Iht Wealth Management, LLC Purchases in Q4 2024

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
519K
New
$46.68 - $47.95 $24.2M - $24.9M
519K $24.4M
FTA
First Tr Large Cap Value

ETFs
247K
+ 457.58%
$75.21 - $83.49 $18.6M - $20.6M
301K $23M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
225K
+ 382.62%
$78.43 - $87.17 $17.6M - $19.6M
283K $22.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
127K
New
$89.97 - $98.59 $11.4M - $12.5M
127K $12.1M
PULS
Pgim ETF Tr

ETFs
240K
+ 278.99%
$49.51 - $49.79 $11.9M - $12M
326K $16.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
121K
+ 465.34%
$84.34 - $95.14 $10.2M - $11.5M
147K $12.8M
AVEM
American Centy ETF Tr Avantis

ETFs
180K
+ 364.59%
$58.59 - $66.14 $10.6M - $11.9M
230K $13.5M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
123K
+ 97.46%
$73.49 - $86.09 $9.05M - $10.6M
250K $19.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
62.5K
+ 7.91%
$66.77 - $71.52 $4.17M - $4.47M
852K $58.8M
OMFL
Invesco Exchange Traded Self I

ETFs
89.2K
+ 23.34%
$52.49 - $56.58 $4.68M - $5.05M
471K $25.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
66.8K
+ 4.38%
$29.73 - $30.81 $1.99M - $2.06M
1.59M $48.6M
FLRN
Spdr Bloomberg Investment Grad

ETFs
93K
+ 53.01%
$30.67 - $30.84 $2.85M - $2.87M
268K $8.24M
EDV
Vanguard Extended Duration Tre

ETFs
42K
+ 311.42%
$67.27 - $79.67 $2.82M - $3.34M
55.5K $3.76M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
29.3K
+ 85.51%
$99.04 - $109.59 $2.9M - $3.21M
63.5K $6.32M
CGDV
Capital Group Divid Value ETF

ETFs
71.8K
New
$35.16 - $37.12 $2.53M - $2.67M
71.8K $2.53M
EFV
Msci Eafe Value ETF

ETFs
65.7K
+ 28.78%
$51.78 - $57.15 $3.4M - $3.75M
294K $15.4M
AVIG
American Centy ETF Tr Avantis

ETFs
51.4K
New
$40.48 - $42.48 $2.08M - $2.18M
51.4K $2.09M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
131K
+ 12.13%
$24.94 - $26.14 $3.27M - $3.43M
1.21M $30.3M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
24.8K
New
$81.34 - $96.75 $2.02M - $2.4M
24.8K $2.02M
EVRG
Evergy, Inc.

Utilities
30.4K
+ 307.9%
$59.06 - $65.0 $1.8M - $1.98M
40.3K $2.48M
XLF
Financial Sector Spdr

ETFs
19.9K
+ 7.7%
$44.89 - $51.34 $895K - $1.02M
279K $13.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
43.9K
+ 43.31%
$43.84 - $48.76 $1.92M - $2.14M
145K $6.39M
FSK
Fs Kkr Capital Corp

Financial Services
50.8K
+ 17.71%
$19.71 - $22.22 $1M - $1.13M
338K $7.34M
VFH
Vanguard Financial ETF

ETFs
11.8K
+ 44.25%
$108.87 - $126.2 $1.28M - $1.49M
38.4K $4.54M
EFG
Msci Eafe Growth ETF

ETFs
29.5K
+ 22.36%
$96.83 - $106.88 $2.86M - $3.15M
162K $15.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.3K
+ 45.61%
$115.08 - $119.55 $1.53M - $1.59M
42.6K $4.92M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
29.4K
+ 220.93%
$48.48 - $49.47 $1.42M - $1.45M
42.7K $2.08M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.39K
+ 7.48%
$129.96 - $144.97 $700K - $781K
77.4K $10.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
29.3K
+ 10.14%
$56.06 - $61.35 $1.64M - $1.8M
318K $18M
CLOI
Vaneck ETF Tr

ETFs
23.8K
New
$52.7 - $53.15 $1.25M - $1.26M
23.8K $1.26M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.73K
+ 19.38%
$198.04 - $221.51 $938K - $1.05M
29.2K $6.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8K
+ 3.85%
$176.42 - $186.91 $1.41M - $1.49M
216K $38.4M
IBMO
Ishares Tr Ibonds December 202

ETFs
41.6K
New
$25.4 - $25.62 $1.06M - $1.07M
41.6K $1.06M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
28.5K
New
$34.96 - $35.65 $995K - $1.01M
28.5K $999K
IYW
Ishares Dj Us Tech ETF

ETFs
779
+ 0.71%
$148.14 - $166.23 $115K - $129K
111K $17.7M
VUG
Vanguard Growth ETF

ETFs
569
+ 2.07%
$378.79 - $428.11 $216K - $244K
28K $11.5M
HGER
Harbor ETF Tr All Weather Infl
43.3K
New
$21.78 - $23.27 $943K - $1.01M
43.3K $958K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
27.3K
New
$32.56 - $42.89 $889K - $1.17M
27.3K $904K
HTLF
Heartland Financial Usa Inc

Financial Services
14.3K
New
$54.47 - $69.06 $777K - $985K
14.3K $874K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
34.2K
+ 252.84%
$25.3 - $26.31 $865K - $899K
47.7K $1.22M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
26K
+ 17.9%
$43.02 - $45.21 $1.12M - $1.17M
171K $7.38M
XLC
Select Sector Spdr Tr Communic

ETFs
3.05K
+ 3.56%
$89.66 - $102.16 $273K - $311K
88.5K $8.57M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.27K
+ 8.53%
$69.3 - $74.3 $642K - $689K
118K $8.42M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.36K
New
$170.03 - $192.78 $741K - $841K
4.36K $806K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.03K
+ 259.21%
$100.22 - $100.73 $805K - $809K
11.1K $1.12M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
11.6K
+ 11.42%
$65.67 - $69.79 $760K - $807K
113K $7.56M
AVUV
American Centy ETF Tr Avantis

ETFs
7.35K
+ 24.14%
$94.37 - $106.41 $694K - $782K
37.8K $3.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.45K
+ 12.31%
$94.43 - $105.47 $420K - $469K
40.6K $4.12M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.07K
New
$123.69 - $133.68 $627K - $677K
5.07K $633K
Activity Summary
Buys All Purchases 360 New Holdings 95 Increased Positions 265 Sells All Sells 694 Reductions 694 Sold out 0 Options Calls 0 Puts 0
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