Holistic Financial Partners Ishares Tr Dow Jones Us Medica Transaction History

Holistic Financial Partners

  • $188 Million
  • Q2 2024

A detailed history of Holistic Financial Partners transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Holistic Financial Partners holds 8,134 shares of IHI stock, worth $478,360. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,134
Previous 8,314 2.17%
Holding current value
$478,360
Previous $487,000 6.57%
% of portfolio
0.24%
Previous 0.26%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$54.36 - $57.86 $9,784 - $10,414
-180 Reduced 2.17%
8,134 $455,000
Q1 2024

May 08, 2024
SELL
$52.72 - $58.68 $10,122 - $11,266
-192 Reduced 2.26%
8,314 $487,000
Q4 2023

Feb 12, 2024
BUY
$44.46 - $54.12 $222 - $270
5 Added 0.06%
8,506 $459,000
Q3 2023

Nov 08, 2023
SELL
$48.19 - $57.76 $11,421 - $13,689
-237 Reduced 2.71%
8,501 $412,000
Q2 2023

Aug 09, 2023
SELL
$52.68 - $57.17 $1,527 - $1,657
-29 Reduced 0.33%
8,738 $493,000
Q1 2023

May 04, 2023
SELL
$50.46 - $56.06 $44,202 - $49,108
-876 Reduced 9.08%
8,767 $473,000
Q4 2022

Feb 07, 2023
BUY
$47.29 - $54.28 $189 - $217
4 Added 0.04%
9,643 $506,000
Q3 2022

Nov 09, 2022
SELL
$47.07 - $55.56 $34,878 - $41,169
-741 Reduced 7.14%
9,639 $455,000
Q2 2022

Aug 02, 2022
SELL
$47.65 - $62.2 $1.26 Million - $1.64 Million
-26,429 Reduced 71.8%
10,380 $524,000
Q1 2022

May 13, 2022
SELL
$55.84 - $65.41 $3.04 Million - $3.56 Million
-54,426 Reduced 59.65%
36,809 $2.24 Million
Q4 2021

Feb 11, 2022
BUY
$61.58 - $66.32 $2,832 - $3,050
46 Added 0.05%
91,235 $6.01 Million
Q3 2021

Nov 12, 2021
BUY
$60.41 - $67.15 $4.61 Million - $5.13 Million
76,366 Added 515.19%
91,189 $5.73 Million
Q2 2021

Aug 13, 2021
SELL
$55.06 - $60.62 $340,435 - $374,813
-6,183 Reduced 29.43%
14,823 $5.35 Million
Q1 2021

May 11, 2021
SELL
$52.97 - $58.45 $8,634 - $9,527
-163 Reduced 0.77%
21,006 $6.94 Million
Q4 2020

Feb 10, 2021
BUY
$49.24 - $54.55 $20,582 - $22,801
418 Added 2.01%
21,169 $6.93 Million
Q3 2020

Nov 13, 2020
BUY
$44.27 - $51.59 $8,411 - $9,802
190 Added 0.92%
20,751 $6.21 Million
Q2 2020

Aug 13, 2020
BUY
$35.5 - $45.33 $729,915 - $932,030
20,561 New
20,561 $5.44 Million

Others Institutions Holding IHI

# of Institutions
606
Shares Held
39.8M
Call Options Held
378K
Put Options Held
235K
View Full List

About ISHARES TR DOW JONES US MEDICA

IHI Quotes by TradingView
  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Holistic Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email