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 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.22K- 6.0% |
$64K - $69.5K
|
19K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.23K- 24.17% |
$64.8K - $70.3K
|
3.86K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.23K- 2.5% |
$64.8K - $70.3K
|
48K
$2.89M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.24K- 17.36% |
$65.4K - $70.9K
|
5.91K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 2.27% |
$67.3K - $73K
|
55.1K
$3.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.29K- 13.63% |
$67.9K - $73.7K
|
8.17K
$492K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.3K- 0.92% |
$68.2K - $74K
|
140K
$8.42M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.34K- 70.86% |
$70.7K - $76.7K
|
552
$33.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.37K- 4.05% |
$72K - $78.2K
|
32.4K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.39K- 3.02% |
$73K - $79.2K
|
44.6K
$2.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.4K- 4.52% |
$73.7K - $80K
|
29.5K
$1.78M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.42K- 19.78% |
$74.6K - $81K
|
5.74K
$346K
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.49K- 6.09% |
$78.2K - $84.9K
|
22.9K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.52K- 10.21% |
$80.1K - $86.9K
|
13.4K
$805K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.52K- 44.5% |
$80.1K - $86.9K
|
1.9K
$114K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.63K- 29.34% |
$86K - $93.4K
|
3.93K
$237K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.64K- 1.33% |
$86.4K - $93.8K
|
122K
$7.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.65K- 16.22% |
$86.8K - $94.2K
|
8.51K
$512K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.68K- 9.39% |
$88.6K - $96.2K
|
16.2K
$978K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.69K- 7.43% |
$88.8K - $96.3K
|
21K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 3.14% |
$93.9K - $102K
|
54.9K
$3.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.81K- 5.0% |
$95.4K - $103K
|
34.4K
$2.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.98K- 18.81% |
$104K - $113K
|
8.55K
$515K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 6.39% |
$107K - $116K
|
29.6K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.04K- 8.44% |
$108K - $117K
|
22.2K
$1.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.04K- 3.0% |
$108K - $117K
|
66K
$3.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.16K- 0.9% |
$114K - $123K
|
238K
$14.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-2.16K- 95.58% |
$114K - $123K
|
100
$6.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.37K- 1.64% |
$125K - $136K
|
142K
$8.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.43K- 7.05% |
$128K - $139K
|
32K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.48K- 2.41% |
$130K - $141K
|
100K
$6.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-2.63K- 4.03% |
$138K - $150K
|
62.6K
$3.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.66K- 2.19% |
$140K - $152K
|
119K
$7.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.68K- 34.03% |
$141K - $153K
|
5.2K
$313K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.76K- 42.02% |
$145K - $158K
|
3.81K
$229K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.84K- 8.14% |
$150K - $163K
|
32.1K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.85K- 1.14% |
$150K - $163K
|
246K
$14.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-3K- 16.63% |
$158K - $172K
|
15K
$906K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.01K- 3.57% |
$159K - $172K
|
81.4K
$4.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.13K- 28.13% |
$165K - $179K
|
7.99K
$481K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-3.16K- 56.64% |
$166K - $181K
|
2.42K
$146K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.18K- 3.13% |
$168K - $182K
|
98.5K
$5.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.27K- 6.0% |
$172K - $187K
|
51.2K
$3.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.4K- 2.12% |
$179K - $194K
|
157K
$9.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.46K- 10.01% |
$182K - $198K
|
31.1K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.56K- 3.03% |
$187K - $203K
|
114K
$6.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.63K- 23.31% |
$191K - $208K
|
11.9K
$720K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.01K- 13.32% |
$211K - $229K
|
26.1K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.14K- 3.06% |
$218K - $236K
|
131K
$7.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.36K- 19.43% |
$230K - $249K
|
18.1K
$1.09M
|