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 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
12.7K+ 598.25% |
$766K - $852K
|
14.8K
$881K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 928.27% |
$764K - $849K
|
14K
$833K
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
12.5K+ 516.6% |
$754K - $838K
|
14.9K
$886K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12.3K+ 495.61% |
$744K - $827K
|
14.8K
$880K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12K+ 525.36% |
$727K - $808K
|
14.3K
$853K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
11.9K+ 556.75% |
$718K - $798K
|
14K
$834K
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.8KNew |
$712K - $792K
|
11.8K
$702K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
11.4K+ 489.84% |
$690K - $767K
|
13.8K
$819K
|
|
|
Nov 09, 2021
Q3 2021
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
11.3K+ 447.72% |
$683K - $759K
|
13.8K
$823K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11K+ 500.18% |
$665K - $739K
|
13.2K
$786K
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
10.8KNew |
$653K - $726K
|
10.8K
$643K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$652K - $725K
|
10.8K
$642K
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
10.7KNew |
$647K - $720K
|
10.7K
$638K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10.7K+ 447.2% |
$646K - $718K
|
13.1K
$779K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
10.6K+ 500.0% |
$640K - $711K
|
12.7K
$757K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
10.5K+ 603.97% |
$634K - $704K
|
12.2K
$728K
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10.5K+ 576.94% |
$632K - $702K
|
12.3K
$730K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.5K+ 503.56% |
$632K - $702K
|
12.5K
$746K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
10.3K+ 479.68% |
$622K - $691K
|
12.4K
$740K
|
|
|
Nov 12, 2021
Q3 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.3K+ 625.91% |
$620K - $689K
|
11.9K
$708K
|
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
10.3K+ 500.0% |
$619K - $688K
|
12.3K
$732K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.2K+ 497.62% |
$618K - $687K
|
12.3K
$732K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.1K+ 548.62% |
$613K - $681K
|
12K
$714K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
10KNew |
$606K - $674K
|
10K
$597K
|
|
|
Oct 20, 2021
Q3 2021
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
9.93K+ 515.25% |
$600K - $667K
|
11.9K
$706K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.92KNew |
$599K - $666K
|
9.92K
$590K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
9.9K+ 501.21% |
$598K - $665K
|
11.9K
$707K
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
9.9K+ 125.33% |
$598K - $665K
|
17.8K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.87K+ 681.89% |
$596K - $663K
|
11.3K
$673K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.72K+ 524.49% |
$587K - $653K
|
11.6K
$689K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.7KNew |
$586K - $651K
|
9.7K
$577K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
9.44K+ 458.52% |
$570K - $634K
|
11.5K
$684K
|
|
|
Nov 12, 2021
Q3 2021
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
9.43K+ 484.58% |
$570K - $633K
|
11.4K
$677K
|
|
|
Nov 15, 2021
Q3 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9.34K+ 748.08% |
$564K - $627K
|
10.6K
$630K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.15K+ 568.07% |
$553K - $614K
|
10.8K
$640K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
9.12K+ 518.11% |
$551K - $613K
|
10.9K
$648K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.08K+ 502.49% |
$548K - $609K
|
10.9K
$648K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
9.03K+ 512.32% |
$545K - $606K
|
10.8K
$642K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.99K+ 56.11% |
$543K - $603K
|
25K
$1.49M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
8.85K+ 500.0% |
$534K - $594K
|
10.6K
$632K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
8.79K+ 610.2% |
$531K - $590K
|
10.2K
$609K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8.42K+ 487.83% |
$509K - $565K
|
10.1K
$604K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.15K+ 500.98% |
$492K - $547K
|
9.78K
$582K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
8.15K+ 539.38% |
$492K - $547K
|
9.66K
$575K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8.15K+ 500.37% |
$492K - $547K
|
9.77K
$582K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
8.08K+ 424.13% |
$488K - $543K
|
9.99K
$595K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.01K+ 1019.34% |
$484K - $538K
|
8.8K
$524K
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
7.94K+ 532.55% |
$479K - $533K
|
9.43K
$561K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
7.74K+ 674.22% |
$468K - $520K
|
8.89K
$529K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.72KNew |
$466K - $519K
|
7.72K
$460K
|