Valeo Financial Advisors, LLC Ishares Tr Dow Jones Us Medica Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 5,212 shares of IHI stock, worth $334,871. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,212
Previous 5,202 0.19%
Holding current value
$334,871
Previous $308,000 1.3%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$57.38 - $61.11 $573 - $611
10 Added 0.19%
5,212 $304,000
Q3 2024

Oct 10, 2024
SELL
$54.38 - $59.77 $66,669 - $73,278
-1,226 Reduced 19.07%
5,202 $308,000
Q2 2024

Jul 10, 2024
SELL
$54.36 - $57.86 $2,283 - $2,430
-42 Reduced 0.65%
6,428 $360,000
Q1 2024

Apr 25, 2024
BUY
$52.72 - $58.68 $84,562 - $94,122
1,604 Added 32.96%
6,470 $379,000
Q1 2024

Apr 19, 2024
SELL
$52.72 - $58.68 $896 - $997
-17 Reduced 0.35%
4,866 $285,000
Q4 2023

Jan 29, 2024
BUY
$44.46 - $54.12 $217,098 - $264,267
4,883 New
4,883 $263,000
Q2 2023

Jul 14, 2023
SELL
$52.68 - $57.17 $16,857 - $18,294
-320 Reduced 8.16%
3,602 $203,000
Q1 2023

Apr 17, 2023
BUY
$50.46 - $56.06 $197,904 - $219,867
3,922 New
3,922 $211,000
Q2 2022

Aug 03, 2022
SELL
$47.65 - $62.2 $195,603 - $255,331
-4,105 Closed
0 $0
Q1 2022

Apr 28, 2022
BUY
$55.84 - $65.41 $28,645 - $33,555
513 Added 14.28%
4,105 $250,000
Q4 2021

Jan 07, 2022
BUY
$61.58 - $66.32 $221,195 - $238,221
3,592 New
3,592 $237,000
Q2 2021

Jul 22, 2021
SELL
$55.06 - $60.62 $18,720 - $20,610
-340 Closed
0 $0
Q1 2021

Apr 12, 2021
SELL
$52.97 - $58.45 $2,701 - $2,980
-51 Reduced 13.04%
340 $112,000
Q3 2020

Oct 28, 2020
SELL
$44.27 - $51.59 $18,239 - $21,255
-412 Reduced 51.31%
391 $117,000
Q2 2020

Jul 20, 2020
BUY
$35.5 - $45.33 $2,236 - $2,855
63 Added 8.51%
803 $213,000
Q1 2020

Apr 13, 2020
BUY
$30.83 - $46.19 $30 - $46
1 Added 0.14%
740 $182,000
Q3 2019

Oct 15, 2019
BUY
$39.44 - $41.95 $15,776 - $16,780
400 Added 117.99%
739 $183,000
Q4 2018

Jan 30, 2019
BUY
$30.61 - $37.95 $30 - $37
1 Added 0.3%
339 $68,000
Q2 2018

Aug 14, 2018
SELL
$30.1 - $34.45 $18,060 - $20,670
-600 Reduced 63.97%
338 $70,000
Q1 2018

Apr 12, 2018
BUY
$28.78 - $32.28 $5,756 - $6,456
200 Added 27.1%
938 $174,000
Q4 2017

Feb 09, 2018
BUY
$27.98 - $29.62 $11,192 - $11,848
400 Added 118.34%
738 $128,000
Q3 2017

Nov 14, 2017
BUY
$27.59 - $27.84 $9,325 - $9,409
338
338 $56,000

Others Institutions Holding IHI

# of Institutions
636
Shares Held
30.7M
Call Options Held
365K
Put Options Held
783K
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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