Holistic Financial Partners Ishares Tr Dow Jones Us Medica Transaction History

Holistic Financial Partners

$197 Million
Q4 2024

A detailed history of Holistic Financial Partners transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Holistic Financial Partners holds 6,160 shares of IHI stock, worth $397,012. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,160

Previous 7,070 12.87%

Holding current value

$397,012

Previous $418,000 14.11%

% of portfolio

0.18%

Previous 0.2%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$57.38 - $61.11 $52,215 - $55,610	-910 Reduced 12.87%	6,160 $359,000
Q3 2024 Nov 07, 2024	SELL	$54.38 - $59.77 $57,860 - $63,595	-1,064 Reduced 13.08%	7,070 $418,000
Q2 2024 Jul 30, 2024	SELL	$54.36 - $57.86 $9,784 - $10,414	-180 Reduced 2.17%	8,134 $455,000
Q1 2024 May 08, 2024	SELL	$52.72 - $58.68 $10,122 - $11,266	-192 Reduced 2.26%	8,314 $487,000
Q4 2023 Feb 12, 2024	BUY	$44.46 - $54.12 $222 - $270	5 Added 0.06%	8,506 $459,000
Q3 2023 Nov 08, 2023	SELL	$48.19 - $57.76 $11,421 - $13,689	-237 Reduced 2.71%	8,501 $412,000
Q2 2023 Aug 09, 2023	SELL	$52.68 - $57.17 $1,527 - $1,657	-29 Reduced 0.33%	8,738 $493,000
Q1 2023 May 04, 2023	SELL	$50.46 - $56.06 $44,202 - $49,108	-876 Reduced 9.08%	8,767 $473,000
Q4 2022 Feb 07, 2023	BUY	$47.29 - $54.28 $189 - $217	4 Added 0.04%	9,643 $506,000
Q3 2022 Nov 09, 2022	SELL	$47.07 - $55.56 $34,878 - $41,169	-741 Reduced 7.14%	9,639 $455,000
Q2 2022 Aug 02, 2022	SELL	$47.65 - $62.2 $1.26 Million - $1.64 Million	-26,429 Reduced 71.8%	10,380 $524,000
Q1 2022 May 13, 2022	SELL	$55.84 - $65.41 $3.04 Million - $3.56 Million	-54,426 Reduced 59.65%	36,809 $2.24 Million
Q4 2021 Feb 11, 2022	BUY	$61.58 - $66.32 $2,832 - $3,050	46 Added 0.05%	91,235 $6.01 Million
Q3 2021 Nov 12, 2021	BUY	$60.41 - $67.15 $4.61 Million - $5.13 Million	76,366 Added 515.19%	91,189 $5.73 Million
Q2 2021 Aug 13, 2021	SELL	$55.06 - $60.62 $340,435 - $374,813	-6,183 Reduced 29.43%	14,823 $5.35 Million
Q1 2021 May 11, 2021	SELL	$52.97 - $58.45 $8,634 - $9,527	-163 Reduced 0.77%	21,006 $6.94 Million
Q4 2020 Feb 10, 2021	BUY	$49.24 - $54.55 $20,582 - $22,801	418 Added 2.01%	21,169 $6.93 Million
Q3 2020 Nov 13, 2020	BUY	$44.27 - $51.59 $8,411 - $9,802	190 Added 0.92%	20,751 $6.21 Million
Q2 2020 Aug 13, 2020	BUY	$35.5 - $45.33 $729,915 - $932,030	20,561 New	20,561 $5.44 Million

Others Institutions Holding IHI

# of Institutions

639

Shares Held

31.1M

Call Options Held

399K

Put Options Held

1.01M

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About ISHARES TR DOW JONES US MEDICA

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Holistic Financial Partners Ishares Tr Dow Jones Us Medica Transaction History