Marcum Wealth, LLC Ishares Tr Dow Jones Us Medica Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,429 shares of IHI stock, worth $213,660. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,429

Previous 3,577 4.14%

Holding current value

$213,660

Previous $208,000 2.4%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$58.32 - $65.09 $8,631 - $9,633	-148 Reduced 4.14%	3,429 $203,000
Q4 2024 Jan 13, 2025	SELL	$57.38 - $61.11 $1,377 - $1,466	-24 Reduced 0.67%	3,577 $208,000
Q3 2024 Oct 08, 2024	SELL	$54.38 - $59.77 $2,392 - $2,629	-44 Reduced 1.21%	3,601 $213,000
Q2 2024 Jul 02, 2024	SELL	$54.36 - $57.86 $5,055 - $5,380	-93 Reduced 2.49%	3,645 $204,000
Q1 2024 Apr 10, 2024	SELL	$52.72 - $58.68 $12,705 - $14,141	-241 Reduced 6.06%	3,738 $219,000

Q4 2023 Jan 10, 2024	SELL	$44.46 - $54.12 $7,469 - $9,092	-168 Reduced 4.05%	3,979 $214,000
Q3 2023 Oct 10, 2023	SELL	$48.19 - $57.76 $12,770 - $15,306	-265 Reduced 6.01%	4,147 $201,000
Q2 2023 Jul 13, 2023	SELL	$52.68 - $57.17 $5,373 - $5,831	-102 Reduced 2.26%	4,412 $249,000
Q1 2023 Apr 19, 2023	SELL	$50.46 - $56.06 $14,784 - $16,425	-293 Reduced 6.1%	4,514 $243,000
Q4 2022 Jan 12, 2023	SELL	$47.29 - $54.28 $27,475 - $31,536	-581 Reduced 10.78%	4,807 $0
Q3 2022 Oct 11, 2022	SELL	$47.07 - $55.56 $1,035 - $1,222	-22 Reduced 0.41%	5,388 $254,000
Q2 2022 Jul 14, 2022	BUY	$47.65 - $62.2 $33,021 - $43,104	693 Added 14.69%	5,410 $273,000
Q4 2021 Feb 01, 2022	BUY	$61.58 - $66.32 $61 - $66	1 Added 0.02%	4,717 $311,000
Q3 2021 Nov 08, 2021	BUY	$60.41 - $67.15 $237,894 - $264,436	3,938 Added 506.17%	4,716 $296,000
Q2 2021 Aug 10, 2021	SELL	$55.06 - $60.62 $220 - $242	-4 Reduced 0.51%	778 $281,000
Q1 2021 May 11, 2021	BUY	$52.97 - $58.45 $41,422 - $45,707	782 New	782 $258,000

Others Institutions Holding IHI

# of Institutions

616

Shares Held

31.3M

Call Options Held

258K

Put Options Held

100K

View Full List

About ISHARES TR DOW JONES US MEDICA

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Marcum Wealth, LLC Ishares Tr Dow Jones Us Medica Transaction History