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
INDA
Ishares Msci India Index Fund

ETFs
38
+ 0.42%
$49.13 - $55.86 $1.87K - $2.12K
9.16K $510K
LINK
Interlink Electronics Inc

Technology
688
+ 2.45%
$4.49 - $7.55 $3.09K - $5.19K
28.8K $217K
TNK
Teekay Tankers Ltd.

Energy
219
+ 2.84%
$34.47 - $47.59 $7.55K - $10.4K
7.94K $331K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
2.89K
+ 11.32%
$13.96 - $16.51 $40.3K - $47.7K
28.4K $462K
CNDT
Conduent Inc

Technology
12.9K
New
$1.97 - $2.81 $25.4K - $36.2K
12.9K $34K
HBAN
Huntington Bancshares Inc

Financial Services
22
+ 0.11%
$12.49 - $16.76 $275 - $369
19.3K $322K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
576
+ 1.21%
$48.5 - $49.35 $27.9K - $28.4K
48.1K $2.37M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.31K
+ 6.16%
$22.54 - $23.17 $29.5K - $30.3K
22.6K $518K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
168
+ 1.17%
$35.95 - $42.85 $6.04K - $7.2K
14.6K $613K
PEG
Public Service Enterprise Group Inc

Utilities
169
+ 2.17%
$77.13 - $84.18 $13K - $14.2K
7.96K $669K
ING
Ing Groep Nv

Financial Services
200
+ 1.9%
$16.62 - $21.98 $3.32K - $4.4K
10.7K $234K
ENB
Enbridge Inc

Energy
213
+ 1.19%
$41.09 - $47.16 $8.75K - $10K
18.1K $819K
USTB
Victory Portfolios Ii Victorys

ETFs
500
+ 5.1%
$50.21 - $50.82 $25.1K - $25.4K
10.3K $523K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
41
+ 0.47%
$70.7 - $82.14 $2.9K - $3.37K
8.73K $716K
EQT
Eqt Corp

Energy
78
+ 1.68%
$46.11 - $60.44 $3.6K - $4.71K
4.73K $275K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
4.11K
+ 25.37%
$7.4 - $7.87 $30.4K - $32.4K
20.3K $152K
KRMA
Global X Fds Global X Consciou

ETFs
25
+ 0.31%
$32.84 - $40.38 $821 - $1.01K
8.08K $326K
VLUE
Ishares Msci Usa Value Factor

ETFs
21
+ 0.63%
$93.5 - $113.21 $1.96K - $2.38K
3.34K $378K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
453
+ 2.78%
$47.02 - $47.83 $21.3K - $21.7K
16.7K $800K
ACT
Enact Holdings, Inc.

Financial Services
58
+ 0.6%
$31.91 - $37.44 $1.85K - $2.17K
9.65K $358K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
72
+ 0.35%
$36.25 - $42.28 $2.61K - $3.04K
20.5K $867K
MCHI
Ishares Msci China ETF

ETFs
277
+ 2.16%
$45.22 - $55.86 $12.5K - $15.5K
13.1K $721K
CHTR
Charter Communications, Inc.

Communication Services
2
+ 0.35%
$321.68 - $427.25 $643 - $855
575 $235K
TFLO
Ishares Treasury Floating Rate

ETFs
462
+ 3.19%
$50.47 - $50.66 $23.3K - $23.4K
14.9K $755K
WRB
Berkley W R Corp

Financial Services
69
+ 0.9%
$64.28 - $75.17 $4.44K - $5.19K
7.74K $568K
PFF
Ishares Trust Ishares Pfd And

ETFs
776
+ 3.82%
$29.0 - $30.68 $22.5K - $23.8K
21.1K $647K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.4K
+ 7.57%
$18.11 - $18.97 $25.4K - $26.6K
19.9K $375K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
177
+ 0.79%
$43.28 - $50.37 $7.66K - $8.92K
22.5K $1.13M
FXO
First Tr Exchange Traded Fd Fi

ETFs
161
+ 3.87%
$45.9 - $56.06 $7.39K - $9.03K
4.32K $242K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.58K
+ 5.13%
$30.93 - $34.56 $48.8K - $54.5K
32.4K $1.07M
FXI
Ishares Tr

ETFs
162
+ 1.07%
$29.59 - $37.41 $4.79K - $6.06K
15.3K $562K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
1.82K
+ 17.56%
$7.2 - $8.65 $13.1K - $15.8K
12.2K $105K
ET
Energy Transfer LP

Energy
5.04K
+ 3.24%
$15.65 - $18.93 $78.8K - $95.4K
160K $2.91M
DVYE
Ishares Emerging Markets Divid

ETFs
150
+ 1.44%
$23.95 - $29.03 $3.59K - $4.35K
10.6K $303K
PRU
Prudential Financial Inc

Financial Services
458
+ 5.98%
$95.12 - $112.71 $43.6K - $51.6K
8.12K $872K
CBOE
Cboe Global Markets, Inc.

Financial Services
44
+ 4.5%
$205.81 - $234.23 $9.06K - $10.3K
1.02K $238K
BOND
Pimco Active Bond Exchange Tra

ETFs
176
+ 7.76%
$89.87 - $92.93 $15.8K - $16.4K
2.44K $225K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
117
+ 0.96%
$32.99 - $38.56 $3.86K - $4.51K
12.3K $467K
EPD
Enterprise Products Partners L.P.

Energy
6.77K
+ 10.92%
$28.95 - $34.22 $196K - $231K
68.7K $2.13M
SCHO
Schwab Short Term Us Treasury

ETFs
590
+ 6.95%
$24.19 - $24.45 $14.3K - $14.4K
9.08K $221K
LUV
Southwest Airlines CO

Industrials
844
+ 7.99%
$24.04 - $34.36 $20.3K - $29K
11.4K $369K
DD
Du Pont De Nemours, Inc.

Basic Materials
556
+ 14.86%
$55.13 - $75.25 $30.7K - $41.8K
4.3K $294K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
302
+ 6.96%
$50.1 - $51.02 $15.1K - $15.4K
4.64K $236K
APD
Air Products & Chemicals, Inc.

Basic Materials
177
+ 6.29%
$248.61 - $294.96 $44K - $52.2K
2.99K $843K
FNV
Franco Nevada Corp

Basic Materials
2
+ 0.09%
$143.04 - $178.17 $286 - $356
2.18K $356K
CLX
Clorox CO

Consumer Defensive
1.17K
+ 25.16%
$118.01 - $148.69 $138K - $174K
5.84K $700K
EVRG
Evergy, Inc.

Utilities
212
+ 1.04%
$64.06 - $69.64 $13.6K - $14.8K
20.5K $1.41M
VXRT
Vaxart, Inc.

Healthcare
12.1K
+ 5.55%
$0.31 - $0.7 $3.74K - $8.45K
229K $103K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.4K
+ 1558.26%
$87.84 - $1441.89 $298K - $4.9M
3.62K $325K
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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