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

Spectrum Planning & Advisory Services Inc.

$101 Million
Q3 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

620

Shares Held

36.8M

Call Options Held

311K

Put Options Held

1.15M

Citigroup Inc

5.63M
Shares

$340 Million
0.2% of portfolio
Morgan Stanley New York, NY

2.93M
Shares

$177 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.07M
Shares

$125 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$108 Million
0.05% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.22M
Shares

$73.4 Million
0.03% of portfolio

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