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
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
555
+ 2.87%
$108.28 - $117.54 $60.1K - $65.2K
19.9K $2.17M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.09K
+ 8.04%
$44.04 - $49.49 $48.2K - $54.1K
14.7K $647K
SII
Sprott Inc.

Financial Services
143
+ 1.32%
$41.42 - $47.55 $5.92K - $6.8K
10.9K $461K
AGNC
Agnc Investment Corp.

Real Estate
681
+ 6.63%
$9.21 - $10.59 $6.27K - $7.21K
11K $100K
RING
Ishares Inc Msci Global Gold M

ETFs
1.32K
+ 14.24%
$27.93 - $36.45 $37K - $48.3K
10.6K $298K
KRG
Kite Realty Group Trust

Real Estate
582
+ 3.25%
$24.49 - $27.85 $14.3K - $16.2K
18.5K $466K
CION
Cion Investment Corp

Financial Services
178
+ 0.69%
$11.25 - $12.08 $2K - $2.15K
26K $295K
KORP
American Centy ETF Tr Diversif

ETFs
33
+ 0.6%
$45.76 - $48.27 $1.51K - $1.59K
5.49K $252K
CVI
Cvr Energy Inc

Energy
1.28K
+ 14.32%
$15.9 - $25.09 $20.3K - $32K
10.2K $190K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.35K
+ 1.73%
$28.6 - $29.27 $38.5K - $39.4K
79.2K $2.27M
PBA
Pembina Pipeline Corp

Energy
207
+ 3.31%
$35.89 - $43.35 $7.43K - $8.97K
6.46K $238K
TAXF
American Centy ETF Tr Diversif

ETFs
1.56K
+ 2.03%
$49.94 - $51.44 $77.7K - $80K
78.2K $3.92M
AVDE
American Centy ETF Tr Avantis

ETFs
1.9K
+ 7.67%
$60.9 - $66.69 $116K - $127K
26.7K $1.64M
IDEV
Ishares Core Msci Intl Develop

ETFs
562
+ 5.9%
$64.18 - $70.42 $36.1K - $39.6K
10.1K $650K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
887
+ 15.15%
$104.5 - $125.64 $92.7K - $111K
6.74K $704K
IGLB
Ishares 10+ Year Investment Gr

ETFs
949
+ 5.23%
$49.36 - $53.72 $46.8K - $51K
19.1K $942K
AEM
Agnico Eagle Mines LTD

Basic Materials
77
+ 0.51%
$75.99 - $88.85 $5.85K - $6.84K
15K $1.18M
XLE
Energy Sector Spdr

ETFs
1.06K
+ 1.9%
$83.32 - $97.27 $88.2K - $103K
56.8K $4.86M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
533
+ 2.54%
$22.21 - $24.22 $11.8K - $12.9K
21.5K $477K
IQLT
Ishares Msci Intl Quality Fact

ETFs
400
+ 3.92%
$37.12 - $41.23 $14.8K - $16.5K
10.6K $393K
SCHO
Schwab Short Term Us Treasury

ETFs
3.46K
+ 69.47%
$24.06 - $48.88 $83.2K - $169K
8.43K $202K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
27
+ 0.05%
$21.42 - $22.58 $578 - $610
52.7K $1.13M
HRB
H&R Block Inc

Consumer Cyclical
152
+ 2.72%
$52.14 - $63.36 $7.93K - $9.63K
5.74K $303K
F
Ford Motor CO

Consumer Cyclical
4.11K
+ 2.88%
$9.69 - $11.4 $39.8K - $46.8K
147K $1.45M
HDV
Ishares Core High Dividend ETF

ETFs
1.15K
+ 3.29%
$110.82 - $121.28 $127K - $139K
36.1K $4.05M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
23
+ 0.09%
$89.9 - $100.66 $2.07K - $2.32K
24.7K $2.23M
IXUS
Ishares Tr

ETFs
33
+ 0.3%
$65.95 - $72.56 $2.18K - $2.39K
10.9K $722K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
2.29K
+ 4.6%
$21.0 - $23.52 $48K - $53.8K
52K $1.11M
ALB
Albemarle Corp

Basic Materials
461
+ 3.24%
$86.08 - $111.3 $39.7K - $51.3K
14.7K $1.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
908
+ 1.41%
$174.22 - $187.62 $158K - $170K
65.4K $11.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.23K
+ 6.65%
$60.13 - $67.31 $134K - $150K
35.8K $2.18M
FNDX
Schwab Fundamental U S Large C

ETFs
41.9K
+ 181.89%
$23.49 - $71.77 $984K - $3.01M
64.9K $1.54M
FNDA
Schwab Fundamental U S Small C

ETFs
2.88K
+ 41.74%
$29.26 - $59.11 $84.2K - $170K
9.77K $290K
SONY
Sony Group Corp

Technology
8.48K
+ 212.7%
$17.53 - $96.8 $149K - $820K
12.5K $263K
O
Realty Income Corp

Real Estate
3.71K
+ 11.53%
$51.76 - $64.71 $192K - $240K
35.9K $1.92M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
143
+ 0.57%
$70.1 - $76.53 $10K - $10.9K
25.2K $1.78M
IEF
Ishares Barclays

ETFs
2.2K
+ 3.31%
$92.08 - $98.18 $203K - $216K
68.7K $6.35M
TSCO
Tractor Supply CO

Consumer Cyclical
11.8K
+ 320.28%
$52.59 - $303.74 $621K - $3.58M
15.5K $821K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
10.2K
+ 10.04%
$33.77 - $44.09 $345K - $451K
112K $3.8M
SLV
I Shares Silver Trust

ETFs
2.68K
+ 1.38%
$26.33 - $31.74 $70.6K - $85.1K
197K $5.19M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.62K
+ 20.64%
$22.63 - $47.53 $105K - $219K
27K $612K
LRCX
Lam Research Corp

Technology
20.7K
+ 757.02%
$70.05 - $814.09 $1.45M - $16.8M
23.4K $1.69M
SCHX
Schwab Strategic Tr Us Large C

ETFs
32.9K
+ 111.63%
$22.4 - $68.28 $737K - $2.25M
62.4K $1.45M
NEE
Nextera Energy Inc

Utilities
638
+ 1.22%
$69.77 - $85.43 $44.5K - $54.5K
52.8K $3.79M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
694
+ 0.91%
$131.66 - $144.0 $91.4K - $99.9K
77K $10.2M
PANW
Palo Alto Networks Inc

Technology
8.53K
+ 59.74%
$181.96 - $405.9 $1.55M - $3.46M
22.8K $4.15M
ASTS
Ast Space Mobile, Inc.

Communication Services
25.1K
+ 9.74%
$21.1 - $28.49 $529K - $715K
283K $5.96M
UNH
Unitedhealth Group Inc

Healthcare
274
+ 2.37%
$485.52 - $625.25 $133K - $171K
11.8K $5.99M
AMGN
Amgen Inc

Healthcare
18
+ 0.14%
$258.78 - $328.31 $4.66K - $5.91K
12.8K $3.33M
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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