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 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.53KClosed |
$168K - $220K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.54K- 3.84% |
$168K - $220K
|
88.7K
$5.28M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.6K- 96.0% |
$172K - $224K
|
150
$8.93K
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.6KClosed |
$172K - $224K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3.66KClosed |
$174K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.68KClosed |
$175K - $229K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
SELL
|
- |
-3.69KClosed |
$176K - $229K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.69KClosed |
$176K - $229K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.7KClosed |
$176K - $230K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.7K- 4.66% |
$176K - $230K
|
75.7K
$4.5M
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-3.7KClosed |
$176K - $230K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Jvl Associates LLC
|
SELL
|
- |
-3.72KClosed |
$177K - $231K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.73K- 41.31% |
$178K - $232K
|
5.3K
$315K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.73KClosed |
$178K - $232K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.76K- 3.12% |
$179K - $234K
|
117K
$6.94M
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3.81KClosed |
$182K - $237K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.83K- 7.12% |
$182K - $238K
|
49.9K
$2.97M
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-3.85KClosed |
$183K - $239K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-3.95K- 20.22% |
$188K - $245K
|
15.6K
$926K
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.11KClosed |
$196K - $255K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.23K- 28.69% |
$201K - $263K
|
10.5K
$625K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.27KClosed |
$203K - $266K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.38KClosed |
$209K - $272K
|
0
$0
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.38K- 45.68% |
$209K - $273K
|
5.21K
$310K
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-4.4KClosed |
$209K - $273K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.44K- 21.94% |
$211K - $276K
|
15.8K
$939K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.53KClosed |
$216K - $282K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.53KClosed |
$216K - $282K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-4.69K- 1.45% |
$223K - $291K
|
319K
$19M
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-4.84KClosed |
$231K - $301K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-5KClosed |
$238K - $311K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.27KClosed |
$251K - $327K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.41K- 12.11% |
$258K - $337K
|
39.3K
$2.34M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-5.5KClosed |
$262K - $342K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-5.57K- 49.28% |
$265K - $346K
|
5.73K
$341K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.65KClosed |
$269K - $351K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-5.67K- 54.4% |
$270K - $353K
|
4.76K
$283K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.81K- 4.9% |
$277K - $361K
|
113K
$6.71M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-5.89KClosed |
$281K - $366K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.92K- 9.61% |
$282K - $368K
|
55.7K
$3.31M
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-5.93KClosed |
$283K - $369K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.01KClosed |
$286K - $374K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-6.05K- 31.35% |
$288K - $376K
|
13.3K
$789K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.1K- 30.83% |
$291K - $379K
|
13.7K
$815K
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-6.38KClosed |
$304K - $397K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.75KClosed |
$321K - $420K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.83K- 7.46% |
$326K - $425K
|
84.7K
$5.04M
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-6.94KClosed |
$331K - $432K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 6.93% |
$335K - $438K
|
94.5K
$5.62M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-7.1K- 60.18% |
$338K - $442K
|
4.7K
$280K
|