Financial Advocates Investment Management Ishares Tr Dow Jones Us Medica Transaction History

Financial Advocates Investment Management

$1.72 Billion
Q1 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Financial Advocates Investment Management holds 10,027 shares of IHI stock, worth $559,707. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,027

Previous 17,308 42.07%

Holding current value

$559,707

Previous $934,000 37.15%

% of portfolio

0.03%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$52.72 - $58.68 $383,854 - $427,249	-7,281 Reduced 42.07%	10,027 $587,000
Q4 2023 Feb 08, 2024	SELL	$44.46 - $54.12 $531,474 - $646,950	-11,954 Reduced 40.85%	17,308 $934,000
Q3 2023 Oct 27, 2023	SELL	$48.19 - $57.76 $1.15 Million - $1.37 Million	-23,787 Reduced 44.84%	29,262 $1.42 Million
Q2 2023 Aug 07, 2023	BUY	$52.68 - $57.17 $606,504 - $658,198	11,513 Added 27.72%	53,049 $3 Million
Q1 2023 May 11, 2023	SELL	$50.46 - $56.06 $318,099 - $353,402	-6,304 Reduced 13.18%	41,536 $2.24 Million

Q4 2022 Feb 14, 2023	BUY	$48.41 - $54.28 $125,575 - $140,802	2,594 Added 5.73%	47,840 $2.51 Million
Q3 2022 Nov 14, 2022	SELL	$48.07 - $55.56 $473,922 - $547,766	-9,859 Reduced 17.89%	45,246 $2.15 Million
Q2 2022 Aug 12, 2022	BUY	$47.65 - $62.2 $462,824 - $604,148	9,713 Added 21.4%	55,105 $2.78 Million
Q1 2022 May 11, 2022	BUY	$55.84 - $65.41 $577,999 - $677,058	10,351 Added 29.54%	45,392 $2.77 Million
Q4 2021 Feb 14, 2022	BUY	$61.58 - $66.32 $102,284 - $110,157	1,661 Added 4.98%	35,041 $2.28 Million
Q3 2021 Nov 04, 2021	SELL	$60.41 - $67.15 $187,271 - $208,165	-3,100 Reduced 8.5%	33,380 $2.1 Million
Q2 2021 Aug 03, 2021	BUY	$55.06 - $60.62 $1.69 Million - $1.86 Million	30,718 Added 533.11%	36,480 $3.83 Million
Q1 2021 May 10, 2021	SELL	$52.97 - $58.45 $39,197 - $43,253	-740 Reduced 11.38%	5,762 $1.9 Million
Q4 2020 Feb 12, 2021	BUY	$49.24 - $54.55 $229,507 - $254,257	4,661 Added 253.18%	6,502 $1.65 Million
Q3 2020 Nov 04, 2020	BUY	$44.27 - $51.59 $4,604 - $5,365	104 Added 5.99%	1,841 $552,000
Q2 2020 Aug 14, 2020	BUY	$35.5 - $45.33 $61,663 - $78,738	1,737 New	1,737 $300,000
Q1 2020 Apr 29, 2020	SELL	$30.83 - $46.19 $25,619 - $38,383	-831 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$39.26 - $44.28 $8,754 - $9,874	223 Added 36.68%	831 $220,000
Q4 2018 Feb 14, 2019	SELL	$30.61 - $37.95 $22,528 - $27,931	-736 Reduced 54.76%	608 $20,000
Q3 2018 Nov 14, 2018	SELL	$33.54 - $37.91 $59,768 - $67,555	-1,782 Reduced 57.01%	1,344 $0
Q1 2018 May 11, 2018	SELL	$28.78 - $32.28 $8,432 - $9,458	-293 Reduced 8.57%	3,126 $579,000
Q4 2017 Feb 15, 2018	BUY	$27.98 - $29.62 $95,663 - $101,270	3,419	3,419 $593,000

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

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Financial Advocates Investment Management Ishares Tr Dow Jones Us Medica Transaction History