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 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-320- 8.16% |
$16.9K - $18.3K
|
3.6K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-323- 3.4% |
$17K - $18.5K
|
9.18K
$553K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-347- 0.95% |
$18.3K - $19.8K
|
36.4K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-348- 7.86% |
$18.3K - $19.9K
|
4.08K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-349- 1.76% |
$18.4K - $20K
|
19.4K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-380- 2.49% |
$20K - $21.7K
|
14.9K
$897K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-393- 0.74% |
$20.7K - $22.5K
|
52.6K
$3.17M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-393- 0.74% |
$20.7K - $22.5K
|
52.6K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-398- 2.13% |
$21K - $22.8K
|
18.3K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-424- 4.65% |
$22.3K - $24.2K
|
8.69K
$523K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-441- 5.01% |
$23.2K - $25.2K
|
8.35K
$503K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-494- 9.53% |
$26K - $28.2K
|
4.69K
$282K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-495- 2.76% |
$26.1K - $28.3K
|
17.5K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-531- 5.5% |
$28K - $30.4K
|
9.12K
$549K
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-534- 2.96% |
$28.1K - $30.5K
|
17.5K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-543- 6.71% |
$28.6K - $31K
|
7.55K
$454K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-544- 2.9% |
$28.7K - $31.1K
|
18.2K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-569- 1.84% |
$30K - $32.5K
|
30.3K
$1.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-574- 9.81% |
$30.2K - $32.8K
|
5.28K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-582- 8.17% |
$30.7K - $33.3K
|
6.54K
$394K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-589- 2.75% |
$31K - $33.7K
|
20.8K
$1.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-590- 9.17% |
$31.1K - $33.7K
|
5.85K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-599- 50.29% |
$31.6K - $34.2K
|
592
$35.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 1.16% |
$31.6K - $34.3K
|
51.3K
$3.09M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-600- 10.89% |
$31.6K - $34.3K
|
4.91K
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-616- 5.57% |
$32.5K - $35.2K
|
10.4K
$629K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-617- 11.93% |
$32.5K - $35.3K
|
4.55K
$274K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-622- 13.18% |
$32.8K - $35.6K
|
4.1K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-623- 13.98% |
$32.8K - $35.6K
|
3.83K
$231K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-629- 5.02% |
$33.1K - $36K
|
11.9K
$716K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-678- 5.43% |
$35.7K - $38.8K
|
11.8K
$712K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-704- 4.32% |
$37.1K - $40.2K
|
15.6K
$939K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-728- 11.26% |
$38.4K - $41.6K
|
5.74K
$345K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-747- 10.37% |
$39.4K - $42.7K
|
6.46K
$389K
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-750- 5.8% |
$39.5K - $42.9K
|
12.2K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-765- 0.55% |
$40.3K - $43.7K
|
137K
$8.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-857- 3.42% |
$45.1K - $49K
|
24.2K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-863- 13.63% |
$45.5K - $49.3K
|
5.47K
$329K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-904- 8.43% |
$47.6K - $51.7K
|
9.82K
$591K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-907- 13.9% |
$47.8K - $51.9K
|
5.62K
$338K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-935- 5.39% |
$49.3K - $53.5K
|
16.4K
$989K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-942- 4.86% |
$49.6K - $53.9K
|
18.4K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-972- 2.57% |
$51.2K - $55.6K
|
36.8K
$2.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-986- 11.63% |
$51.9K - $56.4K
|
7.49K
$451K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-998- 20.13% |
$52.6K - $57.1K
|
3.96K
$239K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 37.09% |
$55.7K - $60.4K
|
1.79K
$108K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.09K- 4.09% |
$57.4K - $62.3K
|
25.6K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 7.05% |
$57.4K - $62.3K
|
14.4K
$866K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.18K- 4.57% |
$62.1K - $67.3K
|
24.6K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.2K- 2.87% |
$63.2K - $68.6K
|
40.6K
$2.45M
|