A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Creative One Wealth, LLC holds 7,476 shares of IHI stock, worth $412,974. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,476
Holding current value
$412,974
% of portfolio
0.02%

Shares

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

May 14, 2024

BUY
$52.72 - $58.68 $394,134 - $438,691
7,476 New
7,476 $438,000
Q2 2023

Aug 16, 2023

SELL
$52.68 - $57.17 $164,677 - $178,713
-3,126 Reduced 28.13%
7,988 $451,000
Q2 2023

Aug 14, 2023

BUY
$52.68 - $57.17 $214,987 - $233,310
4,081 Added 58.03%
11,114 $602,000
Q1 2023

May 15, 2023

SELL
$50.46 - $56.06 $22,555 - $25,058
-447 Reduced 5.98%
7,033 $380,000
Q4 2022

Feb 14, 2023

SELL
$48.41 - $54.28 $169,677 - $190,251
-3,505 Reduced 31.91%
7,480 $393,000
Q3 2022

Nov 14, 2022

SELL
$48.07 - $55.56 $226,457 - $261,743
-4,711 Reduced 30.01%
10,985 $518,000
Q2 2022

Aug 12, 2022

BUY
$47.65 - $62.2 $70,855 - $92,491
1,487 Added 10.47%
15,696 $792,000
Q1 2022

May 13, 2022

SELL
$55.84 - $65.41 $781,313 - $915,216
-13,992 Reduced 49.62%
14,209 $866,000
Q4 2021

Feb 15, 2022

BUY
$61.58 - $66.32 $1.1 Million - $1.19 Million
17,928 Added 174.52%
28,201 $1.86 Million
Q3 2021

Nov 16, 2021

BUY
$60.41 - $67.15 $5,920 - $6,580
98 Added 0.96%
10,273 $645,000
Q2 2021

Aug 13, 2021

BUY
$55.06 - $60.62 $251,789 - $277,215
4,573 Added 81.63%
10,175 $3.67 Million
Q1 2021

May 17, 2021

BUY
$52.97 - $58.45 $216,912 - $239,352
4,095 Added 271.73%
5,602 $1.85 Million
Q4 2020

Feb 12, 2021

BUY
$49.24 - $54.55 $74,204 - $82,206
1,507 New
1,507 $492,000

Others Institutions Holding IHI

About ISHARES TR DOW JONES US MEDICA


  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.