Iht Wealth Management, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Iht Wealth Management, LLC holds 21,261 shares of XSHD stock, worth $291,913. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,261
Previous 21,113 0.7%
Holding current value
$291,913
Previous $293,000 2.39%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$12.13 - $13.94 $1,795 - $2,063
148 Added 0.7%
21,261 $286,000
Q1 2025

May 15, 2025
SELL
$13.81 - $14.82 $55,184 - $59,220
-3,996 Reduced 15.91%
21,113 $293,000
Q4 2024

Feb 14, 2025
BUY
$14.42 - $15.68 $362,071 - $393,709
25,109 New
25,109 $365,000

Others Institutions Holding XSHD

# of Institutions
32
Shares Held
885K
Call Options Held
0
Put Options Held
15.4K
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSHD Quotes by TradingView
  • Ticker XSHD
  • Sector ETFs
  • Industry ETFs
More about XSHD
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