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Atria Investments’s iShares US Medical Devices ETF IHI Stock Holding History

Atria Investments’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,386
Closed -$201K – 1916
2024
Q3 		$201K Sell
3,386
-2,455
-42% -$140K ﹤0.01% 1833
2024
Q2 		$327K Buy
+5,841
New +$327K ﹤0.01% 1538
2022
Q2 		– Sell
-24,747
Closed -$1.51M – 807
2022
Q1 		$1.51M Sell
24,747
-21,823
-47% -$1.3M 0.03% 670
2021
Q4 		$3.07M Buy
46,570
+6,281
+16% +$402K 0.05% 402
2021
Q3 		$2.53M Sell
40,289
-2,257
-5% -$144K 0.05% 432
2021
Q2 		$2.56M Sell
42,546
-83,778
-66% -$4.85M 0.05% 415
2021
Q1 		$6.96M Sell
126,324
-62,706
-33% -$3.48M 0.15% 153
2020
Q4 		$10.3M Buy
189,030
+11,700
+7% +$612K 0.25% 93
2020
Q3 		$8.86M Buy
177,330
+33,942
+24% +$1.64M 0.27% 86
2020
Q2 		$6.33M Buy
+143,388
New +$6.13M 0.22% 114
2020
Q1 		– Sell
-32,220
Closed -$1.42M – 845
2019
Q4 		$1.42M Buy
32,220
+25,248
+362% +$1.06M 0.04% 418
2019
Q3 		$287K Sell
6,972
-288
-4% -$11.8K 0.01% 732
2019
Q2 		$295K Buy
7,260
+1,668
+30% +$63.1K 0.01% 743
2019
Q1 		$216K Sell
5,592
-6,438
-54% -$234K 0.01% 836
2018
Q4 		$401K Sell
12,030
-103,314
-90% -$3.58M 0.02% 573
2018
Q3 		$4.37M Buy
115,344
+27,582
+31% +$980K 0.17% 106
2018
Q2 		$2.94M Buy
+87,762
New +$2.86M 0.13% 147
2017
Q4 		– Sell
-12,576
Closed -$350K – 851
2017
Q3 		$350K Sell
12,576
-54,834
-81% -$1.52M 0.02% 557
2017
Q2 		$1.87M Buy
67,410
+39,198
+139% +$1.04M 0.11% 190
2017
Q1 		$712K Buy
+28,212
New +$684K 0.05% 319
2016
Q4 		– Sell
-13,986
Closed -$339K – 655
2016
Q3 		$339K Buy
+13,986
New +$333K 0.03% 379

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Investments's IHI Position: Q4 2024 in Review

Atria Investments sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 3,386 shares — an estimated $201K sold.

Atria Investments first reported a position in IHI in Q3 2016 and held it in 21 quarters. The position peaked at $10.3M in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • Atria Investments reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 3,386 iShares US Medical Devices ETF shares in Q4 2024, an estimated $201K.
  • Atria Investments first reported a position in iShares US Medical Devices ETF in Q3 2016 and held it in 21 quarters.
  • Atria Investments's iShares US Medical Devices ETF position peaked at $10.3M in Q4 2020.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.