Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.3K+ 6.83% |
$541K - $602K
|
161K
$9.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.2K+ 177.65% |
$536K - $597K
|
15.9K
$946K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 16.2% |
$533K - $594K
|
72.6K
$4.32M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.15K+ 28.74% |
$482K - $537K
|
41K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
9.1K+ 164.24% |
$480K - $534K
|
14.6K
$871K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
8.53KNew |
$450K - $501K
|
8.53K
$508K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.47K+ 25.29% |
$446K - $497K
|
41.9K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.46KNew |
$446K - $497K
|
8.46K
$504K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.94KNew |
$418K - $466K
|
7.94K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.93K+ 48.71% |
$418K - $465K
|
24.2K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.58K+ 25.25% |
$399K - $445K
|
37.6K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.48KNew |
$394K - $439K
|
7.48K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.42K+ 21.49% |
$391K - $435K
|
41.9K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.05K+ 22.34% |
$372K - $414K
|
38.6K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
6.54K+ 19.64% |
$345K - $384K
|
39.9K
$2.37M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
6.39K+ 2.35% |
$337K - $375K
|
279K
$16.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
6KNew |
$316K - $352K
|
6K
$357K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6K+ 55.73% |
$316K - $352K
|
16.8K
$998K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6KNew |
$316K - $352K
|
6K
$357K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.83KNew |
$307K - $342K
|
5.83K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.63K+ 5.37% |
$297K - $330K
|
110K
$6.57M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.35KNew |
$282K - $314K
|
5.35K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.29K+ 36.42% |
$279K - $310K
|
19.8K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.28KNew |
$278K - $310K
|
5.28K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5KNew |
$264K - $293K
|
5K
$298K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.93K+ 7.3% |
$260K - $289K
|
72.5K
$4.32M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.8KNew |
$253K - $282K
|
4.8K
$286K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.7KNew |
$248K - $276K
|
4.7K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.61K+ 505.26% |
$243K - $271K
|
5.53K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.45K+ 27.34% |
$235K - $261K
|
20.7K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.32KNew |
$228K - $253K
|
4.32K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.19KNew |
$221K - $246K
|
4.19K
$249K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.06K+ 3.45% |
$214K - $238K
|
122K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.01KNew |
$211K - $235K
|
4.01K
$238K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
4K+ 17.27% |
$211K - $235K
|
27.2K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.97K+ 1.97% |
$209K - $233K
|
206K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.85KNew |
$203K - $226K
|
3.85K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.76KNew |
$198K - $221K
|
3.76K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
3.67KNew |
$193K - $215K
|
3.67K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.65KNew |
$193K - $214K
|
3.65K
$217K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.65KNew |
$193K - $214K
|
3.65K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.65K+ 12.92% |
$192K - $214K
|
31.9K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.61KNew |
$190K - $212K
|
3.61K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.58KNew |
$189K - $210K
|
3.58K
$213K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.58KNew |
$189K - $210K
|
3.58K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.57K+ 2.03% |
$188K - $210K
|
179K
$10.7M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.56KNew |
$187K - $209K
|
3.56K
$212K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.53KNew |
$186K - $207K
|
3.53K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.51KNew |
$185K - $206K
|
3.51K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.5KNew |
$184K - $205K
|
3.5K
$208K
|