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 $736,662. This represents 0.96% of its overall portfolio holdings.

Number of Shares

12,290

Previous 12,990 5.39%

Holding current value

$736,662

Previous $655,000 11.45%

% of portfolio

0.96%

Previous 0.94%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$47.07 - $55.56 $32,949 - $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

620

Shares Held

36.8M

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 Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Account

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