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 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.19K+ 3.96% |
$168K - $183K
|
83.7K
$5.04M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.13K+ 21.49% |
$165K - $179K
|
17.7K
$1.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.05K+ 10.9% |
$161K - $174K
|
31K
$1.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3.03K+ 63.9% |
$160K - $173K
|
7.77K
$468K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.85K+ 7.03% |
$150K - $163K
|
43.4K
$2.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.81K+ 7.91% |
$148K - $161K
|
38.3K
$2.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.55K+ 4.12% |
$134K - $145K
|
64.3K
$3.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.43K+ 20.43% |
$128K - $139K
|
14.3K
$862K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.35K+ 61.38% |
$124K - $134K
|
6.17K
$371K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.31K+ 19.95% |
$121K - $132K
|
13.9K
$835K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.29K+ 49.91% |
$121K - $131K
|
6.89K
$415K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
2.27K+ 25.26% |
$120K - $130K
|
11.3K
$679K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.16K+ 10.4% |
$114K - $123K
|
22.9K
$1.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.08K+ 54.03% |
$109K - $119K
|
5.92K
$356K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.06K+ 39.55% |
$109K - $118K
|
7.27K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.89K+ 2.99% |
$99.6K - $108K
|
65.2K
$3.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.83KNew |
$96.4K - $105K
|
1.83K
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.82K+ 1212.67% |
$95.8K - $104K
|
1.97K
$119K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.82K+ 2.85% |
$95.7K - $104K
|
65.6K
$3.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
1.78K+ 1.39% |
$93.7K - $102K
|
129K
$7.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.7K+ 1.14% |
$89.7K - $97.4K
|
151K
$9.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.64K+ 5.93% |
$86.3K - $93.6K
|
29.3K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.64K+ 10.27% |
$86.2K - $93.5K
|
17.6K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.63K+ 14.73% |
$85.6K - $92.9K
|
12.7K
$762K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.59K+ 3.14% |
$83.6K - $90.7K
|
52.2K
$3.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
1.53K+ 6.12% |
$80.7K - $87.5K
|
26.6K
$1.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.53KNew |
$80.7K - $87.5K
|
1.53K
$92.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.5K+ 23.47% |
$79K - $85.7K
|
7.89K
$475K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.46K+ 5.36% |
$77.1K - $83.6K
|
28.8K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.44K+ 2.33% |
$75.6K - $82.1K
|
63.2K
$3.8M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.4K+ 6.44% |
$74K - $80.3K
|
23.2K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 18.95% |
$70.1K - $76.1K
|
8.35K
$503K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.1K+ 3.24% |
$57.9K - $62.9K
|
35K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.09K+ 1.7% |
$57.3K - $62.2K
|
65K
$3.91M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 4.99% |
$55.5K - $60.3K
|
22.2K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.04K+ 1.07% |
$54.9K - $59.6K
|
98.1K
$5.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
949+ 1.86% |
$50K - $54.3K
|
52.1K
$3.14M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
928+ 6.87% |
$48.9K - $53.1K
|
14.4K
$869K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
912+ 21.81% |
$48K - $52.1K
|
5.09K
$307K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
886+ 0.59% |
$46.7K - $50.7K
|
150K
$9.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
798New |
$42K - $45.6K
|
798
$48.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
769+ 2.38% |
$40.5K - $44K
|
33.1K
$1.99M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
734+ 0.84% |
$38.7K - $42K
|
88.3K
$5.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
732+ 1.13% |
$38.6K - $41.8K
|
65.8K
$3.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
655+ 8.95% |
$34.5K - $37.4K
|
7.97K
$480K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
633+ 7.43% |
$33.3K - $36.2K
|
9.15K
$551K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
620+ 15.1% |
$32.7K - $35.4K
|
4.73K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
601+ 13.08% |
$31.7K - $34.4K
|
5.2K
$313K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
572+ 3.22% |
$30.1K - $32.7K
|
18.3K
$1.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
556+ 2.64% |
$29.3K - $31.8K
|
21.6K
$1.3M
|