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 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
7.63K+ 496.16% |
$461K - $512K
|
9.17K
$546K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.6K+ 593.36% |
$459K - $510K
|
8.88K
$529K
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
7.45K+ 500.0% |
$450K - $500K
|
8.94K
$532K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.32K+ 500.0% |
$442K - $492K
|
8.78K
$523K
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
7.28K+ 423.56% |
$440K - $489K
|
9K
$536K
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.05K+ 500.0% |
$426K - $473K
|
8.46K
$503K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7.04KNew |
$425K - $473K
|
7.04K
$419K
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
7K+ 500.0% |
$423K - $470K
|
8.4K
$500K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.99K+ 500.0% |
$422K - $469K
|
8.38K
$499K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.93K+ 836.71% |
$419K - $465K
|
7.76K
$462K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.93K+ 836.71% |
$419K - $465K
|
7.76K
$462K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6.84K+ 500.07% |
$413K - $459K
|
8.21K
$489K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
6.78K+ 500.0% |
$409K - $455K
|
8.13K
$484K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.75K+ 495.52% |
$408K - $453K
|
8.11K
$483K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.74K+ 581.62% |
$407K - $453K
|
7.9K
$470K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.69K+ 512.87% |
$404K - $449K
|
8K
$476K
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6.64KNew |
$401K - $446K
|
6.64K
$395K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
6.61K+ 472.41% |
$399K - $444K
|
8.01K
$477K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.58K+ 462.01% |
$397K - $442K
|
8K
$476K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.54K+ 1817.22% |
$395K - $439K
|
6.9K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.54K+ 607.9% |
$395K - $439K
|
7.62K
$453K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
6.53K+ 505.73% |
$395K - $439K
|
7.83K
$466K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.49K+ 523.47% |
$392K - $436K
|
7.73K
$460K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.43K+ 477.7% |
$388K - $431K
|
7.77K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
6.36K+ 600.09% |
$384K - $427K
|
7.41K
$441K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.33K+ 1104.19% |
$382K - $425K
|
6.9K
$411K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
6.32K+ 742.54% |
$382K - $424K
|
7.17K
$427K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
6.31K+ 535.31% |
$381K - $423K
|
7.48K
$445K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.26K+ 617.36% |
$378K - $420K
|
7.27K
$433K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.19K+ 510.4% |
$374K - $415K
|
7.4K
$440K
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.18KNew |
$373K - $415K
|
6.18K
$368K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.16K+ 501.14% |
$372K - $414K
|
7.39K
$440K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.15K+ 392.22% |
$372K - $413K
|
7.72K
$460K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
6.13K+ 586.42% |
$371K - $412K
|
7.18K
$427K
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.13K+ 533.97% |
$370K - $412K
|
7.28K
$433K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
6.1K+ 500.08% |
$369K - $410K
|
7.32K
$436K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.08K+ 200.13% |
$367K - $408K
|
9.12K
$543K
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.05K+ 448.78% |
$366K - $407K
|
7.4K
$441K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.04K+ 96.01% |
$365K - $406K
|
12.3K
$734K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.02K+ 2197.08% |
$364K - $404K
|
6.29K
$375K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.01KNew |
$363K - $404K
|
6.01K
$358K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 395.96% |
$361K - $402K
|
7.49K
$446K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.96KNew |
$360K - $400K
|
5.96K
$355K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
5.92K+ 522.22% |
$358K - $398K
|
7.06K
$420K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
5.89K+ 134.98% |
$356K - $396K
|
10.3K
$610K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5.83K+ 473.58% |
$352K - $391K
|
7.06K
$420K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.64K+ 374.05% |
$341K - $379K
|
7.14K
$425K
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.4K+ 224.71% |
$326K - $363K
|
7.81K
$465K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.4K+ 500.0% |
$326K - $363K
|
6.48K
$386K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.4K+ 500.0% |
$326K - $363K
|
6.48K
$386K
|