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
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
549+ 92.42% |
$28.9K - $31.4K
|
1.14K
$68.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
540+ 3.02% |
$28.4K - $30.9K
|
18.4K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
530+ 0.62% |
$27.9K - $30.3K
|
85.6K
$5.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
528+ 1.02% |
$27.8K - $30.2K
|
52.4K
$3.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
519+ 38.25% |
$27.3K - $29.7K
|
1.88K
$113K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500+ 833.33% |
$26.3K - $28.6K
|
560
$33.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
487New |
$25.7K - $27.8K
|
487
$29.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
465+ 1.88% |
$24.5K - $26.6K
|
25.2K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
456+ 5.09% |
$24K - $26.1K
|
9.41K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
450New |
$23.7K - $25.7K
|
450
$27.1K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
440New |
$23.2K - $25.2K
|
440
$26.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
408New |
$21.5K - $23.3K
|
408
$24.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
403+ 0.91% |
$21.2K - $23K
|
44.6K
$2.69M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
400New |
$21.1K - $22.9K
|
400
$24.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
378+ 8.89% |
$19.9K - $21.6K
|
4.63K
$279K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
369+ 3.41% |
$19.4K - $21.1K
|
11.2K
$675K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
358+ 6.96% |
$18.9K - $20.5K
|
5.5K
$331K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
344+ 2.76% |
$18.1K - $19.7K
|
12.8K
$773K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
BUY
|
- |
330+ 0.34% |
$17.4K - $18.9K
|
96.2K
$5.79M
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
330+ 8.87% |
$17.4K - $18.9K
|
4.05K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
326+ 0.98% |
$17.2K - $18.6K
|
33.7K
$2.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
325+ 0.93% |
$17.1K - $18.6K
|
35.3K
$2.12M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
315New |
$16.6K - $18K
|
315
$19K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
303+ 3.76% |
$16K - $17.3K
|
8.37K
$504K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
300+ 7.1% |
$15.8K - $17.2K
|
4.53K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
279+ 3.06% |
$14.7K - $16K
|
9.38K
$565K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
276New |
$14.5K - $15.8K
|
276
$16.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
273+ 2.05% |
$14.4K - $15.6K
|
13.6K
$818K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
263+ 5.79% |
$13.9K - $15K
|
4.81K
$290K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
263+ 1.37% |
$13.9K - $15K
|
19.4K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
254+ 1.75% |
$13.4K - $14.5K
|
14.7K
$888K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
252+ 1.55% |
$13.3K - $14.4K
|
16.5K
$995K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
245New |
$12.9K - $14K
|
245
$14.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
220+ 1.91% |
$11.6K - $12.6K
|
11.7K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
219+ 429.41% |
$11.5K - $12.5K
|
270
$16.3K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
210New |
$11.1K - $12K
|
210
$12.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
201+ 1.03% |
$10.6K - $11.5K
|
19.8K
$1.19M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
194+ 2.46% |
$10.2K - $11.1K
|
8.07K
$486K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
182+ 1.34% |
$9.59K - $10.4K
|
13.8K
$832K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 0.85% |
$8.06K - $8.75K
|
18.1K
$1.09M
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
151+ 1.79% |
$7.95K - $8.63K
|
8.59K
$517K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
135+ 2.77% |
$7.11K - $7.72K
|
5K
$301K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
131+ 13.17% |
$6.9K - $7.49K
|
1.13K
$67.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
130+ 5.19% |
$6.85K - $7.43K
|
2.64K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
126+ 13.77% |
$6.64K - $7.2K
|
1.04K
$62.7K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
122+ 1.32% |
$6.43K - $6.97K
|
9.34K
$562K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
121New |
$6.37K - $6.92K
|
121
$7.29K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
120+ 2.27% |
$6.32K - $6.86K
|
5.41K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
105+ 40.86% |
$5.53K - $6K
|
362
$21.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
94+ 1.54% |
$4.95K - $5.37K
|
6.21K
$374K
|