113
+ 4.47%
$497.13 - $827.94 $56.2K - $93.6K
2.64K $2.19M
GTO
Invesco Actively Managed ETF T

ETFs
18.3K
+ 16.28%
$45.73 - $47.2 $837K - $864K
131K $6.13M
CGCP
Capital Group Core Plus Income

ETFs
37.5K
+ 19.17%
$21.92 - $22.56 $822K - $846K
233K $5.24M
ROKU
Roku, Inc

Communication Services
3.63K
+ 12.01%
$55.1 - $87.89 $200K - $319K
33.9K $2.98M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.05K
+ 1.23%
$49.85 - $64.51 $52.4K - $67.9K
86.5K $5.58M
EXI
Ishares Global Industrials ETF

ETFs
5K
New
$129.37 - $165.38 $646K - $826K
5K $826K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
32.2K
+ 42.18%
N/A
109K $2.77M
BAC
Bank Of America Corp

Financial Services
3.18K
+ 2.69%
$34.39 - $47.46 $109K - $151K
121K $5.75M
IBM
International Business Machines Corp

Technology
172
+ 1.04%
$221.03 - $294.78 $38K - $50.7K
16.6K $4.9M
AXP
American Express CO

Financial Services
1.08K
+ 11.65%
$231.39 - $318.98 $250K - $345K
10.4K $3.31M
CAT
Caterpillar Inc

Industrials
324
+ 2.78%
$273.94 - $388.21 $88.8K - $126K
12K $4.64M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
10.3K
New
$62.52 - $78.19 $647K - $809K
10.3K $803K
VST
Vistra Corp.

Utilities
338
+ 3.55%
$98.07 - $195.04 $33.1K - $65.9K
9.85K $1.91M
Activity Summary
Buys All Purchases 611 New Holdings 127 Increased Positions 484 Sells All Sells 489 Reductions 489 Sold out 0 Options Calls 0 Puts 0
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