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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
200+ 500.0% |
$12.1K - $13.4K
|
240
$14.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
160+ 500.0% |
$9.67K - $10.7K
|
192
$11.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
151New |
$9.12K - $10.1K
|
151
$8.99K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
150+ 500.0% |
$9.06K - $10.1K
|
180
$10.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
146+ 503.45% |
$8.82K - $9.8K
|
175
$10.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
145+ 273.58% |
$8.76K - $9.74K
|
198
$11.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
138New |
$8.34K - $9.27K
|
138
$8.21K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
133New |
$8.03K - $8.93K
|
133
$7.91K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
125+ 500.0% |
$7.55K - $8.39K
|
150
$8.93K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
125+ 500.0% |
$7.55K - $8.39K
|
150
$8.93K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
125+ 500.0% |
$7.55K - $8.39K
|
150
$8.93K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
115+ 500.0% |
$6.95K - $7.72K
|
138
$8.21K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
108New |
$6.52K - $7.25K
|
108
$6.43K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
98+ 0.96% |
$5.92K - $6.58K
|
10.3K
$611K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
90+ 500.0% |
$5.44K - $6.04K
|
108
$6.43K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
75+ 500.0% |
$4.53K - $5.04K
|
90
$5.36K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
72+ 300.0% |
$4.35K - $4.83K
|
96
$5.71K
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
60+ 500.0% |
$3.62K - $4.03K
|
72
$4.28K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
50+ 500.0% |
$3.02K - $3.36K
|
60
$3.57K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
48New |
$2.9K - $3.22K
|
48
$2.86K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40+ 13.07% |
$2.42K - $2.69K
|
346
$20.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40+ 500.0% |
$2.42K - $2.69K
|
48
$2.86K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
36New |
$2.17K - $2.42K
|
36
$2.14K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35+ 0.3% |
$2.11K - $2.35K
|
11.7K
$699K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 500.0% |
$1.81K - $2.01K
|
36
$2.14K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25+ 500.0% |
$1.51K - $1.68K
|
30
$1.79K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
25+ 500.0% |
$1.51K - $1.68K
|
30
$1.79K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
22New |
$1.33K - $1.48K
|
22
$1.31K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
20+ 0.53% |
$1.21K - $1.34K
|
3.82K
$227K
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
15+ 500.0% |
$906 - $1.01K
|
18
$1.07K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15+ 500.0% |
$906 - $1.01K
|
18
$1.07K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$362 - $403
|
6
$357
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$121 - $134
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2- 0.06% |
$121 - $134
|
3.44K
$204K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4Closed |
$242 - $269
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8Closed |
$483 - $537
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-8Closed |
$483 - $537
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-11Closed |
$665 - $739
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12Closed |
$725 - $806
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-17Closed |
$1.03K - $1.14K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-23Closed |
$1.39K - $1.54K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-25Closed |
$1.51K - $1.68K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-29Closed |
$1.75K - $1.95K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-43- 6.69% |
$2.6K - $2.89K
|
600
$35.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-75Closed |
$4.53K - $5.04K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-78- 29.43% |
$4.71K - $5.24K
|
187
$11.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-95- 25.2% |
$5.74K - $6.38K
|
282
$16.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-108- 0.72% |
$6.52K - $7.25K
|
14.8K
$880K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-141Closed |
$8.52K - $9.47K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-200Closed |
$12.1K - $13.4K
|
0
$0
|