Number of Shares
111,453.00
Current Holdings Value*
$5.41 Mil
% of Portfolio
3.63%
Total Estimate Gain
$709,906.16
% of Total Estimate Gain
5.47%

Hall Private Wealth Advisors's iShares U.S. Medical Devices ETF Holding Summary

As of 2023-09-30, Hall Private Wealth Advisors held 111,453.00 shares of iShares U.S. Medical Devices ETF(IHI), totaling $5.41 Mil. This investment constitutes 3.63% of their stock portfolio, and Hall Private Wealth Advisors now holds 0.1% of the outstanding iShares U.S. Medical Devices ETF(IHI) stock.

The initial trade took place in 2020Q4. And since then Hall Private Wealth Advisors has made 4 purchases of IHI, at an average price of $53.56, for a total of 242,509.00 shares. In addition, there have been 6 sales at an average price of $53.57 for 131,056.00 shares. Based on historical transaction data and IHI's current price of $59.93, Hall Private Wealth Advisors's estimated gain on his IHI holdings is $709,906.16, reflecting a 5.47% gain to date.

Hall Private Wealth Advisors IHI ($59.93) Holding Chart

Hall Private Wealth Advisors IHI ($59.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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