A detailed history of Paragon Private Wealth Management, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 11,383 shares of IHI stock, worth $678,085. This represents 0.34% of its overall portfolio holdings.

Number of Shares
11,383
Previous 10,541 7.99%
Holding current value
$678,085
Previous $590,000 14.24%
% of portfolio
0.34%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$54.38 - $59.77 $45,787 - $50,326
842 Added 7.99%
11,383 $674,000
Q2 2024

Aug 12, 2024

BUY
$54.36 - $57.86 $246,903 - $262,800
4,542 Added 75.71%
10,541 $590,000
Q1 2024

May 13, 2024

BUY
$52.72 - $58.68 $316,267 - $352,021
5,999 New
5,999 $351,000

Others Institutions Holding IHI

About ISHARES TR DOW JONES US MEDICA


  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
Track This Portfolio

Track Paragon Private Wealth Management, LLC Portfolio

Follow Paragon Private 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 Paragon Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Private Wealth Management, LLC with notifications on news.