Campbell Wealth Management Ishares Tr Dow Jones Us Medica Transaction History

Campbell Wealth Management

$309 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$52.68 - $57.17 $206,663 - $224,277	3,923 New	3,923 $221,000
Q1 2023 May 08, 2023	SELL	$50.46 - $56.06 $65,143 - $72,373	-1,291 Reduced 22.73%	4,389 $237,000
Q4 2022 Jan 10, 2023	SELL	$47.29 - $54.28 $3,215 - $3,691	-68 Reduced 1.18%	5,680 $299,000
Q3 2022 Oct 11, 2022	BUY	$47.07 - $55.56 $6,213 - $7,333	132 Added 2.35%	5,748 $271,000
Q1 2022 May 18, 2022	SELL	$55.84 - $65.41 $56,230 - $65,867	-1,007 Reduced 15.2%	5,616 $342,000
Q4 2021 Jan 27, 2022	BUY	$61.58 - $66.32 $407,844 - $439,237	6,623 New	6,623 $436,000
Q3 2021 Dec 22, 2022	SELL	$60.41 - $67.15 $27,184 - $30,217	-450 Reduced 7.83%	5,298 $333,000
Q3 2021 Oct 25, 2021	SELL	$60.41 - $67.15 $53,342 - $59,293	-883 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$55.06 - $60.62 $3,303 - $3,637	60 Added 7.29%	883 $319,000
Q1 2021 Apr 30, 2021	BUY	$52.97 - $58.45 $8,369 - $9,235	158 Added 23.76%	823 $272,000
Q4 2020 Jan 19, 2021	BUY	$49.24 - $54.55 $32,744 - $36,275	665 New	665 $218,000
Q3 2020 Nov 02, 2020	SELL	$44.27 - $51.59 $26,650 - $31,057	-602 Closed	0 $0
Q2 2020 Jul 23, 2020	BUY	$35.5 - $45.33 $21,371 - $27,288	602 New	602 $159,000

Others Institutions Holding IHI

# of Institutions

607

Shares Held

39.8M

Call Options Held

378K

Put Options Held

235K

About ISHARES TR DOW JONES US MEDICA

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