Concentrum Wealth Management Ishares Tr Dow Jones Us Medica Transaction History

Concentrum Wealth Management

$257 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$48.19 - $57.76 $113,776 - $136,371	2,361 Added 7.0%	36,076 $1.75 Million
Q2 2023 Aug 08, 2023	BUY	$52.68 - $57.17 $17,173 - $18,637	326 Added 0.98%	33,715 $1.9 Million
Q1 2023 May 03, 2023	BUY	$50.46 - $56.06 $13,573 - $15,080	269 Added 0.81%	33,389 $1.8 Million
Q4 2022 Feb 06, 2023	SELL	$47.29 - $54.28 $258,014 - $296,151	-5,456 Reduced 14.14%	33,120 $1.74 Million
Q3 2022 Nov 10, 2022	SELL	$47.07 - $55.56 $715,840 - $844,956	-15,208 Reduced 28.28%	38,576 $1.82 Million
Q2 2022 Jul 28, 2022	BUY	$47.65 - $62.2 $45,315 - $59,152	951 Added 1.8%	53,784 $2.71 Million
Q1 2022 May 06, 2022	SELL	$55.84 - $65.41 $93,643 - $109,692	-1,677 Reduced 3.08%	52,833 $3.22 Million
Q4 2021 Feb 02, 2022	BUY	$61.58 - $66.32 $2.16 Million - $2.32 Million	35,021 Added 179.7%	54,510 $3.59 Million
Q3 2021 Nov 12, 2021	BUY	$60.41 - $67.15 $1.18 Million - $1.31 Million	19,489 New	19,489 $1.22 Million
Q1 2021 Apr 29, 2021	SELL	$52.97 - $58.45 $480,543 - $530,258	-9,072 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$49.24 - $54.55 $43,331 - $48,004	880 Added 10.74%	9,072 $2.97 Million
Q3 2020 Oct 23, 2020	BUY	$44.27 - $51.59 $50,423 - $58,761	1,139 Added 16.15%	8,192 $2.46 Million
Q2 2020 Aug 06, 2020	BUY	$35.5 - $45.33 $250,381 - $319,712	7,053 New	7,053 $1.87 Million

Others Institutions Holding IHI

# of Institutions

620

Shares Held

36.8M

Call Options Held

311K

Put Options Held

1.15M

About ISHARES TR DOW JONES US MEDICA

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