Iht Wealth Management, LLC Wisdomtree Tr Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,880 shares of IHDG stock, worth $458,926. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,880

Previous 8,409 17.49%

Holding current value

$458,926

Previous $384,000 11.72%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$43.38 - $46.0 $63,811 - $67,666	1,471 Added 17.49%	9,880 $429,000
Q3 2024 Nov 14, 2024	BUY	$42.42 - $46.78 $356,709 - $393,373	8,409 New	8,409 $384,000
Q1 2024 May 15, 2024	SELL	$41.39 - $45.98 $17,135 - $19,035	-414 Reduced 2.39%	16,917 $777,000
Q4 2023 Feb 14, 2024	BUY	$37.18 - $42.02 $34,912 - $39,456	939 Added 5.73%	17,331 $727,000
Q3 2023 Nov 14, 2023	SELL	$38.54 - $40.44 $1.87 Million - $1.96 Million	-48,394 Reduced 74.7%	16,392 $635,000
Q2 2023 Aug 14, 2023	BUY	$39.29 - $40.67 $749,260 - $775,576	19,070 Added 41.71%	64,786 $2.6 Million
Q1 2023 May 15, 2023	BUY	$36.38 - $39.42 $1.15 Million - $1.24 Million	31,533 Added 222.33%	45,716 $1.8 Million
Q4 2022 Feb 14, 2023	BUY	$35.63 - $40.75 $146,403 - $167,441	4,109 Added 40.79%	14,183 $505,000
Q3 2022 Nov 22, 2022	BUY	$35.81 - $40.82 $360,749 - $411,220	10,074 New	10,074 $362,000
Q2 2018 Aug 13, 2018	SELL	N/A	-178 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	178	178 $5,000

Others Institutions Holding IHDG

# of Institutions

278

Shares Held

50.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Iht Wealth Management, LLC Wisdomtree Tr Transaction History