Purchases and Sales Made in Q3 2022 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 2022. 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, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.44K+ 4.7% |
$256K - $302K
|
121K
$7.17M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.34KNew |
$251K - $297K
|
5.34K
$316K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.2K+ 6.55% |
$245K - $289K
|
84.6K
$5M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.11K+ 32.33% |
$241K - $284K
|
20.9K
$1.24M
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
5K+ 5.77% |
$235K - $278K
|
91.7K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.87KNew |
$229K - $270K
|
4.87K
$288K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4.84K+ 1.92% |
$228K - $269K
|
257K
$15.2M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.38KNew |
$206K - $243K
|
4.38K
$259K
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
4.28KNew |
$202K - $238K
|
4.28K
$253K
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.27KNew |
$201K - $237K
|
4.27K
$253K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4.05K+ 9.09% |
$190K - $225K
|
48.6K
$2.87M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.97K+ 76.2% |
$187K - $221K
|
9.18K
$543K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.31K+ 0.22% |
$156K - $184K
|
1.49M
$88.4M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.21K+ 10.57% |
$151K - $179K
|
33.6K
$1.99M
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.11K+ 4.09% |
$147K - $173K
|
79.3K
$4.69M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.99K+ 3.94% |
$141K - $166K
|
78.8K
$4.66M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.92K+ 48.83% |
$137K - $162K
|
8.89K
$526K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 7.87% |
$135K - $159K
|
39.3K
$2.33M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.77K+ 19.64% |
$130K - $154K
|
16.9K
$998K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 28.56% |
$129K - $153K
|
12.4K
$731K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.7K+ 50.0% |
$127K - $150K
|
8.1K
$479K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.62K+ 3.49% |
$123K - $146K
|
77.7K
$4.6M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.5K+ 5319.15% |
$118K - $139K
|
2.55K
$151K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.48K+ 2.25% |
$117K - $138K
|
112K
$6.65M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.48K+ 3.68% |
$116K - $138K
|
69.7K
$4.12M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.35K+ 8.06% |
$111K - $131K
|
31.6K
$1.87M
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.28K+ 108.33% |
$107K - $127K
|
4.38K
$259K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 8.08% |
$100K - $118K
|
28.4K
$1.68M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.11K+ 1.81% |
$99.5K - $117K
|
119K
$7.02M
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.02K+ 21.47% |
$94.9K - $112K
|
11.4K
$675K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.91K+ 1.87% |
$89.7K - $106K
|
104K
$6.12M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.83K+ 3.22% |
$86K - $102K
|
58.5K
$3.46M
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.66K+ 21.98% |
$78.3K - $92.5K
|
9.23K
$546K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.57K+ 6.68% |
$73.8K - $87.1K
|
25K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.47K+ 1.07% |
$69.1K - $81.6K
|
139K
$8.21M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.42K+ 0.88% |
$66.7K - $78.7K
|
162K
$9.58M
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.4K+ 2.26% |
$66.1K - $78K
|
63.6K
$3.76M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.38K+ 11.98% |
$64.8K - $76.5K
|
12.9K
$761K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.36K+ 6.45% |
$64K - $75.5K
|
22.4K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.33K+ 2.94% |
$62.5K - $73.8K
|
46.5K
$2.75M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.26K+ 1.23% |
$59.4K - $70.2K
|
104K
$6.16M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.22K+ 111.52% |
$57.4K - $67.8K
|
2.31K
$137K
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
1.21K+ 1.86% |
$56.8K - $67K
|
65.9K
$3.9M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.2K+ 54.48% |
$56.6K - $66.8K
|
3.41K
$202K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.11K+ 1233.33% |
$52.2K - $61.7K
|
1.2K
$71K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 0.45% |
$50.4K - $59.4K
|
238K
$14.1M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.06K+ 12.89% |
$50.1K - $59.1K
|
9.32K
$551K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.06K+ 0.48% |
$49.8K - $58.7K
|
221K
$13.1M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
998+ 12.65% |
$47K - $55.4K
|
8.89K
$526K
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
994+ 10.13% |
$46.8K - $55.2K
|
10.8K
$639K
|