Tru Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Tru Wealth Advisors, LLC

$1.43 Billion
Q1 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 26,399 shares of IHI stock, worth $1.46 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

26,399

Previous 29,211 9.63%

Holding current value

$1.46 Million

Previous $1.58 Million 1.9%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$52.72 - $58.68 $148,248 - $165,008	-2,812 Reduced 9.63%	26,399 $1.55 Million
Q4 2023 Jan 10, 2024	SELL	$44.46 - $54.12 $603,144 - $734,191	-13,566 Reduced 31.71%	29,211 $1.58 Million
Q3 2023 Oct 10, 2023	SELL	$48.19 - $57.76 $20.1 Million - $24.1 Million	-417,252 Reduced 90.7%	42,777 $2.07 Million
Q2 2023 Aug 04, 2023	BUY	$52.68 - $57.17 $337,520 - $366,288	6,407 Added 1.41%	460,029 $26 Million
Q1 2023 Apr 25, 2023	BUY	$50.46 - $56.06 $866,852 - $963,054	17,179 Added 3.94%	453,622 $24.5 Million

Q4 2022 Jan 27, 2023	BUY	$48.41 - $54.28 $1.31 Million - $1.47 Million	27,067 Added 6.61%	436,443 $0
Q3 2022 Oct 24, 2022	BUY	$48.07 - $55.56 $883,478 - $1.02 Million	18,379 Added 4.7%	409,376 $19.3 Million
Q2 2022 Jul 22, 2022	BUY	$47.65 - $62.2 $921,503 - $1.2 Million	19,339 Added 5.2%	390,997 $19.7 Million
Q1 2022 Apr 27, 2022	BUY	$55.84 - $65.41 $529,419 - $620,152	9,481 Added 2.62%	371,658 $22.7 Million
Q4 2021 Jan 19, 2022	BUY	$61.58 - $66.32 $542,766 - $584,544	8,814 Added 2.49%	362,177 $23.8 Million
Q3 2021 Oct 29, 2021	BUY	$60.41 - $67.15 $17.9 Million - $19.9 Million	295,948 Added 515.45%	353,363 $22.2 Million
Q2 2021 Jul 29, 2021	BUY	$55.06 - $60.62 $149,377 - $164,462	2,713 Added 4.96%	57,415 $20.7 Million
Q1 2021 May 10, 2021	BUY	$52.97 - $58.45 $193,870 - $213,927	3,660 Added 7.17%	54,702 $18.1 Million
Q4 2020 Jan 26, 2021	BUY	$49.24 - $54.55 $2.51 Million - $2.78 Million	51,042 New	51,042 $16.7 Million

Others Institutions Holding IHI

# of Institutions

632

Shares Held

41.1M

Call Options Held

795K

Put Options Held

375K

View Full List

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
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Tru Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History