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 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-292- 55.09% |
$14.7K - $16.4K
|
238
$14.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-293- 6.1% |
$14.8K - $16.4K
|
4.51K
$272K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-296- 0.31% |
$14.9K - $16.6K
|
95.8K
$5.77M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-302- 7.53% |
$15.2K - $16.9K
|
3.71K
$224K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-313- 54.25% |
$15.8K - $17.5K
|
264
$15.9K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-313- 0.3% |
$15.8K - $17.5K
|
105K
$6.3M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-329- 1.81% |
$16.6K - $18.4K
|
17.9K
$1.08M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-330- 1.87% |
$16.7K - $18.5K
|
17.4K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-348- 2.87% |
$17.6K - $19.5K
|
11.8K
$711K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-360- 4.81% |
$18.2K - $20.2K
|
7.12K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-363- 1.13% |
$18.3K - $20.3K
|
31.7K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-366- 3.2% |
$18.5K - $20.5K
|
11.1K
$666K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-393- 1.86% |
$19.8K - $22K
|
20.7K
$1.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-413- 3.77% |
$20.8K - $23.2K
|
10.5K
$634K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-433- 3.35% |
$21.8K - $24.3K
|
12.5K
$753K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-434- 8.42% |
$21.9K - $24.3K
|
4.72K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-447- 5.98% |
$22.6K - $25.1K
|
7.03K
$424K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-468- 66.67% |
$23.6K - $26.2K
|
234
$14.1K
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-504- 6.01% |
$25.4K - $28.3K
|
7.88K
$475K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-537- 0.63% |
$27.1K - $30.1K
|
84.7K
$5.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-554- 5.54% |
$28K - $31.1K
|
9.45K
$569K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-565- 11.06% |
$28.5K - $31.7K
|
4.54K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-566- 3.11% |
$28.6K - $31.7K
|
17.6K
$1.06M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-581- 5.09% |
$29.3K - $32.6K
|
10.8K
$653K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-590- 6.02% |
$29.8K - $33.1K
|
9.21K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-591- 2.11% |
$29.8K - $33.1K
|
27.4K
$1.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-598- 14.11% |
$30.2K - $33.5K
|
3.64K
$219K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-604- 38.87% |
$30.5K - $33.9K
|
950
$57.2K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-615- 0.23% |
$31K - $34.5K
|
273K
$16.4M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-631- 9.34% |
$31.8K - $35.4K
|
6.12K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-638- 6.54% |
$32.2K - $35.8K
|
9.11K
$549K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-658- 31.1% |
$33.2K - $36.9K
|
1.46K
$87.8K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-663- 2.66% |
$33.5K - $37.2K
|
24.2K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-674- 36.14% |
$34K - $37.8K
|
1.19K
$71.7K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-681- 4.47% |
$34.4K - $38.2K
|
14.6K
$876K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-700- 7.04% |
$35.3K - $39.2K
|
9.25K
$557K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-702- 1.09% |
$35.4K - $39.4K
|
63.7K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-754- 0.53% |
$38K - $42.3K
|
141K
$8.5M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-755- 11.93% |
$38.1K - $42.3K
|
5.58K
$336K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-773- 16.41% |
$39K - $43.3K
|
3.94K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-773- 10.81% |
$39K - $43.3K
|
6.38K
$384K
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-781- 3.99% |
$39.4K - $43.8K
|
18.8K
$1.13M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-790- 6.86% |
$39.9K - $44.3K
|
10.7K
$646K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-807- 6.28% |
$40.7K - $45.2K
|
12K
$725K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-817- 16.34% |
$41.2K - $45.8K
|
4.18K
$252K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-837- 1.81% |
$42.2K - $46.9K
|
45.4K
$2.74M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-847- 1.57% |
$42.7K - $47.5K
|
53K
$3.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-862- 0.31% |
$43.5K - $48.3K
|
277K
$16.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-865- 4.05% |
$43.6K - $48.5K
|
20.5K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-876- 9.08% |
$44.2K - $49.1K
|
8.77K
$528K
|