Wcg Wealth Advisors LLC Ishares Tr Dow Jones Us Medica Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 43,934 shares of IHI stock, worth $2.72 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

43,934

Previous 43,934 -0.0%

Holding current value

$2.72 Million

Previous $2.64 Million -0.0%

% of portfolio

0.22%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$58.32 - $65.09 $82,522 - $92,102	-1,415 Reduced 3.12%	43,934 $2.64 Million
Q4 2024 Feb 18, 2025	BUY	$57.38 - $61.11 $26,394 - $28,110	460 Added 1.02%	45,349 $2.65 Million
Q3 2024 Nov 13, 2024	BUY	$54.38 - $59.77 $9,788 - $10,758	180 Added 0.4%	44,889 $2.66 Million
Q2 2024 Aug 12, 2024	BUY	$54.36 - $57.86 $150,903 - $160,619	2,776 Added 6.62%	44,709 $2.51 Million
Q1 2024 May 13, 2024	BUY	$52.72 - $58.68 $391,076 - $435,288	7,418 Added 21.49%	41,933 $2.46 Million
Q4 2023 Feb 08, 2024	BUY	$44.46 - $54.12 $204,071 - $248,410	4,590 Added 15.34%	34,515 $1.86 Million
Q3 2023 Nov 09, 2023	BUY	$48.19 - $57.76 $1.44 Million - $1.73 Million	29,925 New	29,925 $1.45 Million
Q4 2022 Feb 14, 2023	SELL	$47.29 - $54.28 $5,343 - $6,133	-113 Reduced 1.01%	11,107 $583,000
Q3 2022 Nov 14, 2022	SELL	$47.07 - $55.56 $74,558 - $88,007	-1,584 Reduced 12.37%	11,220 $529,000
Q2 2022 Aug 23, 2022	SELL	$47.65 - $62.2 $31,830 - $41,549	-668 Reduced 4.96%	12,804 $646,000
Q2 2022 Aug 15, 2022	BUY	$47.65 - $62.2 $641,940 - $837,958	13,472 New	13,472 $867,000

Others Institutions Holding IHI

# of Institutions

635

Shares Held

34.6M

Call Options Held

209K

Put Options Held

497K

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About ISHARES TR DOW JONES US MEDICA

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Wcg Wealth Advisors LLC Ishares Tr Dow Jones Us Medica Transaction History