Safeguard Investment Advisory Group, LLC Ishares Tr Dow Jones Us Medica Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 124,133 shares of IHI stock, worth $7.95 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

124,133

Previous 119,528 3.85%

Holding current value

$7.95 Million

Previous $6.7 Million 9.75%

% of portfolio

2.1%

Previous 2.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$54.38 - $59.77 $250,419 - $275,240	4,605 Added 3.85%	124,133 $7.35 Million
Q2 2024 Aug 09, 2024	BUY	$54.36 - $57.86 $491,958 - $523,633	9,050 Added 8.19%	119,528 $6.7 Million
Q1 2024 May 13, 2024	BUY	$52.72 - $58.68 $296,655 - $330,192	5,627 Added 5.37%	110,478 $6.47 Million
Q4 2023 Jan 26, 2024	BUY	$44.46 - $54.12 $154,854 - $188,499	3,483 Added 3.44%	104,851 $5.66 Million
Q3 2023 Nov 14, 2023	BUY	$48.19 - $57.76 $137,148 - $164,384	2,846 Added 2.89%	101,368 $4.92 Million
Q2 2023 Aug 01, 2023	SELL	$52.68 - $57.17 $167,733 - $182,029	-3,184 Reduced 3.13%	98,522 $5.56 Million
Q1 2023 May 04, 2023	SELL	$50.46 - $56.06 $1.47 Million - $1.63 Million	-29,098 Reduced 22.25%	101,706 $5.49 Million
Q4 2022 Jan 26, 2023	BUY	$47.29 - $54.28 $285,347 - $327,525	6,034 Added 4.84%	130,804 $0
Q3 2022 Oct 25, 2022	BUY	$47.07 - $55.56 $536,786 - $633,606	11,404 Added 10.06%	124,770 $5.89 Million
Q1 2022 May 04, 2022	BUY	$55.84 - $65.41 $149,036 - $174,579	2,669 Added 2.41%	113,366 $6.91 Million
Q4 2021 Feb 03, 2022	BUY	$61.58 - $66.32 $331,731 - $357,265	5,387 Added 5.12%	110,697 $7.29 Million
Q3 2021 Oct 20, 2021	BUY	$60.41 - $67.15 $5.37 Million - $5.96 Million	88,829 Added 538.98%	105,310 $6.61 Million
Q2 2021 Jul 23, 2021	BUY	$55.06 - $60.62 $104,614 - $115,178	1,900 Added 13.03%	16,481 $5.95 Million
Q1 2021 May 10, 2021	BUY	$52.97 - $58.45 $315,860 - $348,537	5,963 Added 69.19%	14,581 $4.82 Million
Q4 2020 Feb 18, 2021	BUY	$49.24 - $54.55 $424,350 - $470,111	8,618 New	8,618 $2.82 Million

Others Institutions Holding IHI

# of Institutions

634

Shares Held

36.4M

Call Options Held

311K

Put Options Held

1.15M

View Full List

About ISHARES TR DOW JONES US MEDICA

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Safeguard Investment Advisory Group, LLC Ishares Tr Dow Jones Us Medica Transaction History