Liberty Wealth Management LLC Ishares Tr Dow Jones Us Medica Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$47.65 - $62.2 $215,949 - $281,890	-4,532 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$55.84 - $65.41 $69,074 - $80,912	-1,237 Reduced 21.44%	4,532 $276,000
Q4 2021 Feb 15, 2022	SELL	$61.58 - $66.32 $28,203 - $30,374	-458 Reduced 7.36%	5,769 $379,000
Q3 2021 Nov 15, 2021	BUY	$60.41 - $67.15 $270,213 - $300,361	4,473 Added 255.02%	6,227 $391,000
Q2 2021 Aug 13, 2021	SELL	$55.06 - $60.62 $34.2 Million - $37.6 Million	-620,681 Reduced 99.72%	1,754 $622,000
Q2 2021 Aug 13, 2021	BUY	$55.06 - $60.62 $33.9 Million - $37.4 Million	616,524 Added 10430.11%	622,435 $1.75 Million
Q4 2020 Feb 09, 2021	SELL	$49.24 - $54.55 $69,428 - $76,915	-1,410 Reduced 19.26%	5,911 $1.98 Million
Q3 2020 Nov 05, 2020	BUY	$44.27 - $51.59 $53,965 - $62,888	1,219 Added 19.98%	7,321 $2.19 Million
Q2 2020 Aug 04, 2020	BUY	$35.5 - $45.33 $216,621 - $276,603	6,102 New	6,102 $1.62 Million

Others Institutions Holding IHI

# of Institutions

621

Shares Held

36.8M

Call Options Held

311K

Put Options Held

1.15M

About ISHARES TR DOW JONES US MEDICA

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