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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Modern Wealth Management, LLC holds 40,623 shares of IHI stock, worth $2.44 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
40,623
Previous 14,825 174.02%
Holding current value
$2.44 Million
Previous $878 Million 195.25%
% of portfolio
0.09%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$57.38 - $61.11 $1.48 Million - $1.58 Million
25,798 Added 174.02%
40,623 $2.59 Billion
Q3 2024

Nov 05, 2024
BUY
$54.38 - $59.77 $58,240 - $64,013
1,071 Added 7.79%
14,825 $878 Million
Q2 2024

Aug 07, 2024
SELL
$54.36 - $57.86 $67,243 - $71,572
-1,237 Reduced 8.25%
13,754 $771 Million
Q1 2024

May 13, 2024
BUY
$52.72 - $58.68 $790,325 - $879,671
14,991 New
14,991 $837 Million

Others Institutions Holding IHI

# of Institutions
641
Shares Held
30.6M
Call Options Held
365K
Put Options Held
783K
View Full List

About ISHARES TR DOW JONES US MEDICA

IHI Quotes by TradingView
  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email