Milestone Advisory Partners Ishares Tr Dow Jones Us Medica Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

A detailed history of Milestone Advisory Partners transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Milestone Advisory Partners holds 32,791 shares of IHI stock, worth $1.93 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

32,791

Previous 29,275 12.01%

Holding current value

$1.93 Million

Previous $1.65 Million 3.75%

% of portfolio

1.33%

Previous 1.5%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$48.19 - $57.76 $169,436 - $203,084	3,516 Added 12.01%	32,791 $1.59 Million
Q2 2023 Jul 13, 2023	BUY	$52.68 - $57.17 $86,289 - $93,644	1,638 Added 5.93%	29,275 $1.65 Million
Q1 2023 May 12, 2023	BUY	$50.46 - $56.06 $250,432 - $278,225	4,963 Added 21.89%	27,637 $1.49 Million
Q4 2022 Jan 24, 2023	SELL	$47.29 - $54.28 $44,878 - $51,511	-949 Reduced 4.02%	22,674 $0
Q3 2022 Oct 12, 2022	BUY	$47.07 - $55.56 $666,134 - $786,285	14,152 Added 149.42%	23,623 $1.12 Million
Q2 2022 Jul 18, 2022	SELL	$47.65 - $62.2 $85,770 - $111,960	-1,800 Reduced 15.97%	9,471 $487,000
Q1 2022 May 10, 2022	SELL	$55.84 - $65.41 $4.1 Million - $4.8 Million	-73,427 Reduced 86.69%	11,271 $687,000
Q4 2021 Feb 04, 2022	SELL	$61.58 - $66.32 $93,232 - $100,408	-1,514 Reduced 1.76%	84,698 $5.58 Million
Q3 2021 Nov 09, 2021	BUY	$60.41 - $67.15 $4.34 Million - $4.82 Million	71,789 Added 497.74%	86,212 $5.41 Million
Q2 2021 Aug 13, 2021	SELL	$55.06 - $60.62 $104,063 - $114,571	-1,890 Reduced 11.59%	14,423 $5.21 Million
Q1 2021 Apr 28, 2021	SELL	$52.97 - $58.45 $24,207 - $26,711	-457 Reduced 2.73%	16,313 $5.39 Million
Q4 2020 Jan 25, 2021	SELL	$49.24 - $54.55 $89,469 - $99,117	-1,817 Reduced 9.78%	16,770 $5.49 Million
Q3 2020 Oct 27, 2020	SELL	$44.27 - $51.59 $56,665 - $66,035	-1,280 Reduced 6.44%	18,587 $5.57 Million
Q2 2020 Jul 31, 2020	SELL	$35.5 - $45.33 $38,695 - $49,409	-1,090 Reduced 5.2%	19,867 $5.26 Million
Q1 2020 Jul 31, 2020	SELL	$30.83 - $46.19 $67,147 - $100,601	-2,178 Reduced 9.41%	20,957 $4.72 Million
Q4 2019 Jul 31, 2020	BUY	$39.26 - $44.28 $13,701 - $15,453	349 Added 1.53%	23,135 $6.12 Million
Q3 2019 Aug 04, 2020	BUY	$39.44 - $41.95 $242,437 - $257,866	6,147 Added 36.94%	22,786 $5.63 Million
Q2 2019 Aug 04, 2020	BUY	$35.61 - $40.33 $55,658 - $63,035	1,563 Added 10.37%	16,639 $4.01 Million
Q1 2019 Aug 04, 2020	BUY	$31.41 - $38.92 $139,271 - $172,571	4,434 Added 41.67%	15,076 $3.49 Million
Q4 2018 Aug 04, 2020	SELL	$30.61 - $37.95 $198,567 - $246,181	-6,487 Reduced 37.87%	10,642 $2.1 Million
Q3 2018 Aug 04, 2020	BUY	$33.54 - $37.91 $99,613 - $112,592	2,970 Added 20.98%	17,129 $3.9 Million
Q2 2018 Aug 04, 2020	SELL	$30.1 - $34.45 $10,535 - $12,057	-350 Reduced 2.41%	14,159 $2.84 Million
Q1 2018 Aug 04, 2020	BUY	$28.78 - $32.28 $6,446 - $7,230	224 Added 1.57%	14,509 $2.68 Million
Q4 2017 Aug 04, 2020	BUY	$27.98 - $29.62 $399,694 - $423,121	14,285	14,285 $2.48 Million

Others Institutions Holding IHI

# of Institutions

621

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 Milestone Advisory Partners, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Advisory Partners with notifications on news.

Account

Milestone Advisory Partners Ishares Tr Dow Jones Us Medica Transaction History