Western Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History

Western Wealth Management, LLC

$1.27 Billion
Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Western Wealth Management, LLC holds 3,957 shares of IHI stock, worth $220,879. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,957

Previous 3,900 1.46%

Holding current value

$220,879

Previous $210,000 10.0%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$52.72 - $58.68 $3,005 - $3,344	57 Added 1.46%	3,957 $231,000
Q4 2023 Jan 31, 2024	BUY	$44.46 - $54.12 $173,394 - $211,068	3,900 New	3,900 $210,000
Q2 2023 Aug 30, 2023	SELL	$52.68 - $57.17 $2,001 - $2,172	-38 Reduced 1.0%	3,767 $212,000
Q1 2023 Aug 30, 2023	SELL	$50.46 - $56.06 $11,706 - $13,005	-232 Reduced 5.75%	3,805 $205,000
Q4 2022 Feb 02, 2023	SELL	$48.41 - $54.28 $382,971 - $429,409	-7,911 Reduced 66.21%	4,037 $212,000

Q3 2022 Nov 04, 2022	SELL	$48.07 - $55.56 $19,900 - $23,001	-414 Reduced 3.35%	11,948 $565,000
Q2 2022 Jul 18, 2022	SELL	$47.65 - $62.2 $75,144 - $98,089	-1,577 Reduced 11.31%	12,362 $624,000
Q1 2022 May 10, 2022	BUY	$55.84 - $65.41 $382,559 - $448,123	6,851 Added 96.66%	13,939 $850,000
Q4 2021 Feb 14, 2022	BUY	$61.58 - $66.32 $359,380 - $387,043	5,836 Added 466.13%	7,088 $466,000
Q2 2021 Aug 09, 2021	SELL	$55.06 - $60.62 $50,104 - $55,164	-910 Reduced 42.09%	1,252 $450,000
Q1 2021 May 14, 2021	SELL	$52.97 - $58.45 $5,773 - $6,371	-109 Reduced 4.8%	2,162 $714,000
Q4 2020 Feb 10, 2021	SELL	$49.24 - $54.55 $28,165 - $31,202	-572 Reduced 20.12%	2,271 $743,000
Q3 2020 Oct 27, 2020	SELL	$44.27 - $51.59 $6,109 - $7,119	-138 Reduced 4.63%	2,843 $852,000
Q2 2020 Jul 20, 2020	BUY	$35.5 - $45.33 $74,195 - $94,739	2,090 Added 234.57%	2,981 $791,000
Q1 2020 Apr 27, 2020	SELL	$30.83 - $46.19 $340,702 - $510,445	-11,051 Reduced 92.54%	891 $201,000
Q4 2019 Feb 10, 2020	SELL	$39.26 - $44.28 $11,974 - $13,505	-305 Reduced 2.49%	11,942 $3.16 Million
Q3 2019 Nov 08, 2019	BUY	$39.44 - $41.95 $1,380 - $1,468	35 Added 0.29%	12,247 $3.03 Million
Q2 2019 Aug 06, 2019	BUY	$35.61 - $40.33 $394,914 - $447,259	11,090 Added 988.41%	12,212 $2.94 Million
Q1 2019 May 10, 2019	BUY	$31.41 - $38.92 $35,242 - $43,668	1,122 New	1,122 $258,000

Others Institutions Holding IHI

# of Institutions

633

Shares Held

41.1M

Call Options Held

795K

Put Options Held

375K

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About ISHARES TR DOW JONES US MEDICA

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Western Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History