Live Oak Private Wealth LLC Ishares Tr Dow Jones Us Medica Transaction History

Live Oak Private Wealth LLC

$676 Million
Q4 2025

A detailed history of Live Oak Private Wealth LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 28,680 shares of IHI stock, worth $1.79 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

28,680

Previous 24,023 19.39%

Holding current value

$1.79 Million

Previous $1.44 Million 23.84%

% of portfolio

0.26%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$58.83 - $63.18 $273,971 - $294,229	4,657 Added 19.39%	28,680 $1.79 Million
Q3 2025 Oct 17, 2025	SELL	$59.29 - $62.87 $7,648 - $8,110	-129 Reduced 0.53%	24,023 $1.44 Million
Q2 2025 Aug 04, 2025	BUY	$54.27 - $63.01 $54 - $63	1 Added 0.0%	24,152 $1.51 Million
Q1 2025 Apr 22, 2025	SELL	$58.32 - $65.09 $287,167 - $320,503	-4,924 Reduced 16.94%	24,151 $1.45 Million
Q4 2024 Jan 28, 2025	BUY	$57.38 - $61.11 $197,387 - $210,218	3,440 Added 13.42%	29,075 $1.7 Million

Q2 2024 Jul 17, 2024	SELL	$54.36 - $57.86 $3,805 - $4,050	-70 Reduced 0.27%	25,635 $1.44 Million
Q1 2024 Apr 23, 2024	SELL	$52.72 - $58.68 $23,460 - $26,112	-445 Reduced 1.7%	25,705 $1.51 Million
Q4 2023 Jan 29, 2024	BUY	$44.46 - $54.12 $1.16 Million - $1.42 Million	26,150 New	26,150 $1.41 Million

Others Institutions Holding IHI

# of Institutions

616

Shares Held

31.4M

Call Options Held

258K

Put Options Held

100K

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About ISHARES TR DOW JONES US MEDICA

Ticker IHI
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Live Oak Private Wealth LLC Ishares Tr Dow Jones Us Medica Transaction History