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

Acorn Wealth Advisors, LLC

$226 Million
Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 3,473 shares of IHI stock, worth $220,396. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,473

Previous 3,747 7.31%

Holding current value

$220,396

Previous $221,000 8.6%

% of portfolio

0.09%

Previous 0.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$57.38 - $61.11 $15,722 - $16,744	-274 Reduced 7.31%	3,473 $202,000
Q3 2024 Nov 13, 2024	SELL	$54.38 - $59.77 $21,316 - $23,429	-392 Reduced 9.47%	3,747 $221,000
Q2 2024 Jul 30, 2024	SELL	$54.36 - $57.86 $9,349 - $9,951	-172 Reduced 3.99%	4,139 $231,000
Q1 2024 Apr 26, 2024	SELL	$52.72 - $58.68 $8,066 - $8,978	-153 Reduced 3.43%	4,311 $252,000
Q4 2023 Feb 07, 2024	SELL	$44.46 - $54.12 $22,674 - $27,601	-510 Reduced 10.25%	4,464 $240,000
Q3 2023 Nov 07, 2023	SELL	$48.19 - $57.76 $14,601 - $17,501	-303 Reduced 5.74%	4,974 $241,000
Q2 2023 Aug 02, 2023	SELL	$52.68 - $57.17 $30,238 - $32,815	-574 Reduced 9.81%	5,277 $297,000
Q1 2023 May 09, 2023	SELL	$50.46 - $56.06 $10,596 - $11,772	-210 Reduced 3.46%	5,851 $315,000
Q4 2022 Feb 10, 2023	SELL	$47.29 - $54.28 $7,566 - $8,684	-160 Reduced 2.57%	6,061 $318,000
Q3 2022 Nov 09, 2022	SELL	$47.07 - $55.56 $4,659 - $5,500	-99 Reduced 1.57%	6,221 $294,000
Q2 2022 Aug 08, 2022	BUY	$47.65 - $62.2 $15,962 - $20,837	335 Added 5.6%	6,320 $319,000
Q1 2022 May 03, 2022	BUY	$55.84 - $65.41 $11,223 - $13,147	201 Added 3.48%	5,985 $365,000
Q4 2021 Feb 14, 2022	SELL	$61.58 - $66.32 $20,752 - $22,349	-337 Reduced 5.51%	5,784 $381,000
Q3 2021 Nov 12, 2021	BUY	$60.41 - $67.15 $301,506 - $335,145	4,991 Added 441.68%	6,121 $384,000
Q2 2021 Aug 16, 2021	BUY	$55.06 - $60.62 $1,211 - $1,333	22 Added 1.99%	1,130 $408,000
Q1 2021 May 14, 2021	SELL	$52.97 - $58.45 $1,906 - $2,104	-36 Reduced 3.15%	1,108 $366,000
Q4 2020 Feb 16, 2021	SELL	$49.24 - $54.55 $8,813 - $9,764	-179 Reduced 13.53%	1,144 $374,000
Q3 2020 Nov 04, 2020	BUY	$44.27 - $51.59 $1,372 - $1,599	31 Added 2.4%	1,323 $396,000
Q2 2020 Aug 19, 2020	BUY	$35.5 - $45.33 $5,289 - $6,754	149 Added 13.04%	1,292 $342,000
Q1 2020 May 13, 2020	SELL	$30.83 - $46.19 $2,343 - $3,510	-76 Reduced 6.23%	1,143 $262,000
Q4 2019 Feb 07, 2020	SELL	$39.26 - $44.28 $4,043 - $4,560	-103 Reduced 7.79%	1,219 $325,000
Q3 2019 Nov 21, 2019	SELL	$39.44 - $41.95 $197 - $209	-5 Reduced 0.38%	1,322 $332,000
Q2 2019 Aug 14, 2019	SELL	$35.61 - $40.33 $4,273 - $4,839	-120 Reduced 8.29%	1,327 $328,000
Q1 2019 May 08, 2019	SELL	$31.41 - $38.92 $596 - $739	-19 Reduced 1.3%	1,447 $329,000
Q4 2018 Feb 04, 2019	SELL	$30.61 - $37.95 $734 - $910	-24 Reduced 1.61%	1,466 $296,000
Q3 2018 Nov 13, 2018	SELL	$33.54 - $37.91 $6,775 - $7,657	-202 Reduced 11.94%	1,490 $310,000
Q2 2018 Aug 10, 2018	SELL	$30.1 - $34.45 $812 - $930	-27 Reduced 1.57%	1,692 $340,000
Q1 2018 May 14, 2018	SELL	$28.78 - $32.28 $2,187 - $2,453	-76 Reduced 4.23%	1,719 $328,000
Q4 2017 Feb 14, 2018	BUY	$27.98 - $29.62 $50,224 - $53,167	1,795	1,795 $323,000

Others Institutions Holding IHI

# of Institutions

639

Shares Held

30.6M

Call Options Held

365K

Put Options Held

783K

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About ISHARES TR DOW JONES US MEDICA

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