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

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 6,920 shares of IHI stock, worth $417,760. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,920

Previous 7,453 7.15%

Holding current value

$417,760

Previous $417,000 1.92%

% of portfolio

0.17%

Previous 0.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$54.38 - $59.77 $28,984 - $31,857	-533 Reduced 7.15%	6,920 $409,000
Q2 2024 Jul 15, 2024	SELL	$54.36 - $57.86 $3,098 - $3,298	-57 Reduced 0.76%	7,453 $417,000
Q1 2024 Apr 19, 2024	SELL	$52.72 - $58.68 $16,923 - $18,836	-321 Reduced 4.1%	7,510 $440,000
Q4 2023 Jan 29, 2024	SELL	$44.46 - $54.12 $13,338 - $16,236	-300 Reduced 3.69%	7,831 $422,000
Q3 2023 Oct 19, 2023	SELL	$48.19 - $57.76 $1,108 - $1,328	-23 Reduced 0.28%	8,131 $394,000
Q2 2023 Jul 20, 2023	SELL	$52.68 - $57.17 $10,483 - $11,376	-199 Reduced 2.38%	8,154 $460,000
Q1 2023 May 08, 2023	SELL	$50.46 - $56.06 $3,229 - $3,587	-64 Reduced 0.76%	8,353 $450,000
Q4 2022 Feb 13, 2023	SELL	$47.29 - $54.28 $436,297 - $500,787	-9,226 Reduced 52.29%	8,417 $442,000
Q3 2022 Oct 12, 2022	BUY	$47.07 - $55.56 $392,281 - $463,037	8,334 Added 89.53%	17,643 $834,000
Q2 2022 Jul 13, 2022	BUY	$47.65 - $62.2 $1,763 - $2,301	37 Added 0.4%	9,309 $470,000
Q1 2022 Apr 22, 2022	SELL	$55.84 - $65.41 $21,051 - $24,659	-377 Reduced 3.91%	9,272 $565,000
Q4 2021 Feb 10, 2022	BUY	$61.58 - $66.32 $594,185 - $639,921	9,649 New	9,649 $639,000

Others Institutions Holding IHI

# of Institutions

620

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

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