Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
630+ 1.76% |
$30K - $39.2K
|
36.4K
$2.31M
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
618+ 3.76% |
$29.4K - $38.4K
|
17.1K
$1.08M
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
600New |
$28.6K - $37.3K
|
600
$38K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
593+ 9.29% |
$28.3K - $36.9K
|
6.97K
$441K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
577New |
$27.5K - $35.9K
|
577
$36.5K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
577+ 6.15% |
$27.5K - $35.9K
|
9.97K
$630K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
545+ 4.22% |
$26K - $33.9K
|
13.5K
$852K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
544+ 5.1% |
$25.9K - $33.8K
|
11.2K
$709K
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
529+ 1.68% |
$25.2K - $32.9K
|
32K
$2.02M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
499+ 0.33% |
$23.8K - $31K
|
150K
$9.48M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
473+ 0.55% |
$22.5K - $29.4K
|
86.6K
$5.48M
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
463+ 1.31% |
$22.1K - $28.8K
|
35.8K
$2.27M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
452+ 0.37% |
$21.5K - $28.1K
|
122K
$7.7M
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
387+ 5.16% |
$18.4K - $24.1K
|
7.88K
$499K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
386+ 0.76% |
$18.4K - $24K
|
51.2K
$3.24M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
381+ 8.44% |
$18.2K - $23.7K
|
4.9K
$310K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
335+ 5.6% |
$16K - $20.8K
|
6.32K
$400K
|
|
Jul 07, 2022
Q2 2022
|
Spence Asset Management
|
BUY
|
- |
302+ 0.97% |
$14.4K - $18.8K
|
31.3K
$1.98M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
300+ 4.13% |
$14.3K - $18.7K
|
7.57K
$479K
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
288+ 1.87% |
$13.7K - $17.9K
|
15.7K
$991K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
246+ 0.56% |
$11.7K - $15.3K
|
44K
$2.78M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
241+ 12.82% |
$11.5K - $15K
|
2.12K
$134K
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
238+ 3.08% |
$11.3K - $14.8K
|
7.96K
$504K
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
229+ 0.37% |
$10.9K - $14.2K
|
61.6K
$3.9M
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
220+ 5.15% |
$10.5K - $13.7K
|
4.5K
$284K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
214+ 0.48% |
$10.2K - $13.3K
|
44.8K
$2.84M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
200+ 12.87% |
$9.53K - $12.4K
|
1.75K
$111K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200+ 2.48% |
$9.53K - $12.4K
|
8.25K
$522K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
200+ 4.69% |
$9.53K - $12.4K
|
4.46K
$282K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
193+ 44.47% |
$9.2K - $12K
|
627
$39.7K
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
192+ 4.71% |
$9.15K - $11.9K
|
4.27K
$270K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
150New |
$7.15K - $9.33K
|
150
$9.49K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
144+ 6.8% |
$6.86K - $8.96K
|
2.26K
$143K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
135New |
$6.43K - $8.4K
|
135
$8.54K
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
120+ 86.96% |
$5.72K - $7.46K
|
258
$16.3K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
120New |
$5.72K - $7.46K
|
120
$7.59K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
115+ 0.13% |
$5.48K - $7.15K
|
86.3K
$5.46M
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
114+ 2.02% |
$5.43K - $7.09K
|
5.76K
$364K
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
100+ 0.75% |
$4.77K - $6.22K
|
13.4K
$845K
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
94+ 0.67% |
$4.48K - $5.85K
|
14.1K
$892K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90New |
$4.29K - $5.6K
|
90
$5.69K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84+ 0.08% |
$4K - $5.22K
|
108K
$6.81M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
82+ 0.26% |
$3.91K - $5.1K
|
31.5K
$2M
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
82+ 13.8% |
$3.91K - $5.1K
|
676
$42.8K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
76+ 1.03% |
$3.62K - $4.73K
|
7.46K
$472K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
75New |
$3.57K - $4.67K
|
75
$4.74K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
65New |
$3.1K - $4.04K
|
65
$4.11K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$3.1K - $4.04K
|
65
$4.11K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 1.37% |
$2.81K - $3.67K
|
4.38K
$277K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
47New |
$2.24K - $2.92K
|
47
$2.97K
|