Safeguard Investment Advisory Group, LLC IHI Holdings History
Safeguard Investment Advisory Group, LLC's iShares U.S. Medical Devices ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 125,540.00 shares of iShares U.S. Medical Devices ETF(IHI), totaling $7.56 Mil. This investment constitutes 2.05% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0.17% of the outstanding iShares U.S. Medical Devices ETF(IHI) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 13 purchases of IHI, at an average price of $54.71, for a total of 159,075.00 shares. In addition, there have been 3 sales at an average price of $53.72 for 33,535.00 shares. Based on historical transaction data and IHI's current price of $60.54, Safeguard Investment Advisory Group, LLC's estimated gain on his IHI holdings is $699,345.19, reflecting a 8.04% gain to date.
Safeguard Investment Advisory Group, LLC IHI ($60.54) Holding Chart
Safeguard Investment Advisory Group, LLC IHI ($60.54) 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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