Sax Wealth Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,141 shares of IHI stock, worth $631,885. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,141
Previous 8,836 14.77%
Holding current value
$631,885
Previous $530,000 19.06%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$58.83 - $63.18 $76,773 - $82,449
1,305 Added 14.77%
10,141 $631,000
Q3 2025

Oct 20, 2025
BUY
$59.29 - $62.87 $45,594 - $48,347
769 Added 9.53%
8,836 $530,000
Q2 2025

Jul 23, 2025
BUY
$54.27 - $63.01 $35,275 - $40,956
650 Added 8.76%
8,067 $505,000
Q1 2025

May 14, 2025
BUY
$58.32 - $65.09 $68,642 - $76,610
1,177 Added 18.86%
7,417 $446,000
Q4 2024

Jan 15, 2025
BUY
$57.38 - $61.11 $358,051 - $381,326
6,240 New
6,240 $364,000

Others Institutions Holding IHI

# of Institutions
616
Shares Held
31.4M
Call Options Held
258K
Put Options Held
100K
View Full List

About ISHARES TR DOW JONES US MEDICA

IHI Quotes by TradingView
  • Ticker IHI
  • Sector ETFs
  • Industry ETFs
More about IHI
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