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 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-38- 1.0% |
$2K - $2.17K
|
3.77K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-40- 0.43% |
$2.11K - $2.29K
|
9.21K
$555K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-46- 0.58% |
$2.42K - $2.63K
|
7.91K
$476K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-49- 0.29% |
$2.58K - $2.8K
|
17K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-56- 1.14% |
$2.95K - $3.2K
|
4.85K
$292K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-57- 1.45% |
$3K - $3.26K
|
3.88K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-58- 8.81% |
$3.06K - $3.32K
|
600
$36.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-60- 0.09% |
$3.16K - $3.43K
|
68.9K
$4.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-60- 12.3% |
$3.16K - $3.43K
|
428
$25.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-63- 0.26% |
$3.32K - $3.6K
|
23.7K
$1.43M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-75- 78.95% |
$3.95K - $4.29K
|
20
$1.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-75- 42.86% |
$3.95K - $4.29K
|
100
$6.02K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-75- 0.63% |
$3.95K - $4.29K
|
11.8K
$710K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-80- 0.73% |
$4.21K - $4.57K
|
10.9K
$656K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-83- 0.25% |
$4.37K - $4.75K
|
33.3K
$2.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-87- 0.3% |
$4.58K - $4.97K
|
29.3K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-90- 4.64% |
$4.74K - $5.15K
|
1.85K
$111K
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-99- 0.39% |
$5.22K - $5.66K
|
25.6K
$1.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 7.86% |
$5.27K - $5.72K
|
1.17K
$70.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-102- 2.26% |
$5.37K - $5.83K
|
4.41K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-108- 19.6% |
$5.69K - $6.17K
|
443
$26.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-115- 1.08% |
$6.06K - $6.57K
|
10.5K
$632K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-129- 2.07% |
$6.8K - $7.37K
|
6.1K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-131- 5.94% |
$6.9K - $7.49K
|
2.08K
$125K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-134- 0.16% |
$7.06K - $7.66K
|
84.6K
$5.09M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-144- 1.33% |
$7.59K - $8.23K
|
10.7K
$644K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-151- 2.68% |
$7.95K - $8.63K
|
5.49K
$331K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-161- 0.53% |
$8.48K - $9.2K
|
30.1K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-170- 9.37% |
$8.96K - $9.72K
|
1.64K
$99K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-171- 1.37% |
$9.01K - $9.78K
|
12.3K
$740K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-173- 0.92% |
$9.11K - $9.89K
|
18.6K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-185- 0.2% |
$9.75K - $10.6K
|
90.7K
$5.46M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-186- 70.45% |
$9.8K - $10.6K
|
78
$4.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 1.97% |
$9.9K - $10.7K
|
9.35K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-192- 4.32% |
$10.1K - $11K
|
4.25K
$256K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-199- 2.38% |
$10.5K - $11.4K
|
8.15K
$491K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-204- 2.37% |
$10.7K - $11.7K
|
8.42K
$507K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-207- 43.95% |
$10.9K - $11.8K
|
264
$15.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-212- 1.2% |
$11.2K - $12.1K
|
17.4K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-213- 12.87% |
$11.2K - $12.2K
|
1.44K
$86.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-216- 1.83% |
$11.4K - $12.3K
|
11.6K
$698K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-216- 67.71% |
$11.4K - $12.3K
|
103
$6.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-220- 18.71% |
$11.6K - $12.6K
|
956
$57.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-220- 1.4% |
$11.6K - $12.6K
|
15.4K
$930K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-220- 26.83% |
$11.6K - $12.6K
|
600
$36.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-228- 72.15% |
$12K - $13K
|
88
$5.3K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-239- 2.96% |
$12.6K - $13.7K
|
7.83K
$472K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-288- 5.98% |
$15.2K - $16.5K
|
4.53K
$273K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-290- 1.58% |
$15.3K - $16.6K
|
18.1K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-310- 0.68% |
$16.3K - $17.7K
|
45.1K
$2.72M
|