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 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.97K+ 3.23% |
$251K - $279K
|
159K
$9.56M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
4.96K+ 21.89% |
$250K - $278K
|
27.6K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.91KNew |
$248K - $275K
|
4.91K
$295K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.67K+ 10.96% |
$236K - $262K
|
47.3K
$2.85M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.56K+ 4.07% |
$230K - $255K
|
116K
$7.01M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.54K+ 3.35% |
$229K - $255K
|
140K
$8.45M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
4.46K+ 6.2% |
$225K - $250K
|
76.4K
$4.6M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.45KNew |
$224K - $249K
|
4.45K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
4.44KNew |
$224K - $249K
|
4.44K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.42K+ 11.63% |
$223K - $248K
|
42.4K
$2.55M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
4.11KNew |
$207K - $230K
|
4.11K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.1K+ 7.11% |
$207K - $230K
|
61.7K
$3.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.92KNew |
$198K - $220K
|
3.92K
$236K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.9K+ 9.27% |
$197K - $218K
|
45.9K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.82K+ 4.7% |
$193K - $214K
|
85.1K
$5.12M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.8KNew |
$192K - $213K
|
3.8K
$229K
|
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.79KNew |
$191K - $213K
|
3.79K
$228K
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
3.72KNew |
$188K - $209K
|
3.72K
$224K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.6KNew |
$182K - $202K
|
3.6K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.42KNew |
$172K - $192K
|
3.42K
$206K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.34K+ 27.92% |
$168K - $187K
|
15.3K
$920K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.24K+ 37.08% |
$164K - $182K
|
12K
$722K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 3.04% |
$160K - $178K
|
107K
$6.47M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.96K+ 56.71% |
$149K - $166K
|
8.17K
$492K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.77K+ 10.61% |
$140K - $155K
|
28.8K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.71K+ 2.36% |
$137K - $152K
|
117K
$7.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.69KNew |
$136K - $151K
|
2.69K
$162K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.62K+ 67.09% |
$132K - $147K
|
6.52K
$393K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.55K+ 6.78% |
$129K - $143K
|
40.1K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.55K+ 6.11% |
$128K - $143K
|
44.2K
$2.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.47KNew |
$125K - $139K
|
2.47K
$149K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.37K+ 2.78% |
$120K - $133K
|
87.6K
$5.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.32K+ 15.05% |
$117K - $130K
|
17.7K
$1.07M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
2.26KNew |
$114K - $127K
|
2.26K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.21K+ 1.22% |
$111K - $124K
|
184K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.14K+ 3.46% |
$108K - $120K
|
63.9K
$3.85M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.01K+ 17.46% |
$101K - $113K
|
13.5K
$814K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.94K+ 20.2% |
$97.7K - $109K
|
11.5K
$694K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.91K+ 14.09% |
$96.4K - $107K
|
15.5K
$931K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.89KNew |
$95.6K - $106K
|
1.89K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.76K+ 28.65% |
$88.6K - $98.4K
|
7.88K
$475K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.75K+ 9.09% |
$88.5K - $98.3K
|
21K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.71K+ 3.6% |
$86.3K - $95.9K
|
49.2K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.51K+ 316.6% |
$76K - $84.5K
|
1.98K
$119K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.24K+ 7.4% |
$62.5K - $69.4K
|
18K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.23K+ 4.84% |
$62.1K - $69K
|
26.6K
$1.6M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
1.23K+ 1.52% |
$61.9K - $68.7K
|
81.8K
$4.92M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.2KNew |
$60.6K - $67.3K
|
1.2K
$72.3K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.07K+ 6.15% |
$54.1K - $60.2K
|
18.5K
$1.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.05K+ 1.31% |
$52.7K - $58.6K
|
80.5K
$4.85M
|