Hall Private Wealth Advisors Ishares Tr Dow Jones Us Medica Transaction History

Hall Private Wealth Advisors

$149 Million
Q3 2023

A detailed history of Hall Private Wealth Advisors transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Hall Private Wealth Advisors holds 111,453 shares of IHI stock, worth $6.25 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

111,453

Previous 192,396 42.07%

Holding current value

$6.25 Million

Previous $10.9 Million 50.24%

% of portfolio

3.63%

Previous 5.87%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$48.19 - $57.76 $3.9 Million - $4.68 Million	-80,943 Reduced 42.07%	111,453 $5.41 Million
Q2 2023 Jul 14, 2023	SELL	$52.68 - $57.17 $746,580 - $810,213	-14,172 Reduced 6.86%	192,396 $10.9 Million
Q1 2023 Apr 18, 2023	SELL	$50.46 - $56.06 $66,001 - $73,326	-1,308 Reduced 0.63%	206,568 $11.2 Million
Q4 2022 Jan 20, 2023	SELL	$48.41 - $54.28 $398,511 - $446,832	-8,232 Reduced 3.81%	207,876 $0
Q3 2022 Oct 31, 2022	BUY	$48.07 - $55.56 $469,163 - $542,265	9,760 Added 4.73%	216,108 $10.2 Million

Q2 2022 Jul 20, 2022	SELL	$47.65 - $62.2 $1.21 Million - $1.58 Million	-25,421 Reduced 10.97%	206,348 $10.4 Million
Q1 2022 May 02, 2022	BUY	$55.84 - $65.41 $1.1 Million - $1.29 Million	19,761 Added 9.32%	231,769 $14.1 Million
Q4 2021 Jan 28, 2022	SELL	$61.58 - $66.32 $60,348 - $64,993	-980 Reduced 0.46%	212,008 $14 Million
Q3 2021 Nov 12, 2021	BUY	$60.41 - $67.15 $10.8 Million - $12 Million	178,889 Added 524.62%	212,988 $13.4 Million
Q2 2021 Aug 16, 2021	BUY	$55.06 - $60.62 $196,068 - $215,867	3,561 Added 11.66%	34,099 $12.3 Million
Q4 2020 Mar 11, 2021	BUY	$49.24 - $54.55 $1.5 Million - $1.67 Million	30,538 New	30,538 $10 Million

Others Institutions Holding IHI

# of Institutions

632

Shares Held

41.1M

Call Options Held

795K

Put Options Held

375K

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About ISHARES TR DOW JONES US MEDICA

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Hall Private Wealth Advisors Ishares Tr Dow Jones Us Medica Transaction History