Octavia Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Octavia Wealth Advisors, LLC

$822 Million
Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 3,472 shares of IHI stock, worth $225,124. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,472

Previous 3,472 -0.0%

Holding current value

$225,124

Previous $205,000 1.46%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$54.38 - $59.77 $188,807 - $207,521	3,472 New	3,472 $205,000
Q1 2024 Apr 15, 2024	BUY	$52.72 - $58.68 $183,043 - $203,736	3,472 New	3,472 $203,000
Q1 2022 Apr 20, 2022	SELL	$55.84 - $65.41 $228,050 - $267,134	-4,084 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$61.58 - $66.32 $7,635 - $8,223	124 Added 3.13%	4,084 $269,000
Q3 2021 Nov 12, 2021	BUY	$60.41 - $67.15 $196,090 - $217,968	3,246 Added 454.62%	3,960 $247,000
Q2 2021 Jul 26, 2021	SELL	$55.06 - $60.62 $17,178 - $18,913	-312 Reduced 30.41%	714 $258,000
Q1 2021 May 10, 2021	SELL	$52.97 - $58.45 $123,790 - $136,597	-2,337 Reduced 69.49%	1,026 $339,000
Q4 2020 Feb 12, 2021	BUY	$49.24 - $54.55 $165,594 - $183,451	3,363 New	3,363 $1.1 Million

Others Institutions Holding IHI

# of Institutions

636

Shares Held

30.7M

Call Options Held

365K

Put Options Held

783K

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 Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Account

Octavia Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History