Legend Financial Advisors, Inc. Ishares Tr Dow Jones Us Medica Transaction History

Legend Financial Advisors, Inc.

$142 Billion
Q4 2024

A detailed history of Legend Financial Advisors, Inc. transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 685 shares of IHI stock, worth $40,997. This represents 0.03% of its overall portfolio holdings.

Number of Shares

685

Previous 600 14.17%

Holding current value

$40,997

Previous $35.5 Million 12.49%

% of portfolio

0.03%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$57.38 - $61.11 $4,877 - $5,194	85 Added 14.17%	685 $40 Million
Q3 2024 Oct 17, 2024	SELL	$54.38 - $59.77 $4,622 - $5,080	-85 Reduced 12.41%	600 $35.5 Million
Q2 2024 Jul 26, 2024	BUY	$54.36 - $57.86 $5,055 - $5,380	93 Added 15.71%	685 $38.4 Million
Q1 2024 Apr 17, 2024	BUY	$52.72 - $58.68 $6,484 - $7,217	123 Added 26.23%	592 $34.7 Million
Q3 2023 Nov 13, 2023	SELL	$48.19 - $57.76 $5,927 - $7,104	-123 Reduced 20.78%	469 $22.7 Million
Q2 2023 Aug 09, 2023	SELL	$52.68 - $57.17 $31,555 - $34,244	-599 Reduced 50.29%	592 $33.4 Million
Q1 2023 Apr 26, 2023	SELL	$50.46 - $56.06 $34,010 - $37,784	-674 Reduced 36.14%	1,191 $64.3 Million
Q4 2022 Jan 30, 2023	SELL	$47.29 - $54.28 $2.68 Million - $3.07 Million	-56,623 Reduced 96.81%	1,865 $98 Million
Q3 2022 Nov 18, 2022	BUY	$47.07 - $55.56 $85,996 - $101,508	1,827 Added 3.22%	58,488 $2.76 Billion
Q2 2022 Aug 08, 2022	BUY	$47.65 - $62.2 $2.2 Million - $2.87 Million	46,077 Added 435.35%	56,661 $2.86 Million
Q1 2022 May 12, 2022	SELL	$55.84 - $65.41 $1.01 Million - $1.18 Million	-18,095 Reduced 63.09%	10,584 $665,000
Q4 2021 Feb 14, 2022	BUY	$61.58 - $66.32 $1.11 Million - $1.2 Million	18,095 Added 170.97%	28,679 $1.89 Million
Q3 2021 Nov 15, 2021	BUY	$60.41 - $67.15 $563,987 - $626,912	9,336 Added 748.08%	10,584 $665,000
Q2 2021 Aug 02, 2021	BUY	$55.06 - $60.62 $68,714 - $75,653	1,248 New	1,248 $451,000

Others Institutions Holding IHI

# of Institutions

623

Shares Held

36M

Call Options Held

311K

Put Options Held

1.15M

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About ISHARES TR DOW JONES US MEDICA

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Legend Financial Advisors, Inc. Ishares Tr Dow Jones Us Medica Transaction History