Strategic Wealth Partners, Ltd. Ishares Tr Dow Jones Us Medica Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 10,998 shares of IHI stock, worth $657,570. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,998

Previous 138,767 92.07%

Holding current value

$657,570

Previous $8.22 Million 92.2%

% of portfolio

0.06%

Previous 0.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$57.38 - $61.11 $7.33 Million - $7.81 Million	-127,769 Reduced 92.07%	10,998 $641,000
Q3 2024 Oct 08, 2024	BUY	$54.38 - $59.77 $223,556 - $245,714	4,111 Added 3.05%	138,767 $8.22 Million
Q2 2024 Oct 08, 2024	BUY	$54.36 - $57.86 $343,663 - $365,790	6,322 Added 4.93%	134,656 $7.55 Million
Q1 2024 May 20, 2024	BUY	$52.72 - $58.68 $658,051 - $732,443	12,482 Added 10.77%	128,334 $7.52 Million
Q4 2023 May 20, 2024	BUY	$44.46 - $54.12 $5.15 Million - $6.27 Million	115,852 New	115,852 $6.25 Million
Q1 2019 May 14, 2019	SELL	$31.41 - $38.92 $4,083 - $5,059	-130 Closed	0 $0
Q1 2018 Jul 13, 2018	BUY	$28.78 - $32.28 $3,741 - $4,196	130 New	130 $24,000

Others Institutions Holding IHI

# of Institutions

644

Shares Held

31.4M

Call Options Held

365K

Put Options Held

783K

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About ISHARES TR DOW JONES US MEDICA

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Strategic Wealth Partners, Ltd. Ishares Tr Dow Jones Us Medica Transaction History