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 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-907- 2.19% |
$45.8K - $50.8K
|
40.6K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-918- 1.82% |
$46.3K - $51.5K
|
49.4K
$2.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-926- 15.16% |
$46.7K - $51.9K
|
5.18K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-948- 6.86% |
$47.8K - $53.1K
|
12.9K
$776K
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-950- 2.39% |
$47.9K - $53.3K
|
38.7K
$2.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1K- 4.71% |
$50.5K - $56.1K
|
20.2K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.02K- 5.33% |
$51.3K - $57K
|
18K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 3.22% |
$52K - $57.8K
|
30.9K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.03K- 36.28% |
$52.1K - $57.9K
|
1.81K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.04K- 11.36% |
$52.3K - $58.1K
|
8.09K
$487K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.06K- 10.41% |
$53.4K - $59.3K
|
9.1K
$548K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.08K- 2.11% |
$54.5K - $60.5K
|
50.1K
$3.02M
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-1.08K- 11.17% |
$54.7K - $60.8K
|
8.62K
$519K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.11K- 22.93% |
$56K - $62.2K
|
3.73K
$225K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.12K- 4.48% |
$56.3K - $62.6K
|
23.8K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.12K- 4.88% |
$56.6K - $62.9K
|
21.9K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 1.54% |
$59.5K - $66.1K
|
75.3K
$4.54M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.2KClosed |
$60.6K - $67.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.2K- 12.86% |
$60.8K - $67.5K
|
8.16K
$491K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 15.6% |
$60.9K - $67.6K
|
6.53K
$393K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-1.29K- 22.73% |
$65.1K - $72.4K
|
4.39K
$264K
|
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-1.31K- 0.63% |
$66K - $73.3K
|
207K
$12.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.38K- 16.19% |
$69.7K - $77.4K
|
7.15K
$431K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.39K- 11.27% |
$70.3K - $78.1K
|
11K
$660K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.4K- 21.32% |
$70.7K - $78.5K
|
5.17K
$311K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.41K- 12.21% |
$71.2K - $79.2K
|
10.2K
$612K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.41K- 21.5% |
$71.4K - $79.3K
|
5.16K
$311K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.44K- 18.22% |
$72.7K - $80.7K
|
6.46K
$389K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.49K- 4.2% |
$75K - $83.4K
|
33.9K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 6.27% |
$75.8K - $84.2K
|
22.4K
$1.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.57K- 2.35% |
$79K - $87.7K
|
65K
$3.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66K- 18.76% |
$84K - $93.3K
|
7.21K
$434K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.77K- 27.13% |
$89.1K - $98.9K
|
4.74K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.82K- 2.17% |
$91.7K - $102K
|
82K
$4.94M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.83K- 5.36% |
$92.2K - $102K
|
32.3K
$1.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.84K- 1.64% |
$92.9K - $103K
|
110K
$6.64M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.01K- 17.23% |
$101K - $112K
|
9.64K
$581K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.06K- 4.03% |
$104K - $116K
|
49.1K
$2.96M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.08K- 1.6% |
$105K - $116K
|
127K
$7.68M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.09K- 19.02% |
$105K - $117K
|
8.9K
$536K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.11K- 19.71% |
$106K - $118K
|
8.58K
$516K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.14K- 12.88% |
$108K - $120K
|
14.5K
$872K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.15K- 1.74% |
$108K - $120K
|
121K
$7.31M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.16K- 9.42% |
$109K - $121K
|
20.7K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.16K- 13.1% |
$109K - $121K
|
14.3K
$864K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.22K- 10.75% |
$112K - $124K
|
18.4K
$1.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.27K- 15.02% |
$115K - $127K
|
12.9K
$775K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.3K- 35.25% |
$116K - $129K
|
4.23K
$254K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.33K- 9.32% |
$118K - $131K
|
22.7K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.38K- 24.52% |
$120K - $133K
|
7.32K
$441K
|