Bernardo Wealth Planning LLC Ishares Tr Dow Jones Us Medica Transaction History

Bernardo Wealth Planning LLC

  • $359 Million
  • Q1 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 7,152 shares of IHI stock, worth $399,224. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,152
Previous 9,221 22.44%
Holding current value
$399,224
Previous $497,000 15.69%
% of portfolio
0.12%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$52.72 - $58.68 $109,077 - $121,408
-2,069 Reduced 22.44%
7,152 $419,000
Q4 2023

Jan 25, 2024
SELL
$44.46 - $54.12 $25,475 - $31,010
-573 Reduced 5.85%
9,221 $497,000
Q3 2023

Oct 30, 2023
SELL
$48.19 - $57.76 $1,108 - $1,328
-23 Reduced 0.23%
9,794 $475,000
Q2 2023

Jul 21, 2023
SELL
$52.68 - $57.17 $47,622 - $51,681
-904 Reduced 8.43%
9,817 $554,000
Q1 2023

May 05, 2023
SELL
$50.46 - $56.06 $39,863 - $44,287
-790 Reduced 6.86%
10,721 $578,000
Q4 2022

Jan 30, 2023
SELL
$48.41 - $54.28 $60,270 - $67,578
-1,245 Reduced 9.76%
11,511 $605,000
Q3 2022

Oct 24, 2022
SELL
$48.07 - $55.56 $145,219 - $167,846
-3,021 Reduced 19.15%
12,756 $612,000
Q2 2022

Jul 29, 2022
SELL
$47.65 - $62.2 $211,327 - $275,857
-4,435 Reduced 21.94%
15,777 $795,000
Q1 2022

May 06, 2022
SELL
$55.84 - $65.41 $34,174 - $40,030
-612 Reduced 2.94%
20,212 $1.23 Million
Q4 2021

Jan 27, 2022
SELL
$61.58 - $66.32 $127,101 - $136,884
-2,064 Reduced 9.02%
20,824 $1.37 Million
Q3 2021

Oct 15, 2021
BUY
$60.41 - $67.15 $1.15 Million - $1.28 Million
19,118 Added 507.11%
22,888 $1.44 Million
Q2 2021

Jul 30, 2021
SELL
$55.06 - $60.62 $244,080 - $268,728
-4,433 Reduced 54.04%
3,770 $1.36 Million
Q1 2021

Apr 23, 2021
BUY
$52.97 - $58.45 $30,086 - $33,199
568 Added 7.44%
8,203 $2.71 Million
Q4 2020

Feb 01, 2021
SELL
$49.24 - $54.55 $63,815 - $70,696
-1,296 Reduced 14.51%
7,635 $2.5 Million
Q3 2020

Oct 23, 2020
BUY
$44.27 - $51.59 $17,619 - $20,532
398 Added 4.66%
8,931 $2.68 Million
Q2 2020

Aug 03, 2020
BUY
$35.5 - $45.33 $302,921 - $386,800
8,533 New
8,533 $2.26 Million

Others Institutions Holding IHI

# of Institutions
633
Shares Held
41.1M
Call Options Held
795K
Put Options Held
375K
View Full List

About ISHARES TR DOW JONES US MEDICA

IHI Quotes by TradingView
  • Ticker IHI
  • Sector ETFs
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More about IHI
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