Institute For Wealth Management, Llc. Ishares Tr Dow Jones Us Medica Transaction History

Institute For Wealth Management, Llc.

$766 Million
Q1 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 28,835 shares of IHI stock, worth $1.59 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

28,835

Previous 28,841 0.02%

Holding current value

$1.59 Million

Previous $1.56 Million 8.55%

% of portfolio

0.22%

Previous 0.26%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$52.72 - $58.68 $316 - $352	-6 Reduced 0.02%	28,835 $1.69 Million
Q4 2023 Jan 31, 2024	SELL	$44.46 - $54.12 $45,171 - $54,985	-1,016 Reduced 3.4%	28,841 $1.56 Million
Q3 2023 Oct 13, 2023	BUY	$48.19 - $57.76 $29,106 - $34,887	604 Added 2.06%	29,857 $1.45 Million
Q2 2023 Jul 25, 2023	SELL	$52.68 - $57.17 $4,583 - $4,973	-87 Reduced 0.3%	29,253 $1.65 Million
Q1 2023 Apr 20, 2023	SELL	$50.46 - $56.06 $7,972 - $8,857	-158 Reduced 0.54%	29,340 $1.58 Million

Q4 2022 Feb 02, 2023	BUY	$48.41 - $54.28 $92,124 - $103,294	1,903 Added 6.9%	29,498 $1.55 Million
Q3 2022 Oct 18, 2022	BUY	$48.07 - $55.56 $28,938 - $33,447	602 Added 2.23%	27,595 $1.3 Million
Q2 2022 Jul 25, 2022	BUY	$47.65 - $62.2 $61,659 - $80,486	1,294 Added 5.04%	26,993 $1.36 Million
Q1 2022 Apr 29, 2022	BUY	$55.84 - $65.41 $44,951 - $52,655	805 Added 3.23%	25,699 $1.57 Million
Q4 2021 Jan 21, 2022	BUY	$61.58 - $66.32 $86,088 - $92,715	1,398 Added 5.95%	24,894 $1.64 Million
Q3 2021 Nov 15, 2021	BUY	$60.41 - $67.15 $1.21 Million - $1.35 Million	20,084 Added 588.63%	23,496 $1.48 Million
Q2 2021 Jul 21, 2021	BUY	$55.06 - $60.62 $9,800 - $10,790	178 Added 5.5%	3,412 $1.23 Million
Q1 2021 May 04, 2021	BUY	$52.97 - $58.45 $27,438 - $30,277	518 Added 19.07%	3,234 $1.07 Million
Q4 2020 Feb 01, 2021	BUY	$49.24 - $54.55 $43,429 - $48,113	882 Added 48.09%	2,716 $889,000
Q3 2020 Nov 03, 2020	BUY	$44.27 - $51.59 $7,171 - $8,357	162 Added 9.69%	1,834 $550,000
Q2 2020 Jul 30, 2020	BUY	$35.5 - $45.33 $4,792 - $6,119	135 Added 8.78%	1,672 $443,000
Q1 2020 Apr 29, 2020	SELL	$30.83 - $46.19 $4,470 - $6,697	-145 Reduced 8.62%	1,537 $346,000
Q4 2019 Feb 27, 2020	BUY	$39.26 - $44.28 $48,564 - $54,774	1,237 Added 277.98%	1,682 $445,000
Q4 2019 Jan 27, 2020	SELL	$39.26 - $44.28 $15,546 - $17,534	-396 Reduced 47.09%	445 $445,000
Q3 2019 Oct 28, 2019	BUY	$39.44 - $41.95 $33,169 - $35,279	841 New	841 $208,000

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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Institute For Wealth Management, Llc. Ishares Tr Dow Jones Us Medica Transaction History