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 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.6K- 16.12% |
$76.3K - $99.6K
|
8.33K
$493K
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.61K- 17.8% |
$76.5K - $99.9K
|
7.41K
$438K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.67K- 8.18% |
$79.6K - $104K
|
18.8K
$1.11M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.74K- 28.04% |
$82.8K - $108K
|
4.46K
$264K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.75K- 1.67% |
$83.2K - $109K
|
103K
$6.1M
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.8K- 15.97% |
$85.8K - $112K
|
9.47K
$560K
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.83KClosed |
$87.2K - $114K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.91K- 13.0% |
$90.9K - $119K
|
12.8K
$755K
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-1.95K- 15.03% |
$92.9K - $121K
|
11K
$652K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2K- 8.01% |
$95.1K - $124K
|
22.9K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.06K- 1.26% |
$98K - $128K
|
161K
$9.5M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.06K- 17.96% |
$98.3K - $128K
|
9.43K
$557K
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.12K- 14.76% |
$101K - $132K
|
12.2K
$724K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 2.2% |
$101K - $132K
|
94.8K
$5.61M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.18K- 1.31% |
$104K - $135K
|
163K
$9.66M
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-2.23K- 2.42% |
$106K - $139K
|
89.8K
$5.31M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.34K- 15.33% |
$112K - $146K
|
12.9K
$765K
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.34K- 30.51% |
$112K - $146K
|
5.33K
$315K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.4K- 3.82% |
$115K - $149K
|
60.4K
$3.57M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.42K- 9.28% |
$115K - $150K
|
23.6K
$1.4M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 7.37% |
$115K - $150K
|
30.4K
$1.8M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.42KClosed |
$116K - $151K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.45K- 87.85% |
$117K - $152K
|
339
$20K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.49K- 13.37% |
$118K - $155K
|
16.1K
$952K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.51K- 20.12% |
$120K - $156K
|
9.96K
$589K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.51K- 20.12% |
$120K - $156K
|
9.96K
$589K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 16.12% |
$124K - $162K
|
13.5K
$801K
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.65K- 1.51% |
$126K - $165K
|
172K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.65K- 83.68% |
$126K - $165K
|
516
$30.5K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.67K- 2.06% |
$127K - $166K
|
127K
$7.52M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.92K- 32.81% |
$139K - $181K
|
5.97K
$353K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.97K- 52.01% |
$142K - $185K
|
2.74K
$162K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.99K- 15.89% |
$142K - $186K
|
15.8K
$935K
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.06K- 11.52% |
$146K - $190K
|
23.5K
$1.39M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.07K- 7.98% |
$146K - $191K
|
35.4K
$2.09M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.1K- 23.82% |
$148K - $193K
|
9.91K
$586K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.2K- 31.75% |
$153K - $199K
|
6.88K
$407K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.28KClosed |
$156K - $204K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.29KClosed |
$157K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-3.3K- 32.12% |
$157K - $205K
|
6.97K
$412K
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.35KClosed |
$160K - $208K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-3.36K- 33.63% |
$160K - $209K
|
6.63K
$392K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.37KClosed |
$161K - $210K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.39K- 20.0% |
$161K - $211K
|
13.5K
$801K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.4KClosed |
$162K - $212K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3.44KClosed |
$164K - $214K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.45KClosed |
$164K - $214K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.53KClosed |
$168K - $219K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.53KClosed |
$168K - $219K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.53KClosed |
$168K - $220K
|
0
$0
|