Legacy Wealth Planning, LLC Ishares Tr Dow Jones Us Medica Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 12,290 shares of IHI stock, worth $686,027. This represents 0.96% of its overall portfolio holdings.

Number of Shares
12,290
Previous 12,990 5.39%
Holding current value
$686,027
Previous $655,000 11.45%
% of portfolio
0.96%
Previous 0.94%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$48.07 - $55.56 $33,649 - $38,892
-700 Reduced 5.39%
12,290 $580,000
Q1 2022

May 10, 2022
BUY
$55.84 - $65.41 $100,847 - $118,130
1,806 Added 16.15%
12,990 $792,000
Q4 2021

Feb 14, 2022
SELL
$61.58 - $66.32 $18,474 - $19,895
-300 Reduced 2.61%
11,184 $736,000
Q3 2021

Nov 22, 2021
SELL
$60.41 - $67.15 $1.01 Million - $1.12 Million
-16,708 Reduced 59.27%
11,484 $721,000
Q3 2021

Nov 12, 2021
BUY
$60.41 - $67.15 $1.59 Million - $1.76 Million
26,278 Added 1372.94%
28,192 $721,000
Q2 2021

Aug 16, 2021
BUY
$55.06 - $60.62 $1,376 - $1,515
25 Added 1.32%
1,914 $691,000
Q1 2021

May 06, 2021
BUY
$52.97 - $58.45 $8,528 - $9,410
161 Added 9.32%
1,889 $624,000
Q3 2020

Nov 03, 2020
SELL
$44.27 - $51.59 $1,283 - $1,496
-29 Reduced 1.65%
1,728 $518,000
Q2 2020

Aug 17, 2020
BUY
$35.5 - $45.33 $49,274 - $62,918
1,388 Added 376.15%
1,757 $465,000
Q1 2020

May 18, 2020
SELL
$30.83 - $46.19 $39,061 - $58,522
-1,267 Reduced 77.44%
369 $369,000
Q1 2020

May 18, 2020
SELL
$30.83 - $46.19 $1,633 - $2,448
-53 Reduced 3.14%
1,636 $369,000
Q4 2019

Feb 12, 2020
BUY
$39.26 - $44.28 $66,310 - $74,788
1,689 New
1,689 $446,000

Others Institutions Holding IHI

# of Institutions
633
Shares Held
41.1M
Call Options Held
795K
Put Options Held
375K
View Full List

About ISHARES TR DOW JONES US MEDICA

IHI Quotes by TradingView
  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
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