Sonoma Private Wealth LLC Ishares Tr Dow Jones Us Medica Transaction History

Sonoma Private Wealth LLC

$83.7 Billion
Q3 2025

A detailed history of Sonoma Private Wealth LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 3,468 shares of IHI stock, worth $216,091. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,468

Previous 3,672 5.56%

Holding current value

$216,091

Previous $230 Million 9.42%

% of portfolio

0.25%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$59.29 - $62.87 $12,095 - $12,825	-204 Reduced 5.56%	3,468 $208 Million
Q2 2025 Aug 13, 2025	SELL	$54.27 - $63.01 $8,140 - $9,451	-150 Reduced 3.92%	3,672 $230 Million
Q1 2025 May 15, 2025	SELL	$58.32 - $65.09 $3,907 - $4,361	-67 Reduced 1.72%	3,822 $230 Million
Q4 2024 Feb 06, 2025	SELL	$57.38 - $61.11 $6,369 - $6,783	-111 Reduced 2.78%	3,889 $227 Million
Q1 2024 May 09, 2024	BUY	$52.72 - $58.68 $6,326 - $7,041	120 Added 3.09%	4,000 $234 Million

Q4 2023 Feb 12, 2024	BUY	$44.46 - $54.12 $172,504 - $209,985	3,880 New	3,880 $209 Million
Q2 2023 Aug 14, 2023	BUY	$52.68 - $57.17 $195,126 - $211,757	3,704 New	3,704 $209 Million

Others Institutions Holding IHI

# of Institutions

615

Shares Held

31.3M

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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Sonoma Private Wealth LLC Ishares Tr Dow Jones Us Medica Transaction History