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
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-13- 1.09% |
$656 - $729
|
1.18K
$70.8K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-16- 0.05% |
$807 - $897
|
29.8K
$1.8M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-21- 4.13% |
$1.06K - $1.18K
|
488
$29.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-22- 0.3% |
$1.11K - $1.23K
|
7.36K
$443K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-25- 0.1% |
$1.26K - $1.4K
|
25.1K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-31- 0.33% |
$1.56K - $1.74K
|
9.24K
$556K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-36- 0.67% |
$1.82K - $2.02K
|
5.35K
$322K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-39- 0.55% |
$1.97K - $2.19K
|
7.01K
$422K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-39- 0.49% |
$1.97K - $2.19K
|
7.96K
$479K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-40- 4.49% |
$2.02K - $2.24K
|
850
$51.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 0.25% |
$2.02K - $2.24K
|
15.7K
$944K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-47- 1.05% |
$2.37K - $2.63K
|
4.43K
$267K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-48- 0.49% |
$2.42K - $2.69K
|
9.65K
$581K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-48- 0.72% |
$2.42K - $2.69K
|
6.63K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-49- 1.9% |
$2.47K - $2.75K
|
2.53K
$152K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-50- 1.25% |
$2.52K - $2.8K
|
3.95K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-50- 0.28% |
$2.52K - $2.8K
|
17.9K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-51- 0.07% |
$2.57K - $2.86K
|
69K
$4.15M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-54- 1.39% |
$2.72K - $3.03K
|
3.84K
$231K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-55- 1.42% |
$2.78K - $3.08K
|
3.82K
$230K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-60- 0.14% |
$3.03K - $3.36K
|
41.8K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60- 15.96% |
$3.03K - $3.36K
|
316
$19K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-61- 0.64% |
$3.08K - $3.42K
|
9.54K
$574K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.76% |
$3.23K - $3.59K
|
8.35K
$503K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-70- 0.08% |
$3.53K - $3.92K
|
84.6K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-71- 8.93% |
$3.58K - $3.98K
|
724
$43.6K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-92- 26.36% |
$4.64K - $5.16K
|
257
$15.5K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 16.67% |
$5.05K - $5.61K
|
500
$30.1K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-106- 0.79% |
$5.35K - $5.94K
|
13.3K
$802K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-122- 1.37% |
$6.16K - $6.84K
|
8.8K
$530K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-132Closed |
$6.66K - $7.4K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-144- 0.8% |
$7.27K - $8.07K
|
17.9K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-158- 0.54% |
$7.97K - $8.86K
|
29.3K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-173- 0.8% |
$8.73K - $9.7K
|
21.4K
$1.29M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-175- 1.38% |
$8.83K - $9.81K
|
12.5K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-187- 1.7% |
$9.44K - $10.5K
|
10.8K
$652K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-188- 2.16% |
$9.49K - $10.5K
|
8.52K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-191- 1.28% |
$9.64K - $10.7K
|
14.7K
$888K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-197- 0.16% |
$9.94K - $11K
|
123K
$7.42M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-198- 37.93% |
$9.99K - $11.1K
|
324
$19.5K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-210- 3.46% |
$10.6K - $11.8K
|
5.85K
$352K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-218- 0.73% |
$11K - $12.2K
|
29.7K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-226- 0.64% |
$11.4K - $12.7K
|
35K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-228- 8.11% |
$11.5K - $12.8K
|
2.59K
$156K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-232- 5.75% |
$11.7K - $13K
|
3.81K
$229K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-269- 1.36% |
$13.6K - $15.1K
|
19.6K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-273- 41.49% |
$13.8K - $15.3K
|
385
$23.2K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-277- 1.46% |
$14K - $15.5K
|
18.7K
$1.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-279- 1.46% |
$14.1K - $15.6K
|
18.8K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-285- 13.46% |
$14.4K - $16K
|
1.83K
$110K
|