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 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.42K- 17.29% |
$122K - $135K
|
11.6K
$696K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.5K- 37.3% |
$126K - $140K
|
4.2K
$253K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.53K- 10.18% |
$128K - $142K
|
22.3K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.59K- 54.94% |
$131K - $145K
|
2.12K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.6K- 17.95% |
$131K - $146K
|
11.9K
$715K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.77K- 1.1% |
$140K - $155K
|
249K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.02K- 4.55% |
$152K - $169K
|
63.2K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.04K- 8.02% |
$154K - $171K
|
34.9K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.07K- 5.33% |
$155K - $172K
|
54.5K
$3.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-3.13K- 33.1% |
$158K - $176K
|
6.33K
$381K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.14K- 10.3% |
$158K - $176K
|
27.3K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.24K- 42.09% |
$163K - $182K
|
4.46K
$268K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.26K- 41.49% |
$164K - $183K
|
4.59K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.33K- 8.82% |
$168K - $187K
|
34.4K
$2.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.4K- 5.66% |
$172K - $191K
|
56.7K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.45K- 16.8% |
$174K - $193K
|
17.1K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.68K- 1.1% |
$186K - $206K
|
331K
$19.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-4.07K- 5.87% |
$205K - $228K
|
65.3K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.09K- 4.04% |
$206K - $229K
|
97.1K
$5.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-4.45K- 10.8% |
$224K - $249K
|
36.7K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.45K- 4.0% |
$225K - $250K
|
107K
$6.43M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.54K- 84.22% |
$229K - $254K
|
850
$51.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.55K- 6.71% |
$230K - $255K
|
63.3K
$3.81M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.65K- 15.29% |
$235K - $261K
|
25.8K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.76K- 2.89% |
$240K - $267K
|
160K
$9.64M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.98K- 3.25% |
$251K - $279K
|
148K
$8.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.17K- 7.9% |
$261K - $290K
|
60.3K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.26K- 10.06% |
$265K - $295K
|
47K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.3K- 20.08% |
$267K - $297K
|
21.1K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.4K- 66.67% |
$272K - $303K
|
2.7K
$163K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.56K- 26.58% |
$281K - $312K
|
15.4K
$926K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.57K- 74.19% |
$281K - $312K
|
1.94K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.62K- 21.01% |
$283K - $315K
|
21.1K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.93K- 6.36% |
$299K - $332K
|
87.2K
$5.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-6.15K- 6.79% |
$310K - $345K
|
84.4K
$5.08M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.3K- 13.18% |
$318K - $353K
|
41.5K
$2.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6.35K- 49.34% |
$321K - $356K
|
6.53K
$393K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.53K- 4.18% |
$330K - $366K
|
150K
$9.02M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.54K- 27.73% |
$330K - $367K
|
17.1K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.62K- 19.14% |
$334K - $371K
|
28K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-6.79K- 39.03% |
$343K - $381K
|
10.6K
$639K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-7.13K- 54.54% |
$360K - $400K
|
5.94K
$358K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.14K- 24.66% |
$360K - $400K
|
21.8K
$1.31M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.84K- 6.55% |
$396K - $440K
|
112K
$6.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.01K- 13.77% |
$404K - $449K
|
50.2K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.19K- 31.44% |
$413K - $459K
|
17.9K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8.37K- 4.88% |
$423K - $469K
|
163K
$9.82M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.46KClosed |
$427K - $474K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.58K- 5.98% |
$433K - $481K
|
135K
$8.13M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.62K- 5.46% |
$435K - $483K
|
149K
$9M
|