Iht Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 283,335 shares of MDYV stock, worth $22.9 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

283,335

Previous 58,708 382.62%

Holding current value

$22.9 Million

Previous $4.66 Million 387.2%

% of portfolio

0.76%

Previous 0.14%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$78.43 - $87.17 $17.6 Million - $19.6 Million	224,627 Added 382.62%	283,335 $22.7 Million
Q3 2024 Nov 14, 2024	SELL	$71.9 - $79.86 $1.6 Million - $1.78 Million	-22,305 Reduced 27.53%	58,708 $4.66 Million
Q2 2024 Aug 14, 2024	SELL	$70.34 - $76.15 $3.55 Million - $3.84 Million	-50,467 Reduced 38.38%	81,013 $5.91 Million
Q1 2024 May 15, 2024	BUY	$70.29 - $76.0 $155,340 - $167,960	2,210 Added 1.71%	131,480 $9.99 Million
Q4 2023 Feb 14, 2024	SELL	$59.86 - $74.11 $227,408 - $281,543	-3,799 Reduced 2.85%	129,270 $9.49 Million
Q3 2023 Nov 14, 2023	BUY	$63.95 - $71.85 $7.52 Million - $8.45 Million	117,659 Added 763.52%	133,069 $8.63 Million
Q2 2023 Aug 14, 2023	BUY	$62.86 - $68.78 $22,001 - $24,073	350 Added 2.32%	15,410 $1.06 Million
Q1 2023 May 15, 2023	SELL	$62.53 - $74.6 $28.7 Million - $34.2 Million	-458,281 Reduced 96.82%	15,060 $995,000
Q4 2022 Feb 14, 2023	BUY	$58.96 - $68.57 $26.7 Million - $31.1 Million	453,325 Added 2264.81%	473,341 $30.6 Million
Q3 2022 Nov 22, 2022	BUY	$57.82 - $69.04 $393,638 - $470,024	6,808 Added 51.54%	20,016 $1.16 Million
Q2 2022 Aug 15, 2022	SELL	$58.95 - $70.77 $20.2 Million - $24.2 Million	-342,527 Reduced 96.29%	13,208 $799,000
Q1 2022 May 16, 2022	BUY	$65.94 - $72.42 $19.6 Million - $21.5 Million	297,399 Added 509.8%	355,735 $25 Million
Q4 2021 Feb 14, 2022	SELL	$66.5 - $72.84 $8.22 Million - $9 Million	-123,555 Reduced 67.93%	58,336 $4.15 Million
Q3 2021 Nov 15, 2021	SELL	$64.04 - $69.55 $2.02 Million - $2.19 Million	-31,492 Reduced 14.76%	181,891 $12 Million
Q2 2021 Aug 16, 2021	BUY	$66.04 - $70.76 $382,965 - $410,337	5,799 Added 2.79%	213,383 $14.4 Million
Q1 2021 May 18, 2021	BUY	$54.52 - $67.74 $10.6 Million - $13.2 Million	194,911 Added 1538.0%	207,584 $13.6 Million
Q4 2020 Feb 17, 2021	BUY	$43.9 - $55.67 $44,865 - $56,894	1,022 Added 8.77%	12,673 $703,000
Q3 2020 Nov 19, 2020	BUY	$41.0 - $46.73 $187,780 - $214,023	4,580 Added 64.77%	11,651 $506,000
Q2 2020 Aug 14, 2020	BUY	$32.45 - $48.54 $229,453 - $343,226	7,071 New	7,071 $301,000

Others Institutions Holding MDYV

# of Institutions

402

Shares Held

31.8M

Call Options Held

400

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History