A detailed history of Valley Financial Management, Inc. transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Valley Financial Management, Inc. holds 30,274 shares of IHI stock, worth $1.79 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
30,274
Previous 30,843 1.84%
Holding current value
$1.79 Million
Previous $1.66 Billion 2.66%
% of portfolio
0.88%
Previous 1.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$52.68 - $57.17 $29,974 - $32,529
-569 Reduced 1.84%
30,274 $1.71 Billion
Q1 2023

May 15, 2023

BUY
$50.46 - $56.06 $465,140 - $516,761
9,218 Added 42.63%
30,843 $1.66 Billion
Q4 2022

Feb 14, 2023

BUY
$47.29 - $54.28 $1.02 Million - $1.17 Million
21,625 New
21,625 $1.14 Billion

Others Institutions Holding IHI

About ISHARES TR DOW JONES US MEDICA


  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
Track This Portfolio

Track Valley Financial Management, Inc. Portfolio

Follow Valley Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Financial Management, Inc. with notifications on news.