Iht Wealth Management, LLC Purchases in Q1 2025

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
73
+ 0.31%
$72.44 - $89.02 $5.29K - $6.5K
23.5K $1.71M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
826
+ 5.53%
$13.34 - $13.81 $11K - $11.4K
15.8K $215K
SPIB
Spdr Portfolio Intermediate Te

ETFs
347
+ 4.82%
$32.5 - $33.3 $11.3K - $11.6K
7.55K $250K
DD
Du Pont De Nemours, Inc.

Basic Materials
258
+ 7.41%
$72.7 - $84.32 $18.8K - $21.8K
3.74K $279K
IBKR
Interactive Brokers Group, Inc.

Financial Services
178
+ 12.34%
$161.03 - $235.53 $28.7K - $41.9K
1.62K $268K
LEGR
First Tr ETF Indxx Innovation

ETFs
1
+ 0.02%
$45.84 - $50.21 $45.8 - $50.2
5.56K $271K
NTRS
Northern Trust Corp

Financial Services
265
+ 8.56%
$96.09 - $113.81 $25.5K - $30.2K
3.36K $331K
HRB
H&R Block Inc

Consumer Cyclical
35
+ 0.61%
$49.96 - $55.97 $1.75K - $1.96K
5.77K $316K
CVI
Cvr Energy Inc

Energy
322
+ 3.16%
$17.71 - $21.83 $5.7K - $7.03K
10.5K $203K
LHX
L3 Harris Technologies, Inc.

Industrials
77
+ 2.5%
$194.65 - $222.86 $15K - $17.2K
3.16K $661K
FID
First Tr Exchange Trded Fd Vi

ETFs
3
+ 0.03%
$15.83 - $17.53 $47.5 - $52.6
11.9K $204K
EWJ
Ishares Msci Japan ETF

ETFs
58
+ 1.28%
$65.24 - $71.7 $3.78K - $4.16K
4.6K $315K
AMCR
Amcor PLC

Consumer Cyclical
276
+ 1.03%
$9.33 - $10.39 $2.58K - $2.87K
27.2K $263K
TTE
Total Energies Se

Energy
152
+ 3.51%
N/A
4.49K $307K
LAMR
Lamar Advertising CO

Real Estate
238
+ 11.45%
$110.65 - $132.9 $26.3K - $31.6K
2.32K $263K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
159
+ 0.35%
$26.63 - $26.75 $4.23K - $4.25K
45.9K $1.23M
INDA
Ishares Msci India Index Fund

ETFs
378
+ 4.32%
$47.8 - $53.4 $18.1K - $20.2K
9.13K $469K
VAW
Vanguard Materials ETF

ETFs
19
+ 0.35%
$185.71 - $202.46 $3.53K - $3.85K
5.4K $1.02M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
61
+ 0.3%
$39.96 - $43.3 $2.44K - $2.64K
20.4K $842K
IBMO
Ishares Tr Ibonds December 202

ETFs
163
+ 0.39%
$25.45 - $25.6 $4.15K - $4.17K
41.8K $1.07M
SA
Seabridge Gold Inc

Basic Materials
250
+ 1.69%
$10.47 - $13.33 $2.62K - $3.33K
15K $175K
JBT
John Bean Technologies Corp

Industrials
74
+ 4.29%
$121.81 - $131.22 $9.01K - $9.71K
1.8K $226K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
90
+ 1.44%
$42.36 - $43.8 $3.81K - $3.94K
6.35K $275K
PFF
Ishares Trust Ishares Pfd And

ETFs
685
+ 3.49%
$30.73 - $32.26 $21.1K - $22.1K
20.3K $624K
FBT
First Trust Nyse Arca Biotechn

ETFs
10
+ 0.75%
$164.86 - $182.19 $1.65K - $1.82K
1.35K $229K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
199
+ 1.79%
$15.0 - $15.91 $2.99K - $3.17K
11.3K $175K
CRM
Salesforce, Inc.

Technology
2.76K
+ 24.8%
$268.36 - $359.95 $740K - $993K
13.9K $3.73M
TTC
Toro CO

Industrials
414
+ 12.6%
$71.86 - $87.28 $29.8K - $36.1K
3.7K $269K
BOND
Pimco Active Bond Exchange Tra

ETFs
3
+ 0.13%
$89.27 - $92.9 $268 - $279
2.27K $209K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
245
+ 5.84%
$191.06 - $228.87 $46.8K - $56.1K
4.44K $851K
KORP
American Centy ETF Tr Diversif

ETFs
17
+ 0.31%
$45.26 - $47.12 $769 - $801
5.51K $257K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
76
+ 0.69%
$50.72 - $50.92 $3.85K - $3.87K
11.1K $565K
LINK
Interlink Electronics Inc

Technology
1.12K
+ 4.15%
$5.5 - $9.87 $6.15K - $11K
28.1K $179K
SCHO
Schwab Short Term Us Treasury

ETFs
57
+ 0.68%
$24.1 - $24.34 $1.37K - $1.39K
8.49K $206K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
4
+ 0.11%
$59.15 - $62.71 $237 - $251
3.58K $221K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
74
+ 0.95%
$49.69 - $50.76 $3.68K - $3.76K
7.83K $391K
FISV
Fiserv Inc

Technology
21
+ 0.89%
N/A
2.38K $298K
IMH
Impac Mortgage Holdings Inc

Financial Services
36.6K
New
N/A
36.6K $2K
IBHE
Ishares Ibonds 2025 Term High

ETFs
35
+ 0.4%
$23.16 - $23.32 $811 - $816
8.74K $203K
EGHT
8 X8 Inc

Technology
5K
+ 41.67%
$1.99 - $3.47 $9.95K - $17.4K
17K $34K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
20
+ 0.2%
$14.22 - $14.83 $284 - $297
10.2K $147K
Ab Active Etfs Ince
10.1K
+ 7.86%
N/A
139K $0
Blackrock Flexible
48.2K
+ 11.99%
N/A
450K $0
Ea Ser
5.81K
+ 10.65%
N/A
60.4K $0
Ab Active Etfs Inc
8.32K
New
N/A
8.32K $0
YEAR
Ab Active Etfs Inc Ultra Short
412K
+ 995.55%
N/A
454K $0
A2 Z Cust2 Mate Solutions Corp
8.82K
+ 5.05%
N/A
183K $0
SCLX
Scilex Hldg CO Com
5K
+ 20.0%
N/A
30K $0
Wisdomtree Tr
331
+ 2.16%
N/A
15.6K $0
Activity Summary
Buys All Purchases 554 New Holdings 87 Increased Positions 467 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 0 Puts 0
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