United Asset Strategies, Inc. Ishares Tr Dow Jones Us Medica Transaction History

United Asset Strategies, Inc.

$1.08 Billion
Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, United Asset Strategies, Inc. holds 5,769 shares of IHI stock, worth $369,446. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,769

Previous 5,078 13.61%

Holding current value

$369,446

Previous $300,000 12.0%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$57.38 - $61.11 $39,649 - $42,227	691 Added 13.61%	5,769 $336,000
Q3 2024 Oct 28, 2024	BUY	$54.38 - $59.77 $276,141 - $303,512	5,078 New	5,078 $300,000
Q4 2023 Jan 30, 2024	BUY	$44.46 - $54.12 $4.78 Million - $5.82 Million	107,508 New	107,508 $5.8 Million
Q4 2022 Jan 26, 2023	BUY	$47.29 - $54.28 $242,550 - $278,402	5,129 New	5,129 $0
Q1 2021 Apr 27, 2021	SELL	$52.97 - $58.45 $80,037 - $88,317	-1,511 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$49.24 - $54.55 $74,401 - $82,425	1,511 New	1,511 $495,000
Q1 2020 May 08, 2020	SELL	$30.83 - $46.19 $31,724 - $47,529	-1,029 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$39.26 - $44.28 $2,708 - $3,055	69 Added 7.19%	1,029 $272,000
Q3 2019 Nov 01, 2019	BUY	$39.44 - $41.95 $37,862 - $40,272	960 New	960 $237,000
Q4 2017 Feb 09, 2018	SELL	$27.98 - $29.62 $65,613 - $69,458	-2,345 Closed	0 $0
Q3 2017 Nov 02, 2017	BUY	$27.59 - $27.84 $64,698 - $65,284	2,345	2,345 $392,000

Others Institutions Holding IHI

# of Institutions

634

Shares Held

36.4M

Call Options Held

311K

Put Options Held

1.15M

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About ISHARES TR DOW JONES US MEDICA

Ticker IHI
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United Asset Strategies, Inc. Ishares Tr Dow Jones Us Medica Transaction History