Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
245K+ 9.45% |
$12.9M - $14M
|
2.83M
$167M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
158KNew |
$8.32M - $9.03M
|
158K
$9.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
156KNew |
$8.21M - $8.91M
|
156K
$9.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
146K+ 2132.9% |
$7.71M - $8.37M
|
153K
$9.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
122KNew |
$6.44M - $6.99M
|
122K
$7.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
114K+ 20.13% |
$5.98M - $6.49M
|
678K
$40.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
104KNew |
$5.49M - $5.96M
|
104K
$6.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
100K+ 1126.7% |
$5.28M - $5.73M
|
109K
$6.46M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
97.3K+ 4.45% |
$5.13M - $5.57M
|
2.28M
$135M
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
79.9KNew |
$4.21M - $4.57M
|
79.9K
$4.72M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.8K+ 79.23% |
$4.1M - $4.45M
|
176K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
68.3KNew |
$3.6M - $3.91M
|
68.3K
$4.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
63.4K+ 19.16% |
$3.34M - $3.62M
|
394K
$23.3M
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
52.1K+ 638.26% |
$2.74M - $2.98M
|
60.2K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.9K+ 63.62% |
$2.52M - $2.74M
|
123K
$7.29M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
42.3K+ 26.97% |
$2.23M - $2.42M
|
199K
$11.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
41.4KNew |
$2.18M - $2.36M
|
41.4K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 0.88% |
$1.83M - $1.98M
|
3.99M
$236M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
33.6K+ 279.15% |
$1.77M - $1.92M
|
45.6K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.4K+ 10.73% |
$1.76M - $1.91M
|
345K
$20.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
32.3KNew |
$1.7M - $1.85M
|
32.3K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
31KNew |
$1.63M - $1.77M
|
31K
$1.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
29.2KNew |
$1.54M - $1.67M
|
29.2K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
26.3K+ 1.16% |
$1.38M - $1.5M
|
2.28M
$135M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
25.4K+ 263.41% |
$1.34M - $1.45M
|
35K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
24.2KNew |
$1.28M - $1.39M
|
24.2K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.7K+ 98.78% |
$1.15M - $1.24M
|
43.8K
$2.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
20.8K+ 0.93% |
$1.09M - $1.19M
|
2.25M
$133M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.7KNew |
$1.09M - $1.18M
|
20.7K
$1.22M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
19.8K+ 23.17% |
$1.04M - $1.13M
|
105K
$6.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
18.1K+ 7.02% |
$955K - $1.04M
|
276K
$16.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.7K+ 79.26% |
$882K - $957K
|
37.9K
$2.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.4K+ 3.59% |
$865K - $939K
|
474K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$853K - $926K
|
16.2K
$958K
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
15.7KNew |
$827K - $898K
|
15.7K
$929K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.2K+ 4.77% |
$697K - $757K
|
291K
$17.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$619K - $672K
|
11.8K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 10.74% |
$608K - $660K
|
119K
$7.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5K+ 27.72% |
$607K - $658K
|
53K
$3.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
11KNew |
$578K - $627K
|
11K
$648K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.9K+ 51.66% |
$574K - $623K
|
32K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.63KNew |
$507K - $550K
|
9.63K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
9.44KNew |
$497K - $540K
|
9.44K
$558K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
9.29K+ 111.63% |
$489K - $531K
|
17.6K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.06K+ 4.27% |
$477K - $518K
|
221K
$13.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.04K+ 36.08% |
$476K - $517K
|
34.1K
$2.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.37KNew |
$441K - $478K
|
8.37K
$495K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.37K+ 7.84% |
$441K - $478K
|
115K
$6.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.05K+ 15.93% |
$424K - $460K
|
58.5K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.77KNew |
$409K - $444K
|
7.77K
$459K
|