Iht Wealth Management, LLC Spdr Bloomberg Investment Grad Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

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 268,303 shares of FLRN stock, worth $8.26 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
268,303
Previous 175,351 53.01%
Holding current value
$8.26 Million
Previous $5.41 Million 52.41%
% of portfolio
0.28%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
344
Shares Held
47.9M
Call Options Held
1.4K
Put Options Held
200
View Full List

About SPDR BLOOMBERG INVESTMENT GRAD

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