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
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
120New |
$6.06K - $6.73K
|
120
$7.23K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
108+ 1.36% |
$5.45K - $6.05K
|
8.07K
$486K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
91+ 0.4% |
$4.59K - $5.1K
|
22.7K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
90+ 73.17% |
$4.54K - $5.05K
|
213
$12.8K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
90+ 73.17% |
$4.54K - $5.05K
|
213
$12.8K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
83+ 1.99% |
$4.19K - $4.65K
|
4.25K
$256K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
80+ 1.45% |
$4.04K - $4.48K
|
5.61K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
74New |
$3.73K - $4.15K
|
74
$4.46K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
73+ 0.87% |
$3.68K - $4.09K
|
8.44K
$508K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
70+ 14.55% |
$3.53K - $3.92K
|
551
$33.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
65New |
$3.28K - $3.64K
|
65
$3.91K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
59New |
$2.98K - $3.31K
|
59
$3.55K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
44New |
$2.22K - $2.47K
|
44
$2.65K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 0.5% |
$2.22K - $2.47K
|
8.89K
$535K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
38+ 0.08% |
$1.92K - $2.13K
|
50.6K
$3.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
37+ 0.7% |
$1.87K - $2.07K
|
5.29K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
35+ 1.25% |
$1.77K - $1.96K
|
2.84K
$171K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
35+ 97.22% |
$1.77K - $1.96K
|
71
$4.28K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
32New |
$1.61K - $1.79K
|
32
$1.93K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30+ 4.68% |
$1.51K - $1.68K
|
671
$40.4K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30New |
$1.51K - $1.68K
|
30
$1.81K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
24+ 0.19% |
$1.21K - $1.35K
|
12.5K
$752K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
21+ 0.13% |
$1.06K - $1.18K
|
15.9K
$959K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$1.06K - $1.18K
|
21
$1.26K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$1.01K - $1.12K
|
20
$1.2K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18+ 100.0% |
$908 - $1.01K
|
36
$2.17K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 0.72% |
$908 - $1.01K
|
2.51K
$151K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
18+ 0.05% |
$908 - $1.01K
|
37.8K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
15+ 0.04% |
$757 - $841
|
33.4K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
13+ 0.33% |
$656 - $729
|
3.98K
$240K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 1.1% |
$505 - $561
|
915
$55.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$202 - $224
|
9.84K
$592K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.04% |
$151 - $168
|
7.02K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
3+ 0.01% |
$151 - $168
|
22.1K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.02% |
$50.5 - $56.1
|
4.39K
$264K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$50.5 - $56.1
|
6.44K
$388K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.06% |
$50.5 - $56.1
|
1.67K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$50.5 - $56.1
|
1.53K
$91.9K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$50.5 - $56.1
|
4.8K
$289K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$50.5 - $56.1
|
5.14K
$310K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.04% |
$50.5 - $56.1
|
2.23K
$134K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1- 0.02% |
$50.5 - $56.1
|
6.18K
$372K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.06% |
$151 - $168
|
4.87K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 1.29% |
$252 - $280
|
382
$23K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 9.52% |
$505 - $561
|
95
$5.72K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 6.29% |
$505 - $561
|
149
$8.97K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10Closed |
$505 - $561
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-13- 0.07% |
$656 - $729
|
19.8K
$1.19M
|