Minich Mac Gregor Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History

Minich Mac Gregor Wealth Management, LLC

$392 Million
Q2 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	BUY	$48.41 - $54.28 $81,861 - $91,787	1,691 New	1,691 $0
Q1 2021 Apr 27, 2021	SELL	$52.97 - $58.45 $1.43 Million - $1.58 Million	-27,004 Closed	0 $0
Q4 2020 Jan 19, 2021	BUY	$49.24 - $54.55 $14,181 - $15,710	288 Added 1.08%	27,004 $8.84 Million
Q3 2020 Oct 14, 2020	BUY	$44.27 - $51.59 $955,125 - $1.11 Million	21,575 Added 419.67%	26,716 $8 Million
Q2 2020 Aug 05, 2020	BUY	$35.5 - $45.33 $182,505 - $233,041	5,141 New	5,141 $1.36 Million

Q1 2020 Apr 21, 2020	SELL	$30.83 - $46.19 $667,962 - $1 Million	-21,666 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$39.26 - $44.28 $17,784 - $20,058	453 Added 2.14%	21,666 $5.73 Million
Q3 2019 Oct 21, 2019	SELL	$39.44 - $41.95 $391,047 - $415,934	-9,915 Reduced 31.85%	21,213 $5.24 Million
Q2 2019 Aug 05, 2019	BUY	$35.61 - $40.33 $6,908 - $7,824	194 Added 0.63%	31,128 $7.55 Million
Q1 2019 Apr 16, 2019	BUY	$31.41 - $38.92 $971,636 - $1.2 Million	30,934 New	30,934 $7.15 Million
Q4 2018 Jan 17, 2019	SELL	$30.61 - $37.95 $987,141 - $1.22 Million	-32,249 Closed	0 $0
Q3 2018 Oct 17, 2018	BUY	$33.54 - $37.91 $84,956 - $96,026	2,533 Added 8.52%	32,249 $7.34 Million
Q2 2018 Jul 13, 2018	BUY	$30.1 - $34.45 $25,404 - $29,075	844 Added 2.92%	29,716 $5.98 Million
Q1 2018 Jul 03, 2018	SELL	$28.78 - $32.28 $10,418 - $11,685	-362 Reduced 1.24%	28,872 $5.34 Million
Q4 2017 Jul 03, 2018	BUY	$27.98 - $29.62 $12,591 - $13,329	450 Added 1.56%	29,234 $5.07 Million
Q3 2017 Jul 03, 2018	BUY	$27.59 - $27.84 $31,149 - $31,431	1,129 Added 4.08%	28,784 $4.81 Million
Q2 2017 Jul 02, 2018	BUY	N/A	1,844 Added 7.14%	27,655 $4.61 Million
Q1 2017 Jun 28, 2018	BUY	N/A	633 Added 2.51%	25,811 $3.91 Million
Q4 2016 Jun 28, 2018	BUY	N/A	3,218 Added 14.65%	25,178 $3.35 Million
Q3 2016 Jun 28, 2018	SELL	N/A	-12 Reduced 0.05%	21,960 $3.19 Million
Q2 2016 Jun 28, 2018	BUY	N/A	126 Added 0.58%	21,972 $2.98 Million
Q1 2016 Jun 28, 2018	BUY	N/A	21,846	21,846 $2.68 Million

Others Institutions Holding IHI

# of Institutions

624

Shares Held

40.5M

Call Options Held

795K

Put Options Held

375K

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