Global Retirement Partners, LLC Ishares Tr Dow Jones Us Medica Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Global Retirement Partners, LLC holds 5,843 shares of IHI stock, worth $365,129. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,843

Previous 4,316 35.38%

Holding current value

$365,129

Previous $255,000 33.33%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$57.38 - $61.11 $87,619 - $93,314	1,527 Added 35.38%	5,843 $340,000
Q3 2024 Oct 16, 2024	SELL	$54.38 - $59.77 $80,645 - $88,638	-1,483 Reduced 25.57%	4,316 $255,000
Q2 2024 Jul 23, 2024	SELL	$54.36 - $57.86 $66,101 - $70,357	-1,216 Reduced 17.33%	5,799 $324,000
Q1 2024 Apr 23, 2024	BUY	$52.72 - $58.68 $2,688 - $2,992	51 Added 0.73%	7,015 $411,000
Q4 2023 Jan 18, 2024	SELL	$44.46 - $54.12 $263,158 - $320,336	-5,919 Reduced 45.94%	6,964 $375,000
Q3 2023 Oct 13, 2023	SELL	$48.19 - $57.76 $252,226 - $302,315	-5,234 Reduced 28.89%	12,883 $624,000
Q2 2023 Jul 20, 2023	BUY	$52.68 - $57.17 $8,060 - $8,747	153 Added 0.85%	18,117 $1.02 Million
Q1 2023 May 05, 2023	BUY	$50.46 - $56.06 $62,469 - $69,402	1,238 Added 7.4%	17,964 $969,000
Q4 2022 Feb 13, 2023	BUY	$47.29 - $54.28 $106,402 - $122,130	2,250 Added 15.54%	16,726 $879,000
Q3 2022 Nov 03, 2022	SELL	$47.07 - $55.56 $201,836 - $238,241	-4,288 Reduced 22.85%	14,476 $727,000
Q2 2022 Jul 15, 2022	SELL	$47.65 - $62.2 $79,623 - $103,936	-1,671 Reduced 8.18%	18,764 $946,000
Q1 2022 Jul 14, 2022	BUY	$55.84 - $65.41 $1.14 Million - $1.34 Million	20,435 New	20,435 $1.09 Million
Q4 2021 Jan 21, 2022	SELL	$61.58 - $66.32 $712,973 - $767,852	-11,578 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$60.41 - $67.15 $587,426 - $652,966	9,724 Added 524.49%	11,578 $727,000
Q2 2021 Jul 15, 2021	SELL	$55.06 - $60.62 $4,569 - $5,031	-83 Reduced 4.28%	1,854 $669,000
Q1 2021 Apr 14, 2021	SELL	$52.97 - $58.45 $6,462 - $7,130	-122 Reduced 5.93%	1,937 $640,000
Q4 2020 Jan 13, 2021	BUY	$49.24 - $54.55 $3,840 - $4,254	78 Added 3.94%	2,059 $674,000
Q3 2020 Oct 09, 2020	BUY	$44.27 - $51.59 $4,205 - $4,901	95 Added 5.04%	1,981 $593,000
Q2 2020 Jul 13, 2020	SELL	$35.5 - $45.33 $3,692 - $4,714	-104 Reduced 5.23%	1,886 $499,000
Q4 2019 Jan 23, 2020	BUY	$39.26 - $44.28 $8,283 - $9,343	211 Added 11.86%	1,990 $526,000
Q3 2019 Nov 19, 2019	BUY	$39.44 - $41.95 $13,370 - $14,221	339 Added 23.54%	1,779 $440,000
Q2 2019 Nov 19, 2019	BUY	$35.61 - $40.33 $40,880 - $46,298	1,148 Added 393.15%	1,440 $347,000
Q1 2019 May 07, 2019	SELL	$31.41 - $38.92 $942 - $1,167	-30 Reduced 9.32%	292 $68,000
Q4 2018 Feb 22, 2019	BUY	$30.61 - $37.95 $183 - $227	6 Added 1.9%	322 $64,000
Q3 2018 Oct 17, 2018	BUY	$33.54 - $37.91 $2,381 - $2,691	71 Added 28.98%	316 $72,000
Q2 2018 Aug 13, 2018	BUY	$30.1 - $34.45 $3,190 - $3,651	106 Added 76.26%	245 $49,000
Q4 2017 Aug 13, 2018	SELL	$27.98 - $29.62 $671 - $710	-24 Reduced 14.72%	139 $24,000
Q3 2017 Aug 10, 2018	BUY	$27.59 - $27.84 $1,738 - $1,753	63 Added 63.0%	163 $27,000
Q2 2017 Aug 10, 2018	BUY	N/A	46 Added 85.19%	100 $17,000
Q4 2016 Aug 10, 2018	BUY	N/A	54	54 $7,000

Others Institutions Holding IHI

# of Institutions

635

Shares Held

34.6M

Call Options Held

209K

Put Options Held

497K

View Full List

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
Sector ETFs
Industry ETFs

More about IHI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Ishares Tr Dow Jones Us Medica Transaction History