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 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
3.36KNew |
$203K - $225K
|
3.36K
$200K
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
3.33K+ 469.82% |
$201K - $224K
|
4.04K
$240K
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.26K+ 500.0% |
$197K - $219K
|
3.91K
$233K
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 454.62% |
$196K - $218K
|
3.96K
$236K
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.21K+ 500.0% |
$194K - $215K
|
3.85K
$229K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.2K+ 485.71% |
$193K - $215K
|
3.85K
$229K
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
3.19KNew |
$193K - $214K
|
3.19K
$190K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.19KNew |
$192K - $214K
|
3.19K
$190K
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
3.18K+ 476.16% |
$192K - $213K
|
3.84K
$229K
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
3.18K+ 496.25% |
$192K - $213K
|
3.82K
$227K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 500.0% |
$192K - $213K
|
3.81K
$227K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
3.14K+ 500.0% |
$190K - $211K
|
3.77K
$224K
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.14K+ 480.25% |
$189K - $211K
|
3.79K
$225K
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.07K+ 112.85% |
$185K - $206K
|
5.78K
$344K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.06K+ 500.49% |
$185K - $206K
|
3.68K
$219K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.06K+ 500.49% |
$185K - $206K
|
3.68K
$219K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.95K+ 500.0% |
$178K - $198K
|
3.53K
$210K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.91K+ 261.69% |
$176K - $195K
|
4.02K
$239K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.88K+ 440.15% |
$174K - $194K
|
3.54K
$211K
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
2.75K+ 500.0% |
$166K - $185K
|
3.3K
$196K
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.7K+ 457.63% |
$163K - $181K
|
3.29K
$196K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.67K+ 556.67% |
$161K - $179K
|
3.15K
$188K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.64K+ 500.0% |
$159K - $177K
|
3.16K
$188K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.63K+ 10500.0% |
$159K - $176K
|
2.65K
$158K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.6KNew |
$157K - $174K
|
2.6K
$155K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.59K+ 422.48% |
$157K - $174K
|
3.21K
$191K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.53K+ 356.64% |
$153K - $170K
|
3.23K
$192K
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
2.36K+ 21409.09% |
$142K - $158K
|
2.37K
$141K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
2.34K+ 479.88% |
$141K - $157K
|
2.82K
$168K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.28K+ 5.18% |
$137K - $153K
|
46.3K
$2.75M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.19K+ 185.3% |
$133K - $147K
|
3.38K
$201K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.82K+ 238.14% |
$110K - $122K
|
2.58K
$154K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.77K+ 500.0% |
$107K - $119K
|
2.12K
$126K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.7K+ 1700.0% |
$103K - $114K
|
1.8K
$107K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.51K+ 500.0% |
$90.9K - $101K
|
1.81K
$107K
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
1.39K+ 500.0% |
$83.7K - $93K
|
1.66K
$98.9K
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.36K+ 500.0% |
$81.9K - $91K
|
1.63K
$96.8K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 55.24% |
$81.2K - $90.2K
|
3.78K
$225K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.31K+ 537.45% |
$78.9K - $87.7K
|
1.55K
$92.2K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 500.38% |
$78.6K - $87.4K
|
1.56K
$92.9K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.3K+ 500.0% |
$78.2K - $87K
|
1.55K
$92.5K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
1.26K+ 15.18% |
$76.3K - $84.8K
|
9.59K
$570K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.25K+ 500.0% |
$75.5K - $83.9K
|
1.5K
$89.3K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
1.25K+ 500.0% |
$75.5K - $83.9K
|
1.5K
$89.3K
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.2K+ 500.42% |
$72.6K - $80.6K
|
1.44K
$85.8K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1.2K+ 500.0% |
$72.2K - $80.2K
|
1.43K
$85.3K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.08K+ 500.0% |
$64.9K - $72.2K
|
1.29K
$76.8K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1K+ 500.0% |
$60.4K - $67.2K
|
1.2K
$71.4K
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
940+ 500.0% |
$56.8K - $63.1K
|
1.13K
$67.1K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
864+ 445.36% |
$52.2K - $58K
|
1.06K
$63K
|