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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.52KNew |
$396K - $430K
|
7.52K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.47K+ 6.92% |
$393K - $427K
|
115K
$6.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.28K+ 35.55% |
$384K - $416K
|
27.8K
$1.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.28K+ 81.89% |
$383K - $416K
|
16.2K
$974K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.06KNew |
$372K - $404K
|
7.06K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.05K+ 6.61% |
$371K - $403K
|
114K
$6.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.86KNew |
$362K - $392K
|
6.86K
$413K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.86K+ 4.98% |
$361K - $392K
|
145K
$8.71M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
6.58KNew |
$346K - $376K
|
6.58K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.41K+ 1.41% |
$338K - $366K
|
460K
$27.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.4KNew |
$337K - $366K
|
6.4K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.25K+ 42.42% |
$329K - $357K
|
21K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.06K+ 8.52% |
$319K - $347K
|
77.2K
$4.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.04KNew |
$318K - $345K
|
6.04K
$364K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6K+ 123.56% |
$316K - $343K
|
10.9K
$654K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.94KNew |
$313K - $340K
|
5.94K
$358K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.92KNew |
$312K - $338K
|
5.92K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.81K+ 1.65% |
$306K - $332K
|
359K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.68KNew |
$299K - $324K
|
5.68K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.66K+ 47.23% |
$298K - $324K
|
17.7K
$1.06M
|
|
|
Sep 20, 2024
Q2 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
5.55KNew |
$293K - $318K
|
5.55K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.29KNew |
$279K - $302K
|
5.29K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
5.21K+ 6.82% |
$275K - $298K
|
81.6K
$4.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.16KNew |
$272K - $295K
|
5.16K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.02KNew |
$265K - $287K
|
5.02K
$302K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.97K+ 5.88% |
$262K - $284K
|
89.5K
$5.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.94K+ 31.45% |
$260K - $282K
|
20.6K
$1.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.62KNew |
$243K - $264K
|
4.62K
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.54KNew |
$239K - $259K
|
4.54K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.44KNew |
$234K - $254K
|
4.44K
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.4K+ 1.25% |
$232K - $251K
|
355K
$21.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.38K+ 2.08% |
$231K - $251K
|
215K
$13M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.17K+ 44.23% |
$220K - $239K
|
13.6K
$819K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.12K+ 3.31% |
$217K - $236K
|
129K
$7.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.12K+ 4.74% |
$217K - $236K
|
91.1K
$5.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
4.09K+ 12.13% |
$216K - $234K
|
37.8K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 58.03% |
$215K - $233K
|
11.1K
$669K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.08K+ 78.93% |
$215K - $233K
|
9.24K
$556K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.06KNew |
$214K - $232K
|
4.06K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.95KNew |
$208K - $226K
|
3.95K
$238K
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
3.92KNew |
$207K - $224K
|
3.92K
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.73K+ 8.8% |
$197K - $213K
|
46.1K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$195K - $212K
|
3.7K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.65KNew |
$192K - $209K
|
3.65K
$220K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.61KNew |
$190K - $206K
|
3.61K
$217K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.59KNew |
$189K - $205K
|
3.59K
$216K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.58KNew |
$189K - $205K
|
3.58K
$216K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.44KNew |
$181K - $196K
|
3.44K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.29K+ 360.0% |
$174K - $188K
|
4.21K
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.25K+ 6.87% |
$171K - $186K
|
50.6K
$3.05M
|