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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5.74K- 34.69% |
$302K - $337K
|
10.8K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.1K- 6.07% |
$321K - $358K
|
94.4K
$5.62M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.28K- 42.07% |
$384K - $427K
|
10K
$597K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.29K- 13.12% |
$384K - $428K
|
48.3K
$2.87M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.33K- 41.76% |
$386K - $430K
|
10.2K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.61K- 8.24% |
$401K - $447K
|
84.7K
$5.04M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.9K- 13.43% |
$416K - $463K
|
50.9K
$3.03M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8K- 32.0% |
$422K - $469K
|
17K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.25K- 2.16% |
$435K - $484K
|
374K
$22.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.46K- 3.88% |
$446K - $497K
|
210K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-8.57K- 53.66% |
$452K - $503K
|
7.4K
$441K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.65K- 91.9% |
$456K - $507K
|
762
$45.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.71K- 9.06% |
$459K - $511K
|
87.5K
$5.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.04K- 14.01% |
$477K - $531K
|
55.5K
$3.3M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.31K- 29.09% |
$491K - $546K
|
22.7K
$1.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-9.62K- 9.62% |
$507K - $565K
|
90.4K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-9.97K- 8.9% |
$526K - $585K
|
102K
$6.07M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.5K- 20.44% |
$553K - $616K
|
40.8K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-11.1K- 4.58% |
$586K - $653K
|
232K
$13.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 14.52% |
$587K - $653K
|
65.5K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-11.1K- 17.09% |
$588K - $654K
|
54.1K
$3.22M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-11.3K- 7.11% |
$593K - $660K
|
147K
$8.76M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.5K- 74.48% |
$604K - $672K
|
3.93K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-12.3K- 43.99% |
$648K - $721K
|
15.6K
$931K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.4K- 47.6% |
$708K - $788K
|
14.8K
$880K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.5K- 8.68% |
$714K - $794K
|
142K
$8.48M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.6K- 10.65% |
$717K - $798K
|
114K
$6.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-14.7K- 16.45% |
$775K - $863K
|
74.7K
$4.45M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-15K- 25.4% |
$793K - $882K
|
44.2K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.4K- 42.89% |
$918K - $1.02M
|
23.2K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17.6K- 61.49% |
$925K - $1.03M
|
11K
$654K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.9K- 22.53% |
$1.05M - $1.17M
|
68.6K
$4.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.9K- 5.51% |
$1.1M - $1.23M
|
359K
$21.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-22.3K- 11.16% |
$1.18M - $1.31M
|
178K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.6K- 6.14% |
$1.19M - $1.33M
|
345K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.6K- 11.96% |
$1.19M - $1.33M
|
166K
$9.91M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.5K- 12.1% |
$1.29M - $1.44M
|
178K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-25.4K- 46.03% |
$1.34M - $1.49M
|
29.8K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26K- 59.63% |
$1.37M - $1.53M
|
17.6K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.6K- 6.2% |
$1.4M - $1.56M
|
403K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.4K- 41.63% |
$1.44M - $1.61M
|
38.4K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-27.9K- 27.04% |
$1.47M - $1.64M
|
75.2K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.2K- 2.49% |
$1.54M - $1.71M
|
1.14M
$67.9M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-34.7K- 60.8% |
$1.83M - $2.03M
|
22.4K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-37.1K- 72.09% |
$1.95M - $2.17M
|
14.4K
$854K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-38.6K- 89.77% |
$2.04M - $2.27M
|
4.4K
$262K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45.1K- 68.17% |
$2.38M - $2.64M
|
21K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.2K- 8.94% |
$2.49M - $2.77M
|
481K
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-49.6K- 23.78% |
$2.62M - $2.91M
|
159K
$9.47M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50K- 2.18% |
$2.64M - $2.93M
|
2.25M
$134M
|