Iht Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Spdr Bloomberg Investment Grad stock. As of the latest transaction made, Iht Wealth Management, LLC holds 656,186 shares of FLRN stock, worth $20.2 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

656,186

Previous 1,191,409 44.92%

Holding current value

$20.2 Million

Previous $36.7 Million 44.91%

% of portfolio

0.59%

Previous 1.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$30.29 - $30.83 $16.2 Million - $16.5 Million	-535,223 Reduced 44.92%	656,186 $20.2 Million
Q1 2025 May 15, 2025	BUY	$30.71 - $30.87 $28.3 Million - $28.5 Million	923,106 Added 344.05%	1,191,409 $36.7 Million
Q4 2024 Feb 14, 2025	BUY	$30.67 - $30.84 $2.85 Million - $2.87 Million	92,952 Added 53.01%	268,303 $8.24 Million
Q3 2024 Nov 14, 2024	SELL	$30.55 - $30.85 $123,696 - $124,911	-4,049 Reduced 2.26%	175,351 $5.41 Million
Q2 2024 Aug 14, 2024	BUY	$30.69 - $30.88 $2.92 Million - $2.94 Million	95,055 Added 112.7%	179,400 $5.53 Million
Q1 2024 May 15, 2024	BUY	$30.59 - $30.83 $1 Million - $1.01 Million	32,783 Added 63.58%	84,345 $2.6 Million
Q4 2023 Feb 14, 2024	SELL	$30.49 - $30.71 $73,176 - $73,704	-2,400 Reduced 4.45%	51,562 $1.58 Million
Q3 2023 Nov 14, 2023	BUY	$30.51 - $30.73 $253,049 - $254,874	8,294 Added 18.16%	53,962 $1.66 Million
Q2 2023 Aug 14, 2023	BUY	$30.33 - $30.69 $1.13 Million - $1.14 Million	37,200 Added 439.3%	45,668 $1.4 Million
Q1 2023 May 15, 2023	BUY	$29.96 - $30.68 $253,701 - $259,798	8,468 New	8,468 $257,000
Q1 2019 May 16, 2019	SELL	N/A	-17,076 Closed	0 $0
Q4 2018 Feb 15, 2019	SELL	N/A	-9,715 Reduced 36.26%	17,076 $519,000
Q3 2018 Nov 14, 2018	BUY	N/A	26,791 New	26,791 $825,000
Q2 2018 Aug 13, 2018	SELL	N/A	-23 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	23	23 $1,000

Others Institutions Holding FLRN

# of Institutions

363

Shares Held

58M

Call Options Held

39.7K

Put Options Held

10.2K

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About SPDR BLOOMBERG INVESTMENT GRAD

Ticker FLRN
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Iht Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History