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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.02K+ 7.33% |
$51.3K - $57K
|
14.9K
$896K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1K+ 280.11% |
$50.5K - $56.1K
|
1.36K
$81.7K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
981+ 10.62% |
$49.5K - $55K
|
10.2K
$615K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
955+ 18.1% |
$48.2K - $53.5K
|
6.23K
$375K
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
915New |
$46.2K - $51.3K
|
915
$55.1K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
873+ 2.97% |
$44.1K - $48.9K
|
30.2K
$1.82M
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
840+ 350.0% |
$42.4K - $47.1K
|
1.08K
$65K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
827New |
$41.7K - $46.4K
|
827
$49.8K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
779+ 2.2% |
$39.3K - $43.7K
|
36.2K
$2.18M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
768+ 512.0% |
$38.8K - $43.1K
|
918
$55.3K
|
|
Apr 05, 2023
Q1 2023
|
Spence Asset Management
|
BUY
|
- |
767+ 4.17% |
$38.7K - $43K
|
19.2K
$1.15M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
757+ 1.09% |
$38.2K - $42.4K
|
70.4K
$4.24M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
734+ 3.02% |
$37K - $41.1K
|
25K
$1.51M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
730+ 2.21% |
$36.8K - $40.9K
|
33.8K
$2.03M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
707New |
$35.7K - $39.6K
|
707
$42.6K
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
700+ 10.77% |
$35.3K - $39.2K
|
7.2K
$434K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
690+ 3.38% |
$34.8K - $38.7K
|
21.1K
$1.27M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
662+ 0.98% |
$33.4K - $37.1K
|
68K
$4.1M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
644+ 2.83% |
$32.5K - $36.1K
|
23.4K
$1.41M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
615+ 683.33% |
$31K - $34.5K
|
705
$42.5K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
594New |
$30K - $33.3K
|
594
$35.8K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
591+ 6.63% |
$29.8K - $33.1K
|
9.5K
$572K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
577+ 3.85% |
$29.1K - $32.3K
|
15.6K
$938K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
490+ 6.26% |
$24.7K - $27.5K
|
8.32K
$501K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
477+ 0.78% |
$24.1K - $26.7K
|
61.7K
$3.72M
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
450New |
$22.7K - $25.2K
|
450
$27.1K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
434+ 0.83% |
$21.9K - $24.3K
|
53K
$3.19M
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
422New |
$21.3K - $23.7K
|
422
$25.4K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
375New |
$18.9K - $21K
|
375
$22.6K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
320New |
$16.1K - $17.9K
|
320
$19.3K
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
317New |
$16K - $17.8K
|
317
$19.1K
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
296+ 0.33% |
$14.9K - $16.6K
|
90.8K
$5.47M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
293+ 2.53% |
$14.8K - $16.4K
|
11.9K
$715K
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
285+ 0.82% |
$14.4K - $16K
|
34.9K
$2.1M
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
269+ 0.81% |
$13.6K - $15.1K
|
33.4K
$2.01M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
259+ 2.82% |
$13.1K - $14.5K
|
9.43K
$568K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
247+ 1.6% |
$12.5K - $13.8K
|
15.7K
$945K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
231+ 4.27% |
$11.7K - $12.9K
|
5.64K
$340K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
230+ 5.01% |
$11.6K - $12.9K
|
4.82K
$290K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
220+ 36.67% |
$11.1K - $12.3K
|
820
$49.4K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
211+ 11.72% |
$10.6K - $11.8K
|
2.01K
$121K
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
209New |
$10.5K - $11.7K
|
209
$12.6K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
201+ 74.44% |
$10.1K - $11.3K
|
471
$28.4K
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
200+ 3.45% |
$10.1K - $11.2K
|
5.99K
$361K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
166+ 44.74% |
$8.38K - $9.31K
|
537
$32.3K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
163+ 6.07% |
$8.22K - $9.14K
|
2.85K
$172K
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
160+ 0.9% |
$8.07K - $8.97K
|
18K
$1.09M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
150New |
$7.57K - $8.41K
|
150
$9.03K
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
150New |
$7.57K - $8.41K
|
150
$9.03K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
148+ 1.01% |
$7.47K - $8.3K
|
14.8K
$894K
|