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 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
5.34K+ 595.21% |
$323K - $359K
|
6.24K
$371K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
5.31K+ 499.44% |
$321K - $356K
|
6.37K
$379K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
5.15K+ 512.54% |
$311K - $346K
|
6.16K
$366K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
5.08K+ 499.9% |
$307K - $341K
|
6.1K
$363K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Family Office, LLC
|
BUY
|
- |
5K+ 500.0% |
$302K - $336K
|
6K
$357K
|
|
|
Nov 10, 2021
Q3 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
5K+ 500.0% |
$302K - $336K
|
6K
$357K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.99K+ 441.68% |
$302K - $335K
|
6.12K
$364K
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.96K+ 504.68% |
$300K - $333K
|
5.94K
$354K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.95K+ 1100.0% |
$299K - $332K
|
5.4K
$321K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.92KNew |
$297K - $331K
|
4.92K
$293K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.86K+ 143.87% |
$294K - $326K
|
8.24K
$490K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.81K+ 498.76% |
$291K - $323K
|
5.78K
$344K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
4.7KNew |
$284K - $316K
|
4.7K
$280K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.67K+ 472.67% |
$282K - $314K
|
5.66K
$337K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.51K+ 560.62% |
$273K - $303K
|
5.32K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.5K+ 499.67% |
$272K - $302K
|
5.4K
$322K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$272K - $302K
|
4.5K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.47K+ 255.02% |
$270K - $300K
|
6.23K
$371K
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.46K+ 639.45% |
$269K - $299K
|
5.15K
$307K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.36K+ 487.15% |
$263K - $293K
|
5.26K
$313K
|
|
|
Nov 01, 2021
Q3 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.28K+ 500.0% |
$258K - $287K
|
5.13K
$305K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.27K+ 498.6% |
$258K - $287K
|
5.12K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.16K+ 822.77% |
$251K - $279K
|
4.66K
$277K
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
4.15K+ 524.37% |
$251K - $279K
|
4.95K
$294K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.12KNew |
$249K - $277K
|
4.12K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.1K+ 588.94% |
$248K - $275K
|
4.8K
$285K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.04K+ 500.0% |
$244K - $271K
|
4.85K
$289K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4K+ 500.0% |
$242K - $269K
|
4.8K
$286K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.97K+ 486.15% |
$240K - $266K
|
4.78K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.95K+ 308.84% |
$238K - $265K
|
5.23K
$311K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
3.94K+ 506.17% |
$238K - $264K
|
4.72K
$281K
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.9K+ 500.0% |
$236K - $262K
|
4.68K
$279K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.8K+ 500.0% |
$230K - $255K
|
4.56K
$271K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 465.6% |
$229K - $254K
|
4.6K
$274K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.74K+ 572.32% |
$226K - $251K
|
4.4K
$262K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
3.69K+ 462.08% |
$223K - $248K
|
4.49K
$267K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
3.62K+ 447.22% |
$219K - $243K
|
4.43K
$263K
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
3.58KNew |
$216K - $240K
|
3.58K
$213K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.56K+ 601.69% |
$215K - $239K
|
4.15K
$247K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.54K+ 1495.36% |
$214K - $238K
|
3.78K
$225K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.5K+ 499.71% |
$211K - $235K
|
4.2K
$250K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
3.49K+ 606.78% |
$211K - $234K
|
4.06K
$242K
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.48K+ 500.29% |
$210K - $234K
|
4.18K
$249K
|
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
BUY
|
- |
3.45K+ 500.0% |
$208K - $232K
|
4.14K
$246K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.41KNew |
$206K - $229K
|
3.41K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.4KNew |
$206K - $229K
|
3.4K
$203K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.39K+ 500.0% |
$204K - $227K
|
4.06K
$242K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.38KNew |
$204K - $227K
|
3.38K
$201K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.38KNew |
$204K - $227K
|
3.38K
$201K
|
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.37KNew |
$204K - $226K
|
3.37K
$201K
|