Spectrum Planning & Advisory Services Inc. Ishares Tr Dow Jones Us Medica Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 19, 2021	SELL	$55.06 - $60.62 $150,313 - $165,492	-2,730 Closed	0 $0
Q1 2021 Apr 27, 2021	SELL	$52.97 - $58.45 $61,392 - $67,743	-1,159 Reduced 29.8%	2,730 $902,000
Q4 2020 Feb 02, 2021	BUY	$49.24 - $54.55 $191,494 - $212,144	3,889 New	3,889 $1.27 Million

Others Institutions Holding IHI

# of Institutions

607

Shares Held

39.8M

Call Options Held

378K

Put Options Held

235K

Citigroup Inc

5.76M
Shares

$333 Million
0.21% of portfolio
Morgan Stanley New York, NY

3.14M
Shares

$182 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.48M
Shares

$144 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.04M
Shares

$118 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.92M
Shares

$111 Million
0.05% of portfolio

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