Heirloom Wealth Management Ishares Tr Dow Jones Us Medica Transaction History

Heirloom Wealth Management

$297 Million
Q2 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 7,117 shares of IHI stock, worth $412,358. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,117

Previous 11,768 39.52%

Holding current value

$412,358

Previous $689,000 42.24%

% of portfolio

0.13%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

607

Shares Held

39.8M

Call Options Held

378K

Put Options Held

235K

View Full List

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
Sector ETFs
Industry ETFs

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Heirloom Wealth Management Ishares Tr Dow Jones Us Medica Transaction History