Iht Wealth Management, LLC Sells in Q3 2025

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
-2
- 1.08%
$1271.04 - $1620.83 $2.54K - $3.24K
183 $241K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-1.2K
- 2.26%
$24.02 - $24.28 $28.8K - $29.1K
51.7K $1.24M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-952
- 5.69%
$47.76 - $48.46 $45.5K - $46.1K
15.8K $761K
VFH
Vanguard Financial ETF

ETFs
-1.1K
- 4.11%
$125.23 - $132.78 $138K - $146K
25.6K $3.36M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-734
- 20.32%
$66.81 - $74.64 $49K - $54.8K
2.88K $211K
EOG
Eog Resources Inc

Energy
-21
- 0.47%
$112.12 - $126.1 $2.35K - $2.65K
4.45K $499K
USA
Liberty All Star Equity Fund

Financial Services
-1.5K
- 2.63%
$6.34 - $6.94 $9.52K - $10.4K
55.6K $352K
VIS
Vanguard Industrial ETF

ETFs
-198
- 13.42%
$281.0 - $296.29 $55.6K - $58.7K
1.28K $378K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-453
- 11.01%
$208.95 - $229.72 $94.7K - $104K
3.66K $840K
CCL
Carnival Corp

Consumer Cyclical
-1.55K
- 12.72%
$28.37 - $32.49 $43.9K - $50.3K
10.6K $306K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.19K
- 2.48%
$49.05 - $49.99 $58.6K - $59.7K
46.9K $2.34M
OTIS
Otis Worldwide Corp

Industrials
-112
- 3.48%
$84.93 - $101.07 $9.51K - $11.3K
3.11K $284K
SUB
Ishares Short Term National Mu

ETFs
-316
- 11.64%
$106.17 - $107.3 $33.5K - $33.9K
2.4K $256K
KMB
Kimberly Clark Corp

Consumer Defensive
-98
- 2.29%
$121.72 - $136.77 $11.9K - $13.4K
4.19K $520K
IEF
Ishares Barclays

ETFs
-778
- 1.25%
$93.91 - $97.26 $73.1K - $75.7K
61.4K $5.92M
ED
Consolidated Edison Inc

Utilities
-299
- 5.88%
$95.57 - $105.36 $28.6K - $31.5K
4.79K $481K
AMCR
Amcor PLC

Consumer Cyclical
-331
- 1.24%
$7.97 - $9.94 $2.64K - $3.29K
26.4K $216K
CLX
Clorox CO

Consumer Defensive
-389
- 6.67%
$117.67 - $131.43 $45.8K - $51.1K
5.45K $671K
MCHP
Microchip Technology Inc

Technology
-111
- 3.31%
$60.95 - $75.26 $6.77K - $8.35K
3.25K $208K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-1.05K
- 9.2%
$47.63 - $50.52 $49.9K - $52.9K
10.3K $520K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-505
- 8.67%
$75.26 - $80.19 $38K - $40.5K
5.32K $424K
ICE
Intercontinental Exchange, Inc.

Financial Services
-28
- 1.97%
$167.28 - $188.45 $4.68K - $5.28K
1.39K $234K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.55K
- 2.54%
$26.44 - $27.1 $41.1K - $42.1K
59.7K $1.61M
MPLX
Mplx LP

Energy
-346
- 7.3%
$49.42 - $52.71 $17.1K - $18.2K
4.39K $219K
DNP
Dnp Select Income Fund Inc

Financial Services
-7.11K
- 3.39%
$9.65 - $10.02 $68.6K - $71.2K
202K $2.03M
DD
Du Pont De Nemours, Inc.

Basic Materials
-844
- 19.64%
$69.9 - $78.26 $59K - $66.1K
3.45K $269K
FISV
Fiserv Inc

Technology
-194
- 8.51%
N/A
2.09K $261K
FTGC
First Trust Global Tactical CO

ETFs
-1.93K
- 8.65%
$24.67 - $26.32 $47.7K - $50.9K
20.4K $528K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-900
- 1.56%
$30.02 - $30.29 $27K - $27.3K
56.9K $1.72M
AWK
American Water Works Company, Inc.

Utilities
-144
- 2.34%
$135.05 - $147.0 $19.4K - $21.2K
6.02K $838K
CCI
Crown Castle International Corp

Real Estate
-14
- 0.48%
$92.96 - $113.91 $1.3K - $1.59K
2.9K $279K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-24
- 0.57%
$123.13 - $140.8 $2.96K - $3.38K
4.17K $534K
UNM
Unum Group

Financial Services
-8
- 0.14%
$68.55 - $82.12 $548 - $657
5.82K $452K
MLPA
Global X Mlp ETF

ETFs
-157
- 2.74%
$48.25 - $51.56 $7.58K - $8.09K
5.57K $269K
KORP
American Centy ETF Tr Diversif

ETFs
-415
- 7.86%
$46.36 - $47.95 $19.2K - $19.9K
4.87K $231K
FTCS
First Trust Capital Strength E

ETFs
-1.9K
- 3.23%
$89.72 - $93.74 $170K - $178K
56.8K $5.32M
RCEL
Avita Medical, Inc.

Healthcare
-2.05K
- 7.35%
$4.17 - $6.76 $8.55K - $13.9K
25.9K $131K
VZ
Verizon Communications Inc

Communication Services
-1.68K
- 1.97%
$40.84 - $45.06 $68.6K - $75.7K
83.6K $3.68M
CSGP
Costar Group, Inc.

Real Estate
-338
- 10.23%
$81.42 - $96.83 $27.5K - $32.7K
2.97K $250K
JSML
Janus Detroit Str Tr Henderson

ETFs
-555
- 15.13%
$67.04 - $77.09 $37.2K - $42.8K
3.11K $232K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.58K
- 3.21%
$136.48 - $142.97 $352K - $369K
77.8K $10.9M
HDV
Ishares Core High Dividend ETF

ETFs
-1.54K
- 4.62%
$118.16 - $123.66 $182K - $191K
31.8K $3.9M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-69
- 2.52%
$86.67 - $100.17 $5.98K - $6.91K
2.67K $241K
RPM
Rpm International Inc

Basic Materials
-281
- 11.19%
$110.07 - $128.23 $30.9K - $36K
2.23K $262K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.22K
- 8.72%
$11.15 - $11.87 $24.7K - $26.3K
23.2K $269K
OOMA
Ooma Inc

Communication Services
-232
- 1.8%
$10.98 - $13.26 $2.55K - $3.08K
12.6K $153K
IGIC
International General Insurance Holdings Ltd.

Financial Services
-250
- 2.58%
$23.09 - $25.26 $5.77K - $6.32K
9.45K $219K
VBK
Vanguard Small Cap Growth ETF

ETFs
-564
- 7.51%
$276.51 - $305.12 $156K - $172K
6.95K $2.07M
IEMG
Ishares Inc

ETFs
-202
- 0.51%
N/A
39.4K $2.11M
Activity Summary
Buys All Purchases 648 New Holdings 94 Increased Positions 554 Sells All Sells 463 Reductions 463 Sold out 0 Options Calls 0 Puts 3
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