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 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.7K- 19.68% |
$439K - $488K
|
35.5K
$2.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.07K- 2.74% |
$458K - $508K
|
322K
$19.4M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.13K- 7.94% |
$460K - $512K
|
106K
$6.37M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-10.5K- 35.1% |
$529K - $588K
|
19.4K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.2K- 3.08% |
$566K - $629K
|
353K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.3K- 5.0% |
$569K - $632K
|
214K
$12.9M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.9K- 71.04% |
$601K - $668K
|
4.86K
$292K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-12.1K- 28.71% |
$611K - $679K
|
30.1K
$1.81M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.2K- 13.38% |
$666K - $740K
|
85.5K
$5.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-13.4K- 4.59% |
$674K - $749K
|
278K
$16.7M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.7K- 21.32% |
$690K - $767K
|
50.5K
$3.04M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.1K- 2.98% |
$813K - $903K
|
524K
$31.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.1K- 8.02% |
$814K - $904K
|
185K
$11.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-16.1K- 76.5% |
$814K - $905K
|
4.96K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.7K- 13.4% |
$843K - $936K
|
108K
$6.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-16.8K- 9.66% |
$847K - $941K
|
157K
$9.45M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.5K- 15.15% |
$884K - $982K
|
98.1K
$5.91M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.5K- 15.15% |
$884K - $982K
|
98.1K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-18.5K- 8.08% |
$934K - $1.04M
|
211K
$12.7M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.7K- 64.8% |
$946K - $1.05M
|
10.2K
$613K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-19K- 5.24% |
$961K - $1.07M
|
344K
$20.7M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-19.5K- 54.54% |
$986K - $1.1M
|
16.3K
$981K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20.2K- 12.28% |
$1.02M - $1.13M
|
144K
$8.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22K- 4.59% |
$1.11M - $1.23M
|
458K
$27.6M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-22.3K- 48.56% |
$1.12M - $1.25M
|
23.6K
$1.42M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.2K- 29.19% |
$1.17M - $1.3M
|
56.3K
$3.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-24.1K- 18.74% |
$1.21M - $1.35M
|
104K
$6.28M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.5K- 84.19% |
$1.23M - $1.37M
|
4.59K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-24.7K- 52.91% |
$1.25M - $1.39M
|
22K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-25.9K- 67.57% |
$1.31M - $1.45M
|
12.5K
$750K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.2K- 21.06% |
$1.32M - $1.47M
|
98.2K
$5.92M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.2K- 8.66% |
$1.37M - $1.53M
|
287K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-28.7K- 60.56% |
$1.45M - $1.61M
|
18.7K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-29.1K- 22.25% |
$1.47M - $1.63M
|
102K
$6.13M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.7K- 8.72% |
$1.5M - $1.67M
|
311K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30K- 11.67% |
$1.52M - $1.68M
|
227K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-33K- 12.08% |
$1.66M - $1.85M
|
240K
$14.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-33.3K- 27.89% |
$1.68M - $1.87M
|
86.1K
$5.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-33.9K- 49.81% |
$1.71M - $1.9M
|
34.2K
$2.06M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-34.9K- 98.15% |
$1.76M - $1.95M
|
658
$39.6K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-43.9K- 64.87% |
$2.21M - $2.46M
|
23.7K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-45.6K- 88.61% |
$2.3M - $2.56M
|
5.87K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47K- 7.27% |
$2.37M - $2.63M
|
599K
$36.1M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-47K- 87.27% |
$2.37M - $2.64M
|
6.86K
$413K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50.1K- 71.2% |
$2.53M - $2.81M
|
20.3K
$1.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-66.9K- 73.69% |
$3.38M - $3.75M
|
23.9K
$1.44M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-69.7K- 49.49% |
$3.52M - $3.91M
|
71.1K
$4.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-70.6K- 93.72% |
$3.56M - $3.96M
|
4.73K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-74.1K- 78.02% |
$3.74M - $4.15M
|
20.9K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-83.3K- 7.84% |
$4.2M - $4.67M
|
978K
$58.9M
|