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
BOTZ
Global X Fds

ETFs
1.74K
+ 9.37%
$31.11 - $34.18 $54.1K - $59.4K
20.3K $648K
JHML
John Hancock Multifactor Large

ETFs
695
+ 13.2%
$68.78 - $73.44 $47.8K - $51K
5.96K $415K
IHDG
Wisdomtree Tr

ETFs
1.47K
+ 17.49%
$43.38 - $46.0 $63.8K - $67.7K
9.88K $429K
IYE
Ishares Tr

ETFs
1.5K
+ 4.89%
$43.93 - $51.37 $66K - $77.2K
32.2K $1.47M
OPRA
Opera LTD

Communication Services
100
+ 0.84%
$14.49 - $20.22 $1.45K - $2.02K
12K $227K
IYJ
Ishares Tr

ETFs
317
+ 2.19%
$132.97 - $143.93 $42.2K - $45.6K
14.8K $1.97M
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.24K
+ 7.36%
$21.1 - $23.08 $68.3K - $74.7K
47.2K $1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.22K
+ 20.48%
$32.65 - $33.68 $40K - $41.2K
7.2K $235K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.9K
+ 4.9%
$11.34 - $12.27 $21.5K - $23.3K
40.7K $485K
USA
Liberty All Star Equity Fund

Financial Services
5.5K
+ 17.26%
$6.82 - $7.46 $37.5K - $41K
37.4K $259K
GEVO
Gevo, Inc.

Basic Materials
14K
New
$1.38 - $3.29 $19.3K - $46K
14K $29K
COP
Conocophillips

Energy
848
+ 9.14%
$95.12 - $114.72 $80.7K - $97.3K
10.1K $1M
IP
International Paper CO

Consumer Cyclical
90
+ 2.09%
$46.64 - $59.57 $4.2K - $5.36K
4.4K $236K
TFC
Truist Financial Corp

Financial Services
344
+ 2.23%
$41.51 - $48.1 $14.3K - $16.5K
15.8K $685K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
13
+ 0.14%
$72.18 - $81.41 $938 - $1.06K
9.15K $691K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
172
+ 7.82%
$125.5 - $148.67 $21.6K - $25.6K
2.37K $313K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
297
+ 7.63%
$62.07 - $66.61 $18.4K - $19.8K
4.19K $268K
A
Agilent Technologies, Inc.

Healthcare
339
+ 21.46%
$125.69 - $146.56 $42.6K - $49.7K
1.92K $257K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.75K
+ 10.16%
$19.27 - $20.9 $33.8K - $36.6K
19K $375K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
518
+ 2.36%
$50.53 - $55.55 $26.2K - $28.8K
22.5K $1.15M
FAST
Fastenal CO

Industrials
276
+ 5.53%
$69.99 - $84.35 $19.3K - $23.3K
5.27K $378K
WEAT
Teucrium Commodity Tr Wheat Fd

ETFs
6K
+ 30.0%
$4.66 - $5.5 $28K - $33K
26K $125K
DUHP
Dimensional ETF Tr Dimensional

ETFs
730
+ 5.07%
$33.62 - $35.69 $24.5K - $26.1K
15.1K $511K
MPLX
Mplx LP

Energy
26
+ 0.51%
$43.77 - $51.66 $1.14K - $1.34K
5.1K $244K
TLRY
Tilray Brands, Inc.

Healthcare
14.6K
New
$1.16 - $1.77 $17K - $25.9K
14.6K $19K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
759
+ 2.96%
$25.35 - $25.53 $19.2K - $19.4K
26.4K $671K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
373
+ 8.73%
$63.23 - $66.65 $23.6K - $24.9K
4.64K $294K
BSM
Black Stone Minerals, L.P.

Energy
1.89K
+ 8.85%
$13.86 - $15.57 $26.2K - $29.4K
23.3K $339K
IWS
Ishares Russell Midcap Value E

ETFs
247
+ 4.27%
$128.08 - $140.32 $31.6K - $34.7K
6.03K $779K
FXO
First Tr Exchange Traded Fd Fi

ETFs
27
+ 0.66%
$50.63 - $59.0 $1.37K - $1.59K
4.14K $224K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
1.84K
+ 14.04%
$13.32 - $14.3 $24.5K - $26.3K
15K $200K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
726
+ 1.44%
$53.38 - $60.64 $38.8K - $44K
51.2K $2.79M
BSGM
Bio Sig Technologies, Inc.

Healthcare
10.6K
New
$0.24 - $2.23 $2.54K - $23.6K
10.6K $13K
IPW
I Power Inc.

Consumer Cyclical
15K
New
$0.61 - $2.15 $9.15K - $32.3K
15K $12K
SGMO
Sangamo Therapeutics, Inc

Healthcare
12K
New
$0.78 - $2.87 $9.36K - $34.4K
12K $12K
EGHT
8 X8 Inc

Technology
2K
+ 20.0%
$1.85 - $3.19 $3.7K - $6.38K
12K $32K
DTH
Wisdomtree Tr

ETFs
874
+ 14.78%
$37.38 - $41.11 $32.7K - $35.9K
6.79K $256K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
15
+ 0.77%
$120.76 - $140.58 $1.81K - $2.11K
1.97K $251K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
103
+ 2.68%
$94.54 - $104.98 $9.74K - $10.8K
3.94K $376K
SIL
Global X Silver Miners ETF

ETFs
2.76K
+ 11.39%
$31.61 - $41.98 $87.2K - $116K
27K $858K
CI
Cigna Corp

Healthcare
327
+ 28.09%
$265.59 - $358.58 $86.8K - $117K
1.49K $411K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
630
+ 6.98%
$39.3 - $41.34 $24.8K - $26K
9.66K $380K
FBT
First Trust Nyse Arca Biotechn

ETFs
87
+ 6.95%
$161.65 - $178.69 $14.1K - $15.5K
1.34K $222K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
15
+ 0.65%
$111.94 - $126.4 $1.68K - $1.9K
2.32K $268K
SUN
Sunoco LP

Energy
448
+ 4.65%
$50.8 - $56.82 $22.8K - $25.5K
10.1K $518K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
741
+ 10.73%
$32.68 - $36.28 $24.2K - $26.9K
7.65K $249K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
4.7K
+ 31.46%
$22.4 - $29.88 $105K - $140K
19.6K $442K
DFAT
Dimensional ETF Tr U S Target

ETFs
17
+ 0.36%
$54.54 - $61.04 $927 - $1.04K
4.68K $260K
AG
First Majestic Silver Corp

Basic Materials
1.48K
+ 10.76%
$5.39 - $7.94 $7.98K - $11.8K
15.2K $83K
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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