Trinity Point Wealth, LLC Ishares Tr Dow Jones Us Medica Transaction History

Trinity Point Wealth, LLC

$629 Million
Q2 2024

A detailed history of Trinity Point Wealth, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 3,570 shares of IHI stock, worth $208,452. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,570

Previous 3,640 1.92%

Holding current value

$208,452

Previous $213,000 6.1%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$54.36 - $57.86 $3,805 - $4,050	-70 Reduced 1.92%	3,570 $200,000
Q1 2024 May 08, 2024	SELL	$52.72 - $58.68 $13,180 - $14,670	-250 Reduced 6.43%	3,640 $213,000
Q4 2023 Feb 08, 2024	BUY	$44.46 - $54.12 $172,949 - $210,526	3,890 New	3,890 $209,000
Q1 2023 May 04, 2023	BUY	$50.46 - $56.06 $655 - $728	13 Added 0.33%	3,979 $214,000
Q4 2022 Feb 07, 2023	BUY	$47.29 - $54.28 $187,552 - $215,274	3,966 New	3,966 $208,000
Q2 2022 Aug 05, 2022	SELL	$47.65 - $62.2 $63,946 - $83,472	-1,342 Reduced 25.19%	3,986 $201,000
Q1 2022 May 13, 2022	SELL	$55.84 - $65.41 $30,432 - $35,648	-545 Reduced 9.28%	5,328 $325,000
Q4 2021 Feb 11, 2022	SELL	$61.58 - $66.32 $5,234 - $5,637	-85 Reduced 1.43%	5,873 $387,000
Q3 2021 Nov 12, 2021	BUY	$60.41 - $67.15 $359,922 - $400,079	5,958 New	5,958 $374,000

Others Institutions Holding IHI

# of Institutions

607

Shares Held

39.8M

Call Options Held

378K

Put Options Held

235K

View Full List

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
Sector ETFs
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Trinity Point Wealth, LLC Ishares Tr Dow Jones Us Medica Transaction History