Iht Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Iht Wealth Management, LLC holds 108,662 shares of SPTM stock, worth $7.98 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
108,662
Previous 104,380 4.1%
Holding current value
$7.98 Million
Previous $6.93 Million 9.92%
% of portfolio
0.22%
Previous 0.26%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$63.28 - $70.06 $270,964 - $299,996
4,282 Added 4.1%
108,662 $7.61 Million
Q2 2024

Aug 14, 2024
SELL
$60.69 - $66.83 $507,429 - $558,765
-8,361 Reduced 7.42%
104,380 $6.93 Million
Q1 2024

May 15, 2024
SELL
$57.38 - $64.15 $371,076 - $414,858
-6,467 Reduced 5.42%
112,741 $7.23 Million
Q4 2023

Feb 14, 2024
SELL
$50.31 - $58.65 $6,238 - $7,272
-124 Reduced 0.1%
119,208 $6.97 Million
Q3 2023

Nov 14, 2023
BUY
$52.22 - $56.31 $455,253 - $490,910
8,718 Added 7.88%
119,332 $6.26 Million
Q2 2023

Aug 14, 2023
BUY
$49.75 - $54.44 $424,616 - $464,645
8,535 Added 8.36%
110,614 $6.02 Million
Q1 2023

May 15, 2023
BUY
$46.97 - $51.65 $819,485 - $901,137
17,447 Added 20.62%
102,079 $5.15 Million
Q4 2022

Feb 14, 2023
BUY
$44.09 - $50.41 $21,868 - $25,003
496 Added 0.59%
84,632 $4 Million
Q3 2022

Nov 22, 2022
BUY
$44.11 - $53.04 $86,940 - $104,541
1,971 Added 2.4%
84,136 $3.71 Million
Q2 2022

Aug 15, 2022
BUY
$45.19 - $56.15 $2.93 Million - $3.64 Million
64,815 Added 373.57%
82,165 $3.82 Million
Q1 2022

May 16, 2022
SELL
$51.36 - $58.82 $721,608 - $826,421
-14,050 Reduced 44.75%
17,350 $964,000
Q4 2021

Feb 14, 2022
BUY
$52.99 - $58.74 $679,278 - $752,988
12,819 Added 68.99%
31,400 $1.84 Million
Q3 2021

Nov 15, 2021
SELL
$52.32 - $55.93 $41,123 - $43,960
-786 Reduced 4.06%
18,581 $985,000
Q2 2021

Aug 16, 2021
SELL
$49.77 - $52.97 $528,159 - $562,117
-10,612 Reduced 35.4%
19,367 $1.03 Million
Q1 2021

May 18, 2021
SELL
$45.48 - $49.44 $483,816 - $525,942
-10,638 Reduced 26.19%
29,979 $1.48 Million
Q4 2020

Feb 17, 2021
SELL
$39.96 - $46.09 $32,287 - $37,240
-808 Reduced 1.95%
40,617 $1.87 Million
Q3 2020

Nov 19, 2020
BUY
$37.97 - $43.65 $119,757 - $137,672
3,154 Added 8.24%
41,425 $1.69 Million
Q2 2020

Aug 14, 2020
BUY
$29.99 - $39.74 $666,077 - $882,625
22,210 Added 138.29%
38,271 $1.45 Million
Q1 2020

May 13, 2020
BUY
$27.12 - $41.81 $435,574 - $671,510
16,061 New
16,061 $505,000
Q2 2018

Aug 13, 2018
SELL
N/A
-2,700 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-114 Reduced 4.05%
2,700 $87,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,345 Added 500.0%
2,814 $96,000
Q3 2017

Nov 14, 2017
BUY
N/A
469
469 $89,000

Others Institutions Holding SPTM

# of Institutions
646
Shares Held
87.1M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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