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
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-585- 2.72% |
$27.9K - $36.4K
|
20.9K
$1.32M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-591- 1.7% |
$28.2K - $36.8K
|
34.2K
$2.16M
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-594- 9.87% |
$28.3K - $36.9K
|
5.42K
$343K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-600- 33.33% |
$28.6K - $37.3K
|
1.2K
$75.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-600Closed |
$28.6K - $37.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-610- 7.85% |
$29.1K - $37.9K
|
7.16K
$453K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-610- 2.59% |
$29.1K - $37.9K
|
23K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-620- 13.29% |
$29.5K - $38.6K
|
4.05K
$256K
|
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-630- 0.67% |
$30K - $39.2K
|
93.2K
$5.89M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-634- 13.42% |
$30.2K - $39.4K
|
4.09K
$259K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-668- 4.96% |
$31.8K - $41.5K
|
12.8K
$810K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-681- 5.89% |
$32.4K - $42.4K
|
10.9K
$688K
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-691- 3.97% |
$32.9K - $43K
|
16.7K
$1.06M
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-695- 4.57% |
$33.1K - $43.2K
|
14.5K
$917K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-695- 3.69% |
$33.1K - $43.2K
|
18.1K
$1.15M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-696- 33.33% |
$33.2K - $43.3K
|
1.39K
$88K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-709- 8.66% |
$33.8K - $44.1K
|
7.48K
$473K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-722- 5.72% |
$34.4K - $44.9K
|
11.9K
$752K
|
|
|
Jul 12, 2022
Q2 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-733- 6.35% |
$34.9K - $45.6K
|
10.8K
$684K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-768Closed |
$36.6K - $47.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-799- 0.81% |
$38.1K - $49.7K
|
97.2K
$6.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-812- 3.96% |
$38.7K - $50.5K
|
19.7K
$1.25M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-888- 2.51% |
$42.3K - $55.2K
|
34.5K
$2.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-909- 15.25% |
$43.3K - $56.5K
|
5.05K
$319K
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-920- 2.48% |
$43.8K - $57.2K
|
36.2K
$2.29M
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-941Closed |
$44.8K - $58.5K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-969- 14.46% |
$46.2K - $60.3K
|
5.73K
$362K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-979- 4.17% |
$46.6K - $60.9K
|
22.5K
$1.42M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1K- 4.74% |
$47.8K - $62.4K
|
20.2K
$1.28M
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 20.28% |
$49K - $64K
|
4.05K
$256K
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.04K- 0.67% |
$49.3K - $64.4K
|
154K
$9.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.11K- 19.5% |
$52.7K - $68.7K
|
4.56K
$288K
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.12K- 4.66% |
$53.4K - $69.7K
|
22.9K
$1.45M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.16K- 8.25% |
$55.3K - $72.2K
|
12.9K
$817K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.2K- 10.31% |
$57K - $74.4K
|
10.4K
$658K
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1.21K- 0.53% |
$57.7K - $75.3K
|
225K
$14.3M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.23K- 11.77% |
$58.6K - $76.5K
|
9.22K
$583K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.27K- 16.27% |
$60.4K - $78.8K
|
6.52K
$412K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.29K- 27.03% |
$61.5K - $80.2K
|
3.48K
$220K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.29K- 19.08% |
$61.6K - $80.4K
|
5.48K
$347K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.33K- 2.87% |
$63.2K - $82.5K
|
44.9K
$2.84M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.33KClosed |
$63.3K - $82.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.34K- 25.19% |
$63.9K - $83.5K
|
3.99K
$252K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.4K- 1.93% |
$66.9K - $87.3K
|
71.3K
$4.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.45K- 18.46% |
$68.9K - $90K
|
6.39K
$404K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.51K- 3.03% |
$72.1K - $94.2K
|
48.5K
$3.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 26.63% |
$73.9K - $96.4K
|
4.27K
$270K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.56K- 1.27% |
$74.3K - $97K
|
121K
$7.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.57K- 3.8% |
$74.8K - $97.7K
|
39.8K
$2.52M
|
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.57K- 12.92% |
$74.9K - $97.8K
|
10.6K
$670K
|