Heirloom Wealth Management Ishares Tr Dow Jones Us Medica Transaction History

Heirloom Wealth Management

$308 Million
Q3 2024

A detailed history of Heirloom Wealth Management transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Heirloom Wealth Management holds 3,573 shares of IHI stock, worth $210,378. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,573

Previous 7,117 49.8%

Holding current value

$210,378

Previous $398,000 46.98%

% of portfolio

0.07%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$54.38 - $59.77 $192,722 - $211,824	-3,544 Reduced 49.8%	3,573 $211,000
Q2 2024 Jul 31, 2024	SELL	$54.36 - $57.86 $252,828 - $269,106	-4,651 Reduced 39.52%	7,117 $398,000
Q1 2024 Apr 24, 2024	SELL	$52.72 - $58.68 $168,282 - $187,306	-3,192 Reduced 21.34%	11,768 $689,000
Q4 2023 Jan 31, 2024	SELL	$44.46 - $54.12 $138,226 - $168,259	-3,109 Reduced 17.21%	14,960 $807,000
Q3 2023 Oct 23, 2023	SELL	$48.19 - $57.76 $8,433 - $10,108	-175 Reduced 0.96%	18,069 $876,000
Q2 2023 Aug 08, 2023	SELL	$52.68 - $57.17 $28,657 - $31,100	-544 Reduced 2.9%	18,244 $1.03 Million
Q1 2023 Apr 27, 2023	SELL	$50.46 - $56.06 $39,409 - $43,782	-781 Reduced 3.99%	18,788 $1.01 Million
Q4 2022 Feb 01, 2023	BUY	$47.29 - $54.28 $925,418 - $1.06 Million	19,569 New	19,569 $1.03 Million

Others Institutions Holding IHI

# of Institutions

621

Shares Held

36.8M

Call Options Held

311K

Put Options Held

1.15M

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 Heirloom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Heirloom Wealth Management with notifications on news.

Account

Heirloom Wealth Management Ishares Tr Dow Jones Us Medica Transaction History