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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-75- 0.11% |
$3.53K - $4.17K
|
69K
$4.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-84- 14.87% |
$3.95K - $4.67K
|
481
$29.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-84- 0.75% |
$3.95K - $4.67K
|
11.1K
$677K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-90- 23.81% |
$4.24K - $5K
|
288
$17.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-94- 0.73% |
$4.42K - $5.22K
|
12.8K
$781K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-99- 1.57% |
$4.66K - $5.5K
|
6.22K
$379K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-120- 1.84% |
$5.65K - $6.67K
|
6.4K
$390K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-126- 2.49% |
$5.93K - $7K
|
4.93K
$300K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-130- 1.02% |
$6.12K - $7.22K
|
12.6K
$769K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-144- 6.37% |
$6.78K - $8K
|
2.12K
$129K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-150- 1.74% |
$7.06K - $8.33K
|
8.48K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-168- 9.33% |
$7.91K - $9.33K
|
1.63K
$99.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-180- 4.36% |
$8.47K - $10K
|
3.95K
$241K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-186- 7.58% |
$8.76K - $10.3K
|
2.27K
$138K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-193- 24.34% |
$9.08K - $10.7K
|
600
$36.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-200- 11.4% |
$9.41K - $11.1K
|
1.55K
$94.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-200- 4.48% |
$9.41K - $11.1K
|
4.26K
$260K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-202- 4.3% |
$9.51K - $11.2K
|
4.5K
$274K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-216- 0.73% |
$10.2K - $12K
|
29.4K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-264- 2.5% |
$12.4K - $14.7K
|
10.3K
$628K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-276- 0.13% |
$13K - $15.3K
|
213K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-276- 1.9% |
$13K - $15.3K
|
14.3K
$870K
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-285- 1.97% |
$13.4K - $15.8K
|
14.2K
$866K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-294- 25.93% |
$13.8K - $16.3K
|
840
$51.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-297- 4.52% |
$14K - $16.5K
|
6.27K
$382K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-299- 2.44% |
$14.1K - $16.6K
|
11.9K
$727K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-312- 15.98% |
$14.7K - $17.3K
|
1.64K
$99.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-312- 15.98% |
$14.7K - $17.3K
|
1.64K
$99.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-325- 3.12% |
$15.3K - $18.1K
|
10.1K
$615K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-335- 4.73% |
$15.8K - $18.6K
|
6.75K
$411K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-346- 0.28% |
$16.3K - $19.2K
|
121K
$7.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-360- 2.71% |
$16.9K - $20K
|
12.9K
$787K
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-382- 2.28% |
$18K - $21.2K
|
16.3K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-383- 0.87% |
$18K - $21.3K
|
43.6K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-392- 2.92% |
$18.5K - $21.8K
|
13.1K
$794K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-393- 2.92% |
$18.5K - $21.8K
|
13.1K
$794K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-396- 1.19% |
$18.6K - $22K
|
32.8K
$2M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-414- 3.35% |
$19.5K - $23K
|
11.9K
$727K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-448- 4.5% |
$21.1K - $24.9K
|
9.51K
$579K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-448- 4.5% |
$21.1K - $24.9K
|
9.51K
$579K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-467- 0.54% |
$22K - $25.9K
|
85.9K
$5.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-479- 0.46% |
$22.5K - $26.6K
|
104K
$6.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-485- 2.44% |
$22.8K - $26.9K
|
19.4K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-588- 2.85% |
$27.7K - $32.7K
|
20K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-599- 8.17% |
$28.2K - $33.3K
|
6.73K
$410K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-600- 5.71% |
$28.2K - $33.3K
|
9.91K
$603K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-620- 21.89% |
$29.2K - $34.4K
|
2.21K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-626- 4.92% |
$29.5K - $34.8K
|
12.1K
$736K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-631- 0.77% |
$29.7K - $35.1K
|
81.1K
$4.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-633- 0.55% |
$29.8K - $35.2K
|
115K
$6.98M
|