Purchases and Sales Made in Q1 2022 in Ishares Tr Dow Jones Us Medica (IHI)
This table provides information about the institutional ownership of Ishares Tr Dow Jones Us Medica (IHI) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR DOW JONES US MEDICA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
223+ 5.5% |
$12.5K - $14.6K
|
4.28K
$243K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
219+ 5.68% |
$12.2K - $14.3K
|
4.08K
$232K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
215+ 26.0% |
$12K - $14.1K
|
1.04K
$59.3K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
201+ 3.48% |
$11.2K - $13.1K
|
5.99K
$341K
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
200+ 2.13% |
$11.2K - $13.1K
|
9.6K
$546K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
189+ 0.11% |
$10.6K - $12.4K
|
166K
$9.43M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
180+ 8.12% |
$10.1K - $11.8K
|
2.4K
$136K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
180+ 8.12% |
$10.1K - $11.8K
|
2.4K
$136K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
177+ 4.33% |
$9.88K - $11.6K
|
4.27K
$243K
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
127+ 1.68% |
$7.09K - $8.31K
|
7.68K
$437K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
124+ 0.37% |
$6.92K - $8.11K
|
33.3K
$1.9M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
123New |
$6.87K - $8.05K
|
123
$7K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
120+ 40.0% |
$6.7K - $7.85K
|
420
$23.9K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
108+ 100.0% |
$6.03K - $7.06K
|
216
$12.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
102New |
$5.7K - $6.67K
|
102
$5.81K
|
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
100+ 1.12% |
$5.58K - $6.54K
|
9.04K
$515K
|
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
BUY
|
- |
95+ 0.23% |
$5.3K - $6.21K
|
41.2K
$2.34M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
90New |
$5.03K - $5.89K
|
90
$5.12K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
68+ 6.91% |
$3.8K - $4.45K
|
1.05K
$59.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
66+ 10.8% |
$3.69K - $4.32K
|
677
$38.5K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
61+ 11.44% |
$3.41K - $3.99K
|
594
$33.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60+ 0.49% |
$3.35K - $3.92K
|
12.4K
$707K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
50New |
$2.79K - $3.27K
|
50
$2.85K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
45+ 0.08% |
$2.51K - $2.94K
|
53.7K
$3.06M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
35+ 0.67% |
$1.95K - $2.29K
|
5.27K
$300K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
35+ 291.67% |
$1.95K - $2.29K
|
47
$2.68K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
34+ 0.51% |
$1.9K - $2.22K
|
6.76K
$385K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
30+ 10.0% |
$1.68K - $1.96K
|
330
$18.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
29New |
$1.62K - $1.9K
|
29
$1.65K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
25New |
$1.4K - $1.64K
|
25
$1.42K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
24+ 0.33% |
$1.34K - $1.57K
|
7.3K
$416K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
22New |
$1.23K - $1.44K
|
22
$1.25K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
22+ 0.37% |
$1.23K - $1.44K
|
5.99K
$341K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
20+ 1.43% |
$1.12K - $1.31K
|
1.42K
$80.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
18+ 0.31% |
$1.01K - $1.18K
|
5.92K
$337K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
18+ 10.0% |
$1.01K - $1.18K
|
198
$11.3K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
18+ 0.2% |
$1.01K - $1.18K
|
9.02K
$514K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$112 - $131
|
9.79K
$557K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$55.8 - $65.4
|
4.79K
$273K
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1+ 0.0% |
$55.8 - $65.4
|
22K
$1.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.83% |
$55.8 - $65.4
|
120
$6.83K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.17% |
$55.8 - $65.4
|
600
$34.2K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2- 0.05% |
$112 - $131
|
4.19K
$238K
|
|
|
May 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-3- -0.0% |
$168 - $196
|
69.1K
$3.93M
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 0.9% |
$223 - $262
|
438
$24.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-5- 0.14% |
$279 - $327
|
3.69K
$210K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-10- 0.23% |
$558 - $654
|
4.34K
$247K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-18Closed |
$1.01K - $1.18K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-18- 0.48% |
$1.01K - $1.18K
|
3.76K
$214K
|
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-18- 1.8% |
$1.01K - $1.18K
|
984
$56K
|