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

Mbe Wealth Management, LLC

$160 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$47.65 - $62.2 $28,304 - $36,946	-594 Reduced 9.87%	5,424 $274,000
Q1 2022 Apr 20, 2022	SELL	$55.84 - $65.41 $38,864 - $45,525	-696 Reduced 10.37%	6,018 $367,000
Q4 2021 Jan 19, 2022	SELL	$61.58 - $66.32 $62,134 - $66,916	-1,009 Reduced 13.06%	6,714 $442,000
Q3 2021 Oct 25, 2021	BUY	$60.41 - $67.15 $371,763 - $413,241	6,154 Added 392.22%	7,723 $485,000
Q2 2021 Jul 19, 2021	SELL	$55.06 - $60.62 $650,533 - $716,225	-11,815 Reduced 88.28%	1,569 $567,000
Q1 2021 Apr 26, 2021	SELL	$52.97 - $58.45 $20,552 - $22,678	-388 Reduced 2.82%	13,384 $4.42 Million
Q4 2020 Jan 19, 2021	BUY	$49.24 - $54.55 $44,562 - $49,367	905 Added 7.03%	13,772 $4.51 Million
Q3 2020 Oct 19, 2020	BUY	$44.27 - $51.59 $1,106 - $1,289	25 Added 0.19%	12,867 $3.41 Million
Q2 2020 Aug 14, 2020	BUY	$35.5 - $45.33 $455,465 - $581,583	12,830 Added 106916.67%	12,842 $3.4 Million
Q1 2020 May 07, 2020	BUY	$30.83 - $46.19 $369 - $554	12 New	12 $2,000

Others Institutions Holding IHI

# of Institutions

607

Shares Held

39.8M

Call Options Held

378K

Put Options Held

235K

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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