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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,753 shares of IHI stock, worth $732,329. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,753

Previous 8,389 40.1%

Holding current value

$732,329

Previous $525 Million 34.38%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$59.29 - $62.87 $199,451 - $211,494	3,364 Added 40.1%	11,753 $706 Million
Q2 2025 Jul 23, 2025	BUY	$54.27 - $63.01 $77,280 - $89,726	1,424 Added 20.45%	8,389 $525 Million
Q1 2025 Jul 25, 2025	SELL	$58.32 - $65.09 $147,782 - $164,938	-2,534 Reduced 30.21%	5,855 $352 Million
Q1 2025 Apr 21, 2025	SELL	$58.32 - $65.09 $2,391 - $2,668	-41 Reduced 0.59%	6,965 $419 Million
Q4 2024 Jan 22, 2025	BUY	$57.38 - $61.11 $402,004 - $428,136	7,006 New	7,006 $409 Million

Q1 2024 Apr 15, 2024	SELL	$52.72 - $58.68 $37,009 - $41,193	-702 Reduced 11.93%	5,181 $304 Million
Q4 2023 Jan 16, 2024	BUY	$44.46 - $54.12 $21,474 - $26,139	483 Added 8.94%	5,883 $318 Million
Q3 2023 Oct 23, 2023	BUY	$48.19 - $57.76 $69,827 - $83,694	1,449 Added 36.67%	5,400 $262 Million
Q2 2023 Aug 09, 2023	BUY	$52.68 - $57.17 $208,138 - $225,878	3,951 New	3,951 $223 Million

Others Institutions Holding IHI

# of Institutions

616

Shares Held

31.3M

Call Options Held

258K

Put Options Held

100K

View Full List

About ISHARES TR DOW JONES US MEDICA

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