Kingsview Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 206,678 shares of IHI stock, worth $13.2 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

206,678

Previous 120,363 71.71%

Holding current value

$13.2 Million

Previous $7.13 Million 69.2%

% of portfolio

0.26%

Previous 0.16%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$57.38 - $61.11 $4.95 Million - $5.27 Million	86,315 Added 71.71%	206,678 $12.1 Million
Q3 2024 Nov 12, 2024	BUY	$54.38 - $59.77 $410,949 - $451,681	7,557 Added 6.7%	120,363 $7.13 Million
Q2 2024 Aug 14, 2024	BUY	$54.36 - $57.86 $4,511 - $4,802	83 Added 0.07%	112,806 $6.32 Million
Q1 2024 May 09, 2024	BUY	$52.72 - $58.68 $4.46 Million - $4.96 Million	84,597 Added 300.78%	112,723 $6.6 Million
Q4 2023 Feb 08, 2024	BUY	$44.46 - $54.12 $196,246 - $238,885	4,414 Added 18.62%	28,126 $1.52 Million
Q3 2023 Nov 07, 2023	BUY	$48.19 - $57.76 $292,031 - $350,025	6,060 Added 34.33%	23,712 $1.15 Million
Q2 2023 Aug 10, 2023	BUY	$52.68 - $57.17 $298,326 - $323,753	5,663 Added 47.23%	17,652 $996,000
Q1 2023 May 15, 2023	BUY	$50.46 - $56.06 $163,641 - $181,802	3,243 Added 37.08%	11,989 $647,000
Q4 2022 Feb 13, 2023	SELL	$47.29 - $54.28 $4,256 - $4,885	-90 Reduced 1.02%	8,746 $459,000
Q3 2022 Nov 14, 2022	SELL	$47.07 - $55.56 $119,463 - $141,011	-2,538 Reduced 22.31%	8,836 $417,000
Q2 2022 Aug 16, 2022	SELL	$47.65 - $62.2 $453,103 - $591,459	-9,509 Reduced 45.53%	11,374 $574,000
Q1 2022 Feb 08, 2024	SELL	$55.84 - $65.41 $841,899 - $986,186	-15,077 Reduced 53.61%	13,049 $795,000
Q4 2021 Feb 17, 2022	SELL	$61.58 - $66.32 $66,937 - $72,089	-1,087 Reduced 4.95%	20,883 $1.38 Million
Q3 2021 Dec 03, 2021	BUY	$60.41 - $67.15 $1.08 Million - $1.2 Million	17,816 Added 428.89%	21,970 $1.38 Million
Q2 2021 Aug 17, 2021	SELL	$55.06 - $60.62 $30,943 - $34,068	-562 Reduced 11.92%	4,154 $1.52 Million
Q1 2021 May 24, 2021	BUY	$52.97 - $58.45 $12,183 - $13,443	230 Added 5.13%	4,716 $1.56 Million
Q4 2020 Feb 16, 2021	BUY	$49.24 - $54.55 $2,215 - $2,454	45 Added 1.01%	4,486 $1.47 Million
Q3 2020 Nov 19, 2020	SELL	$44.27 - $51.59 $985,184 - $1.15 Million	-22,254 Reduced 83.36%	4,441 $1.33 Million
Q2 2020 Aug 14, 2020	SELL	$35.5 - $45.33 $330,824 - $422,430	-9,319 Reduced 25.88%	26,695 $7.07 Million
Q1 2020 May 11, 2020	BUY	$30.83 - $46.19 $320,909 - $480,791	10,409 Added 40.65%	36,014 $8.12 Million
Q4 2019 Jan 31, 2020	BUY	$39.26 - $44.28 $910,949 - $1.03 Million	23,203 Added 965.99%	25,605 $6.77 Million
Q4 2019 Jan 30, 2020	SELL	$39.26 - $44.28 $911,146 - $1.03 Million	-23,208 Reduced 90.62%	2,402 $417,000
Q3 2019 Jan 29, 2020	BUY	$39.44 - $41.95 $931,888 - $991,194	23,628 Added 1192.13%	25,610 $6.33 Million
Q2 2019 Jan 29, 2020	SELL	$35.61 - $40.33 $27,241 - $30,852	-765 Reduced 27.85%	1,982 $477,000
Q1 2019 Jan 29, 2020	BUY	$31.41 - $38.92 $5,245 - $6,499	167 Added 6.47%	2,747 $636,000
Q4 2018 Jan 29, 2020	BUY	$30.61 - $37.95 $11,386 - $14,117	372 Added 16.85%	2,580 $515,000
Q3 2018 Jan 29, 2020	SELL	$33.54 - $37.91 $301 - $341	-9 Reduced 0.41%	2,208 $502,000
Q2 2018 Jan 29, 2020	SELL	$30.1 - $34.45 $90 - $103	-3 Reduced 0.14%	2,217 $445,000
Q1 2018 Jan 29, 2020	SELL	$28.78 - $32.28 $5,237 - $5,874	-182 Reduced 7.58%	2,220 $411,000
Q4 2017 Jan 29, 2020	BUY	$27.98 - $29.62 $55 - $59	2 Added 0.08%	2,402 $417,000
Q3 2017 Jan 29, 2020	SELL	$27.59 - $27.84 $3,228 - $3,257	-117 Reduced 4.65%	2,400 $401,000
Q2 2017 Jan 29, 2020	BUY	N/A	1,057 Added 72.4%	2,517 $419,000
Q1 2017 Jan 29, 2020	BUY	N/A	1,460	1,460 $221,000

Others Institutions Holding IHI

# of Institutions

631

Shares Held

35.9M

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

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History