A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 151,941 shares of IHI stock, worth $9.01 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
151,941
Previous 156,849 3.13%
Holding current value
$9.01 Million
Previous $8.79 Million 2.37%
% of portfolio
0.08%
Previous 0.09%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$54.38 - $59.77 $266,897 - $293,351
-4,908 Reduced 3.13%
151,941 $9 Million
Q2 2024

Aug 19, 2024

SELL
$54.36 - $57.86 $81,213 - $86,442
-1,494 Reduced 0.94%
156,849 $8.79 Million
Q1 2024

May 14, 2024

SELL
$52.72 - $58.68 $204,553 - $227,678
-3,880 Reduced 2.39%
158,343 $9.28 Million
Q4 2023

Feb 28, 2024

SELL
$44.46 - $54.12 $132,713 - $161,548
-2,985 Reduced 1.81%
162,223 $8.76 Million
Q3 2023

Nov 22, 2023

BUY
$48.19 - $57.76 $7.76 Million - $9.3 Million
160,999 Added 3825.11%
165,208 $8.01 Million
Q2 2023

Aug 14, 2023

BUY
$52.68 - $57.17 $173,527 - $188,317
3,294 Added 360.0%
4,209 $237,000
Q1 2023

Jun 05, 2023

BUY
$50.46 - $56.06 $46,170 - $51,294
915 New
915 $49,000
Q4 2022

Jun 12, 2023

BUY
$47.29 - $54.28 $3.9 Million - $4.48 Million
82,571 Added 9024.15%
83,486 $4.39 Million
Q2 2022

Aug 11, 2022

SELL
$47.65 - $62.2 $68,949 - $90,003
-1,447 Reduced 18.46%
6,393 $322,000
Q1 2022

May 20, 2022

BUY
$55.84 - $65.41 $41,209 - $48,272
738 Added 10.39%
7,840 $478,000
Q4 2021

Feb 17, 2022

SELL
$61.58 - $66.32 $43,352 - $46,689
-704 Reduced 9.02%
7,102 $468,000
Q3 2021

Nov 23, 2021

BUY
$60.41 - $67.15 $326,334 - $362,744
5,402 Added 224.71%
7,806 $490,000
Q3 2021

Nov 16, 2021

BUY
$60.41 - $67.15 $50,804 - $56,473
841 Added 53.81%
2,404 $490,000
Q2 2021

Aug 24, 2021

SELL
$55.06 - $60.62 $37,055 - $40,797
-673 Reduced 30.1%
1,563 $564,000
Q1 2021

May 17, 2021

SELL
$52.97 - $58.45 $47,090 - $51,962
-889 Reduced 28.45%
2,236 $739,000
Q4 2020

Feb 18, 2021

SELL
$49.24 - $54.55 $8,863 - $9,819
-180 Reduced 5.45%
3,125 $1.02 Million
Q3 2020

Nov 17, 2020

SELL
$44.27 - $51.59 $2,656 - $3,095
-60 Reduced 1.78%
3,305 $990,000
Q2 2020

Aug 14, 2020

SELL
$35.5 - $45.33 $11,466 - $14,641
-323 Reduced 8.76%
3,365 $891,000
Q1 2020

May 18, 2020

SELL
$30.83 - $46.19 $14,829 - $22,217
-481 Reduced 11.54%
3,688 $831,000
Q4 2019

Feb 14, 2020

SELL
$39.26 - $44.28 $12,052 - $13,593
-307 Reduced 6.86%
4,169 $1.1 Million
Q3 2019

Nov 18, 2019

SELL
$39.44 - $41.95 $30,211 - $32,133
-766 Reduced 14.61%
4,476 $1.11 Million
Q2 2019

Aug 27, 2019

SELL
$35.61 - $40.33 $20,155 - $22,826
-566 Reduced 9.75%
5,242 $1.26 Million
Q1 2019

May 20, 2019

SELL
$31.41 - $38.92 $10,239 - $12,687
-326 Reduced 5.31%
5,808 $1.35 Million
Q4 2018

Feb 19, 2019

SELL
$30.61 - $37.95 $8,234 - $10,208
-269 Reduced 4.2%
6,134 $1.23 Million
Q3 2018

Nov 15, 2018

SELL
$33.54 - $37.91 $18,312 - $20,698
-546 Reduced 7.86%
6,403 $1.46 Million
Q2 2018

Aug 14, 2018

SELL
$30.1 - $34.45 $21,852 - $25,010
-726 Reduced 9.46%
6,949 $1.39 Million
Q1 2018

May 15, 2018

SELL
$28.78 - $32.28 $33,499 - $37,573
-1,164 Reduced 13.17%
7,675 $1.42 Million
Q4 2017

Feb 15, 2018

SELL
$27.98 - $29.62 $80,666 - $85,394
-2,883 Reduced 24.59%
8,839 $1.53 Million
Q3 2017

Nov 15, 2017

SELL
$27.59 - $27.84 $42,957 - $43,346
-1,557 Reduced 11.73%
11,722 $1.96 Million
Q2 2017

Aug 17, 2017

BUY
N/A
13,279
13,279 $2.21 Million

Others Institutions Holding IHI

About ISHARES TR DOW JONES US MEDICA


  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
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