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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
931+ 0.67% |
$43.8K - $51.7K
|
140K
$8.3M
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
889+ 5.87% |
$41.8K - $49.4K
|
16K
$948K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
864New |
$40.7K - $48K
|
864
$51.1K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
858+ 1.38% |
$40.4K - $47.7K
|
63K
$3.73M
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
748+ 1.88% |
$35.2K - $41.6K
|
40.5K
$2.39M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
737+ 3.74% |
$34.7K - $40.9K
|
20.4K
$1.21M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
724New |
$34.1K - $40.2K
|
724
$42.8K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
716+ 1.34% |
$33.7K - $39.8K
|
54.3K
$3.21M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
713+ 9.41% |
$33.6K - $39.6K
|
8.29K
$490K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
655+ 7.22% |
$30.8K - $36.4K
|
9.73K
$575K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
652+ 3.12% |
$30.7K - $36.2K
|
21.6K
$1.28M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
639+ 9.98% |
$30.1K - $35.5K
|
7.04K
$417K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
607+ 1.5% |
$28.6K - $33.7K
|
41.1K
$2.43M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
603New |
$28.4K - $33.5K
|
603
$35.7K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
602+ 2.23% |
$28.3K - $33.4K
|
27.6K
$1.63M
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
563+ 1.51% |
$26.5K - $31.3K
|
37.8K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
522+ 511.76% |
$24.6K - $29K
|
624
$36.9K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
488+ 8.52% |
$23K - $27.1K
|
6.22K
$368K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
474+ 2.01% |
$22.3K - $26.3K
|
24.1K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
452+ 4.86% |
$21.3K - $25.1K
|
9.75K
$576K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
448+ 1.23% |
$21.1K - $24.9K
|
36.9K
$2.18M
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
393+ 2.02% |
$18.5K - $21.8K
|
19.8K
$1.17M
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
372New |
$17.5K - $20.7K
|
372
$22K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
366New |
$17.2K - $20.3K
|
366
$21.6K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
360+ 30.98% |
$16.9K - $20K
|
1.52K
$90K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
308+ 1.14% |
$14.5K - $17.1K
|
27.3K
$1.61M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
306+ 1.55% |
$14.4K - $17K
|
20.1K
$1.19M
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
299+ 3.95% |
$14.1K - $16.6K
|
7.86K
$465K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
280New |
$13.2K - $15.6K
|
280
$16.6K
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
266+ 0.15% |
$12.5K - $14.8K
|
172K
$10.2M
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
248New |
$11.7K - $13.8K
|
248
$14.7K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
242+ 5.53% |
$11.4K - $13.4K
|
4.62K
$273K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
237+ 0.65% |
$11.2K - $13.2K
|
36.5K
$2.16M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
211+ 2.39% |
$9.93K - $11.7K
|
9.03K
$534K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
205New |
$9.65K - $11.4K
|
205
$12.1K
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
203+ 4.76% |
$9.56K - $11.3K
|
4.47K
$264K
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
195+ 0.11% |
$9.18K - $10.8K
|
180K
$10.7M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
193+ 2.09% |
$9.08K - $10.7K
|
9.41K
$556K
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
186+ 0.56% |
$8.76K - $10.3K
|
33.5K
$1.98M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
150+ 75.76% |
$7.06K - $8.33K
|
348
$20.6K
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
136+ 1.75% |
$6.4K - $7.56K
|
7.92K
$468K
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
134+ 0.14% |
$6.31K - $7.45K
|
97.4K
$5.76M
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
132+ 2.35% |
$6.21K - $7.33K
|
5.75K
$340K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 2.8% |
$5.88K - $6.95K
|
4.58K
$271K
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
120+ 0.55% |
$5.65K - $6.67K
|
22.1K
$1.31M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
120New |
$5.65K - $6.67K
|
120
$7.1K
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
112+ 2.1% |
$5.27K - $6.22K
|
5.45K
$322K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
100+ 1.11% |
$4.71K - $5.56K
|
9.13K
$540K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
90New |
$4.24K - $5K
|
90
$5.32K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
86+ 0.7% |
$4.05K - $4.78K
|
12.4K
$734K
|