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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.62K- 30.33% |
$146K - $171K
|
6.01K
$366K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.83K- 73.82% |
$158K - $185K
|
1K
$61K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.9K- 27.02% |
$162K - $190K
|
7.83K
$477K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3K- 4.07% |
$167K - $196K
|
70.6K
$4.3M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3K- 8.42% |
$168K - $196K
|
32.7K
$1.99M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.02K- 33.88% |
$169K - $197K
|
5.89K
$359K
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.05KClosed |
$170K - $200K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.06KClosed |
$171K - $200K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
F
|
SELL
|
- |
-3.06KClosed |
$171K - $200K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 28.85% |
$172K - $202K
|
7.61K
$463K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.14K- 2.36% |
$176K - $206K
|
130K
$7.9M
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.19KClosed |
$178K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.2KClosed |
$178K - $209K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3.26KClosed |
$182K - $213K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-3.27KClosed |
$183K - $214K
|
0
$0
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.28KClosed |
$183K - $214K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.32KClosed |
$185K - $217K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.37K- 42.72% |
$188K - $220K
|
4.52K
$275K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.44KClosed |
$192K - $225K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.44K- 51.13% |
$192K - $225K
|
3.28K
$200K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-3.45KClosed |
$193K - $226K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.53K- 50.0% |
$197K - $231K
|
3.53K
$215K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.57K- 52.01% |
$199K - $234K
|
3.29K
$201K
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.66KClosed |
$204K - $239K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.66K- 49.73% |
$204K - $239K
|
3.7K
$225K
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.72KClosed |
$208K - $243K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.74K- 16.44% |
$209K - $245K
|
19K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 10.28% |
$210K - $246K
|
32.8K
$2M
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.77K- 46.14% |
$210K - $246K
|
4.4K
$268K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.84K- 10.87% |
$214K - $251K
|
31.5K
$1.92M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.86K- 3.46% |
$216K - $253K
|
108K
$6.55M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-3.92K- 7.38% |
$219K - $256K
|
49.1K
$2.99M
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.93KClosed |
$220K - $257K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-4.05KClosed |
$226K - $265K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-4.05KClosed |
$226K - $265K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.06KClosed |
$227K - $266K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.06KClosed |
$227K - $266K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.08KClosed |
$228K - $267K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.09KClosed |
$228K - $268K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.15K- 1.63% |
$232K - $271K
|
251K
$15.3M
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-4.19K- 2.33% |
$234K - $274K
|
176K
$10.7M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.24K- 55.73% |
$237K - $278K
|
3.37K
$205K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.43K- 4.45% |
$247K - $290K
|
95K
$5.78M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.5K- 8.14% |
$251K - $294K
|
50.8K
$3.09M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.59K- 35.94% |
$256K - $300K
|
8.19K
$498K
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.67KClosed |
$261K - $305K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.68KClosed |
$261K - $306K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-4.7KClosed |
$263K - $308K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.73KClosed |
$264K - $310K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.76K- 22.89% |
$266K - $311K
|
16K
$975K
|