Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
841+ 53.81% |
$50.8K - $56.5K
|
2.4K
$143K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
795+ 500.0% |
$48K - $53.4K
|
954
$56.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
781+ 464.88% |
$47.2K - $52.4K
|
949
$56.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
750+ 500.0% |
$45.3K - $50.4K
|
900
$53.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
750+ 500.0% |
$45.3K - $50.4K
|
900
$53.6K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
747+ 13.47% |
$45.1K - $50.2K
|
6.29K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
727+ 501.38% |
$43.9K - $48.8K
|
872
$51.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
696+ 500.72% |
$42K - $46.7K
|
835
$49.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
690+ 500.0% |
$41.7K - $46.3K
|
828
$49.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
690+ 884.62% |
$41.7K - $46.3K
|
768
$45.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
689+ 502.92% |
$41.6K - $46.3K
|
826
$49.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
685+ 500.0% |
$41.4K - $46K
|
822
$48.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
660+ 500.0% |
$39.9K - $44.3K
|
792
$47.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
627+ 497.62% |
$37.9K - $42.1K
|
753
$44.8K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
625+ 500.0% |
$37.8K - $42K
|
750
$44.6K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
625+ 500.0% |
$37.8K - $42K
|
750
$44.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
604New |
$36.5K - $40.6K
|
604
$35.9K
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
580+ 500.0% |
$35K - $38.9K
|
696
$41.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
563+ 1521.62% |
$34K - $37.8K
|
600
$35.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
550+ 500.0% |
$33.2K - $36.9K
|
660
$39.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
535+ 168.77% |
$32.3K - $35.9K
|
852
$50.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
526+ 500.95% |
$31.8K - $35.3K
|
631
$37.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
525+ 500.0% |
$31.7K - $35.3K
|
630
$37.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
500+ 500.0% |
$30.2K - $33.6K
|
600
$35.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500+ 500.0% |
$30.2K - $33.6K
|
600
$35.7K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
480+ 500.0% |
$29K - $32.2K
|
576
$34.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
453+ 53.29% |
$27.4K - $30.4K
|
1.3K
$77.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
433+ 481.11% |
$26.2K - $29.1K
|
523
$31.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
425+ 500.0% |
$25.7K - $28.5K
|
510
$30.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
421+ 375.89% |
$25.4K - $28.3K
|
533
$31.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
400+ 500.0% |
$24.2K - $26.9K
|
480
$28.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
380+ 500.0% |
$23K - $25.5K
|
456
$27.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
375+ 500.0% |
$22.7K - $25.2K
|
450
$26.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
355+ 500.0% |
$21.4K - $23.8K
|
426
$25.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
350+ 500.0% |
$21.1K - $23.5K
|
420
$25K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
340New |
$20.5K - $22.8K
|
340
$20.2K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
340+ 500.0% |
$20.5K - $22.8K
|
408
$24.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
310+ 500.0% |
$18.7K - $20.8K
|
372
$22.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
300+ 500.0% |
$18.1K - $20.1K
|
360
$21.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
300+ 500.0% |
$18.1K - $20.1K
|
360
$21.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
280+ 500.0% |
$16.9K - $18.8K
|
336
$20K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
260+ 500.0% |
$15.7K - $17.5K
|
312
$18.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
250+ 500.0% |
$15.1K - $16.8K
|
300
$17.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
250+ 500.0% |
$15.1K - $16.8K
|
300
$17.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
240+ 500.0% |
$14.5K - $16.1K
|
288
$17.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
234New |
$14.1K - $15.7K
|
234
$13.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
230+ 460.0% |
$13.9K - $15.4K
|
280
$16.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
215+ 500.0% |
$13K - $14.4K
|
258
$15.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
211+ 324.62% |
$12.7K - $14.2K
|
276
$16.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
200+ 500.0% |
$12.1K - $13.4K
|
240
$14.3K
|