Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.98MNew |
$100M - $111M
|
1.98M
$119M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
781K+ 53.89% |
$39.4M - $43.8M
|
2.23M
$134M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
384KNew |
$19.4M - $21.6M
|
384K
$23.2M
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
261KNew |
$13.2M - $14.6M
|
261K
$15.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
258KNew |
$13M - $14.5M
|
258K
$15.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
199KNew |
$10.1M - $11.2M
|
199K
$12M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
114K+ 53.35% |
$5.75M - $6.39M
|
328K
$19.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
BUY
|
- |
114KNew |
$5.74M - $6.38M
|
114K
$6.85M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
87KNew |
$4.39M - $4.87M
|
87K
$5.24M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
70.3K+ 3.21% |
$3.55M - $3.94M
|
2.26M
$136M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51.9KNew |
$2.62M - $2.91M
|
51.9K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.7K+ 1.09% |
$2.15M - $2.39M
|
3.96M
$238M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.1K+ 469.36% |
$2.13M - $2.36M
|
51.1K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
39.4KNew |
$1.99M - $2.21M
|
39.4K
$2.37M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.3K+ 250.61% |
$1.98M - $2.2M
|
54.9K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
39.2K+ 4221.98% |
$1.98M - $2.2M
|
40.1K
$2.42M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
35.1K+ 9125.71% |
$1.77M - $1.97M
|
35.5K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.9KNew |
$1.76M - $1.96M
|
34.9K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3K+ 151.08% |
$1.73M - $1.93M
|
57.1K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
25.1KNew |
$1.26M - $1.41M
|
25.1K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
24.4KNew |
$1.23M - $1.37M
|
24.4K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22.9K+ 1.02% |
$1.16M - $1.28M
|
2.26M
$136M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
22.1K+ 19.03% |
$1.11M - $1.24M
|
138K
$8.32M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20.4K+ 68.36% |
$1.03M - $1.14M
|
50.2K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$1.01M - $1.12M
|
20K
$1.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
17.2K+ 3.94% |
$867K - $963K
|
454K
$27.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17K+ 17.93% |
$858K - $954K
|
112K
$6.74M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
16.4K+ 89.96% |
$825K - $917K
|
34.5K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
15.3K+ 1495.2% |
$770K - $855K
|
16.3K
$980K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$750K - $833K
|
14.9K
$895K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.5K+ 0.98% |
$680K - $756K
|
1.39M
$83.5M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.3K+ 18.02% |
$622K - $691K
|
80.7K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.5K+ 4.36% |
$532K - $591K
|
252K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.95K+ 7.78% |
$502K - $558K
|
138K
$8.3M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
9.22K+ 42.63% |
$465K - $517K
|
30.8K
$1.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.96KNew |
$452K - $502K
|
8.96K
$539K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.52K+ 7.33% |
$430K - $478K
|
125K
$7.51M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.8KNew |
$394K - $437K
|
7.8K
$470K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
6.86K+ 25.55% |
$346K - $385K
|
33.7K
$2.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.84K+ 6.85% |
$345K - $384K
|
107K
$6.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
6.57KNew |
$332K - $368K
|
6.57K
$396K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.55K+ 31.12% |
$331K - $367K
|
27.6K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.49K+ 1.89% |
$328K - $364K
|
351K
$21.1M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.11KNew |
$308K - $343K
|
6.11K
$368K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.81K+ 6.0% |
$293K - $326K
|
103K
$6.18M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.57KNew |
$281K - $312K
|
5.57K
$335K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
5.52K+ 13.48% |
$279K - $310K
|
46.5K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.38K+ 25.18% |
$272K - $302K
|
26.8K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.1K+ 2.46% |
$257K - $286K
|
212K
$12.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.09KNew |
$257K - $285K
|
5.09K
$306K
|