Iht Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Iht Wealth Management, LLC

$3.68 Billion
Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,673 shares of GRID stock, worth $1.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,673

Previous 7,631 0.55%

Holding current value

$1.17 Million

Previous $1.06 Million 9.34%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$138.08 - $151.2 $5,799 - $6,350	42 Added 0.55%	7,673 $1.16 Million
Q2 2025 Aug 14, 2025	BUY	$101.69 - $139.02 $10,270 - $14,041	101 Added 1.34%	7,631 $1.06 Million
Q1 2025 May 15, 2025	SELL	$113.13 - $127.79 $32,468 - $36,675	-287 Reduced 3.67%	7,530 $851,000
Q4 2024 Feb 14, 2025	BUY	$119.34 - $127.78 $425,447 - $455,535	3,565 Added 83.84%	7,817 $932,000
Q3 2024 Nov 14, 2024	BUY	$110.06 - $128.44 $86,066 - $100,440	782 Added 22.54%	4,252 $541,000

Q2 2024 Aug 14, 2024	BUY	$109.73 - $121.69 $52,780 - $58,532	481 Added 16.09%	3,470 $401,000
Q1 2024 May 15, 2024	SELL	$98.77 - $114.86 $59,360 - $69,030	-601 Reduced 16.74%	2,989 $342,000
Q4 2023 Feb 14, 2024	SELL	$85.32 - $105.07 $761,139 - $937,329	-8,921 Reduced 71.31%	3,590 $375,000
Q3 2023 Nov 14, 2023	BUY	$93.06 - $107.86 $44,575 - $51,664	479 Added 3.98%	12,511 $1.17 Million
Q2 2023 Aug 14, 2023	BUY	$94.41 - $105.64 $27,945 - $31,269	296 Added 2.52%	12,032 $1.26 Million
Q1 2023 May 15, 2023	SELL	$87.19 - $97.66 $5.02 Million - $5.63 Million	-57,600 Reduced 83.07%	11,736 $1.15 Million
Q4 2022 Feb 14, 2023	BUY	$73.72 - $93.58 $3.97 Million - $5.04 Million	53,834 Added 347.27%	69,336 $6.05 Million
Q3 2022 Nov 22, 2022	BUY	$75.24 - $92.07 $34,911 - $42,720	464 Added 3.09%	15,502 $1.17 Million
Q2 2022 Aug 15, 2022	SELL	$76.95 - $95.23 $1,539 - $1,904	-20 Reduced 0.13%	15,038 $1.17 Million
Q1 2022 May 16, 2022	BUY	$83.69 - $103.52 $174,326 - $215,632	2,083 Added 16.05%	15,058 $1.42 Million
Q4 2021 Feb 14, 2022	SELL	$92.42 - $105.89 $21,626 - $24,778	-234 Reduced 1.77%	12,975 $1.33 Million
Q3 2021 Nov 15, 2021	BUY	$90.04 - $100.03 $368,353 - $409,222	4,091 Added 44.87%	13,209 $1.22 Million
Q2 2021 Aug 16, 2021	BUY	$84.93 - $93.04 $164,594 - $180,311	1,938 Added 26.99%	9,118 $844,000
Q1 2021 May 18, 2021	BUY	$80.63 - $88.15 $578,923 - $632,917	7,180 New	7,180 $620,000

Others Institutions Holding GRID

# of Institutions

395

Shares Held

15.6M

Call Options Held

Put Options Held

5.9K

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Iht Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History