Steel Peak Wealth Management LLC Ishares Tr Dow Jones Us Medica Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 5,460 shares of IHI stock, worth $337,591. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,460

Previous 4,642 17.62%

Holding current value

$337,591

Previous $274,000 16.06%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$57.38 - $61.11 $46,936 - $49,987	818 Added 17.62%	5,460 $318,000
Q3 2024 Oct 25, 2024	SELL	$54.38 - $59.77 $1,087 - $1,195	-20 Reduced 0.43%	4,642 $274,000
Q2 2024 Jul 16, 2024	BUY	$54.36 - $57.86 $253,426 - $269,743	4,662 New	4,662 $261,000
Q2 2021 Aug 13, 2021	SELL	$55.06 - $60.62 $503,633 - $554,491	-9,147 Closed	0 $0
Q1 2021 May 18, 2021	SELL	$52.97 - $58.45 $339,272 - $374,372	-6,405 Reduced 41.18%	9,147 $3.02 Million
Q4 2020 Feb 04, 2021	SELL	$49.24 - $54.55 $2,954 - $3,273	-60 Reduced 0.38%	15,552 $5.09 Million
Q3 2020 Oct 26, 2020	BUY	$44.27 - $51.59 $8,854 - $10,318	200 Added 1.3%	15,612 $4.68 Million
Q2 2020 Jul 21, 2020	BUY	$35.5 - $45.33 $547,126 - $698,625	15,412 New	15,412 $4.08 Million

Others Institutions Holding IHI

# of Institutions

640

Shares Held

30.6M

Call Options Held

365K

Put Options Held

783K

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About ISHARES TR DOW JONES US MEDICA

Ticker IHI
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Steel Peak Wealth Management LLC Ishares Tr Dow Jones Us Medica Transaction History