Iht Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Iht Wealth Management, LLC holds 62,982 shares of CALF stock, worth $2.74 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
62,982
Previous 137,929 54.34%
Holding current value
$2.74 Million
Previous $5.49 Million 49.8%
% of portfolio
0.07%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$39.37 - $44.24 $2.95 Million - $3.32 Million
-74,947 Reduced 54.34%
62,982 $2.76 Million
Q2 2025

Aug 14, 2025
SELL
$32.0 - $39.87 $65,280 - $81,334
-2,040 Reduced 1.46%
137,929 $5.49 Million
Q1 2025

May 15, 2025
SELL
$36.64 - $45.76 $188,219 - $235,069
-5,137 Reduced 3.54%
139,969 $5.25 Million
Q4 2024

Feb 14, 2025
BUY
$43.84 - $48.76 $1.92 Million - $2.14 Million
43,856 Added 43.31%
145,106 $6.39 Million
Q3 2024

Nov 14, 2024
BUY
$42.22 - $48.62 $490,976 - $565,401
11,629 Added 12.98%
101,250 $4.71 Million
Q2 2024

Aug 14, 2024
BUY
$43.12 - $48.83 $151,308 - $171,344
3,509 Added 4.07%
89,621 $3.9 Million
Q1 2024

May 15, 2024
BUY
$45.67 - $49.16 $928,242 - $999,176
20,325 Added 30.9%
86,112 $4.23 Million
Q4 2023

Feb 14, 2024
BUY
$39.26 - $48.89 $2.12 Million - $2.64 Million
54,002 Added 458.23%
65,787 $3.16 Million
Q3 2023

Nov 14, 2023
BUY
$39.65 - $43.9 $103,803 - $114,930
2,618 Added 28.56%
11,785 $491,000
Q2 2023

Aug 14, 2023
BUY
$35.81 - $40.7 $73,876 - $83,964
2,063 Added 29.04%
9,167 $373,000
Q1 2023

May 15, 2023
BUY
$35.55 - $41.37 $13,580 - $15,803
382 Added 5.68%
7,104 $270,000
Q4 2022

Feb 14, 2023
BUY
$33.6 - $39.4 $225,859 - $264,846
6,722 New
6,722 $241,000

Others Institutions Holding CALF

# of Institutions
452
Shares Held
67.3M
Call Options Held
8K
Put Options Held
0
View Full List

About PACER FDS TR PACER US SMALL CA

CALF Quotes by TradingView
  • Ticker CALF
  • Sector ETFs
  • Industry ETFs
More about CALF
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email