Stonebridge Financial Planning Group, LLC Ishares Tr Dow Jones Us Medica Transaction History

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 36,064 shares of IHI stock, worth $2.15 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
36,064
Previous 41,190 12.44%
Holding current value
$2.15 Million
Previous $2.31 Million 7.5%
% of portfolio
1.06%
Previous 1.2%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$54.38 - $59.77 $278,751 - $306,381
-5,126 Reduced 12.44%
36,064 $2.14 Million
Q2 2024

Aug 07, 2024
SELL
$54.36 - $57.86 $162,047 - $172,480
-2,981 Reduced 6.75%
41,190 $2.31 Million
Q1 2024

May 13, 2024
SELL
$52.72 - $58.68 $792,750 - $882,371
-15,037 Reduced 25.4%
44,171 $2.59 Million
Q4 2023

Feb 05, 2024
SELL
$44.46 - $54.12 $1.11 Million - $1.35 Million
-24,895 Reduced 29.6%
59,208 $3.2 Million
Q3 2023

Nov 07, 2023
SELL
$48.19 - $57.76 $316,174 - $378,963
-6,561 Reduced 7.24%
84,103 $4.08 Million
Q2 2023

Aug 11, 2023
SELL
$52.68 - $57.17 $9,745 - $10,576
-185 Reduced 0.2%
90,664 $5.12 Million
Q1 2023

May 03, 2023
BUY
$50.46 - $56.06 $14,936 - $16,593
296 Added 0.33%
90,849 $4.9 Million
Q4 2022

Jan 18, 2023
SELL
$47.29 - $54.28 $57,031 - $65,461
-1,206 Reduced 1.31%
90,553 $0
Q3 2022

Oct 31, 2022
BUY
$47.07 - $55.56 $331,843 - $391,698
7,050 Added 8.32%
91,759 $4.33 Million
Q2 2022

Aug 01, 2022
SELL
$47.65 - $62.2 $325,544 - $424,950
-6,832 Reduced 7.46%
84,709 $4.27 Million
Q1 2022

May 10, 2022
SELL
$55.84 - $65.41 $6,086 - $7,129
-109 Reduced 0.12%
91,541 $5.58 Million
Q4 2021

Feb 02, 2022
BUY
$61.58 - $66.32 $168,298 - $181,252
2,733 Added 3.07%
91,650 $5.3 Million
Q3 2021

Nov 08, 2021
BUY
$60.41 - $67.15 $4.39 Million - $4.88 Million
72,654 Added 446.74%
88,917 $5.85 Million
Q2 2021

Jul 28, 2021
SELL
$55.06 - $60.62 $2,697 - $2,970
-49 Reduced 0.3%
16,263 $6.01 Million
Q1 2021

May 06, 2021
BUY
$52.97 - $58.45 $40,627 - $44,831
767 Added 4.93%
16,312 $5.55 Million
Q4 2020

Jan 27, 2021
BUY
$49.24 - $54.55 $64,504 - $71,460
1,310 Added 9.2%
15,545 $5.09 Million
Q3 2020

Oct 26, 2020
BUY
$44.27 - $51.59 $40,418 - $47,101
913 Added 6.85%
14,235 $4.47 Million
Q2 2020

Jul 24, 2020
BUY
$35.5 - $45.33 $12,212 - $15,593
344 Added 2.65%
13,322 $3.57 Million
Q1 2020

Apr 15, 2020
BUY
$30.83 - $46.19 $35,916 - $53,811
1,165 Added 9.86%
12,978 $3.13 Million
Q4 2019

Feb 07, 2020
BUY
$39.26 - $44.28 $463,778 - $523,079
11,813 New
11,813 $3.12 Million

Others Institutions Holding IHI

# of Institutions
623
Shares Held
36.8M
Call Options Held
311K
Put Options Held
1.15M
View Full List

About ISHARES TR DOW JONES US MEDICA

IHI Quotes by TradingView
  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
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