Caldwell Trust CO Ishares Tr Dow Jones Us Medica Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Caldwell Trust CO holds 8,434 shares of IHI stock, worth $525,522. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,434

Previous 8,584 1.75%

Holding current value

$525,522

Previous $538 Million 5.76%

% of portfolio

0.05%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$59.29 - $62.87 $8,893 - $9,430	-150 Reduced 1.75%	8,434 $507 Million
Q2 2025 Sep 22, 2025	BUY	$54.27 - $63.01 $465,853 - $540,877	8,584 New	8,584 $538 Million
Q4 2024 Sep 24, 2025	SELL	$57.38 - $61.11 $1,204 - $1,283	-21 Reduced 0.22%	9,719 $567 Million
Q3 2024 Sep 24, 2025	SELL	$54.38 - $59.77 $68,301 - $75,071	-1,256 Reduced 11.42%	9,740 $577 Million
Q2 2024 Sep 24, 2025	SELL	$54.36 - $57.86 $80,072 - $85,227	-1,473 Reduced 11.81%	10,996 $616 Million

Q1 2024 Sep 24, 2025	BUY	$52.72 - $58.68 $204,817 - $227,971	3,885 Added 45.26%	12,469 $731 Million
Q4 2023 Oct 01, 2025	SELL	$44.46 - $54.12 $164,235 - $199,919	-3,694 Reduced 21.94%	13,139 $709 Million
Q3 2023 Oct 01, 2025	SELL	$48.19 - $57.76 $57,105 - $68,445	-1,185 Reduced 6.58%	16,833 $816 Million
Q2 2023 Oct 01, 2025	SELL	$52.68 - $57.17 $75,753 - $82,210	-1,438 Reduced 7.39%	18,018 $1.02 Billion
Q1 2023 Oct 01, 2025	BUY	$50.46 - $56.06 $548,601 - $609,484	10,872 Added 126.65%	19,456 $1.05 Billion
Q4 2022 Oct 01, 2025	BUY	$47.29 - $54.28 $35,656 - $40,927	754 Added 3.87%	20,236 $1.06 Billion
Q3 2022 Oct 01, 2025	BUY	$47.07 - $55.56 $512,968 - $605,492	10,898 Added 126.96%	19,482 $919 Million
Q2 2022 Oct 01, 2025	SELL	$47.65 - $62.2 $58,133 - $75,884	-1,220 Reduced 5.96%	19,262 $972 Million
Q1 2022 Oct 01, 2025	BUY	$55.84 - $65.41 $664,384 - $778,248	11,898 Added 138.61%	20,482 $1.25 Billion
Q4 2021 Oct 02, 2025	SELL	$61.58 - $66.32 $8,498 - $9,152	-138 Reduced 0.66%	20,888 $1.38 Billion
Q3 2021 Oct 02, 2025	BUY	$60.41 - $67.15 $1.06 Million - $1.18 Million	17,509 Added 497.84%	21,026 $1.32 Billion
Q2 2021 Oct 02, 2025	BUY	$55.06 - $60.62 $27,640 - $30,431	502 Added 16.65%	3,517 $1.27 Billion
Q1 2021 Oct 02, 2025	SELL	$52.97 - $58.45 $294,989 - $325,508	-5,569 Reduced 64.88%	3,015 $996 Million
Q4 2020 Oct 02, 2025	SELL	$49.24 - $54.55 $290,712 - $322,063	-5,904 Reduced 68.78%	2,680 $877 Million
Q3 2020 Oct 02, 2025	BUY	$44.27 - $51.59 $4,161 - $4,849	94 Added 4.68%	2,104 $630 Million
Q2 2020 Oct 02, 2025	BUY	$35.5 - $45.33 $26,447 - $33,770	745 Added 58.89%	2,010 $532 Million
Q1 2020 Oct 02, 2025	SELL	$30.83 - $46.19 $225,644 - $338,064	-7,319 Reduced 85.26%	1,265 $285 Million
Q4 2019 Oct 06, 2025	SELL	$39.26 - $44.28 $303,833 - $342,682	-7,739 Reduced 90.16%	845 $223 Million

Others Institutions Holding IHI

# of Institutions

615

Shares Held

31.3M

Call Options Held

258K

Put Options Held

100K

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About ISHARES TR DOW JONES US MEDICA

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Caldwell Trust CO Ishares Tr Dow Jones Us Medica Transaction History