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 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-677- 1.89% |
$31.9K - $37.6K
|
35.2K
$2.08M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-682- 3.38% |
$32.1K - $37.9K
|
19.5K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-688- 6.49% |
$32.4K - $38.2K
|
9.91K
$586K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-700- 11.98% |
$32.9K - $38.9K
|
5.14K
$304K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-700- 5.39% |
$32.9K - $38.9K
|
12.3K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-707- 11.33% |
$33.3K - $39.3K
|
5.53K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-717- 12.45% |
$33.7K - $39.8K
|
5.04K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-722- 9.66% |
$34K - $40.1K
|
6.75K
$399K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-738- 0.6% |
$34.7K - $41K
|
122K
$7.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-740- 5.46% |
$34.8K - $41.1K
|
12.8K
$757K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
SELL
|
- |
-741- 7.14% |
$34.9K - $41.2K
|
9.64K
$570K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-749- 0.61% |
$35.3K - $41.6K
|
122K
$7.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-750- 12.27% |
$35.3K - $41.7K
|
5.36K
$317K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-786- 8.06% |
$37K - $43.7K
|
8.97K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-850- 5.62% |
$40K - $47.2K
|
14.3K
$844K
|
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-900- 11.65% |
$42.4K - $50K
|
6.83K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-900- 41.1% |
$42.4K - $50K
|
1.29K
$76.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-914- 3.94% |
$43K - $50.8K
|
22.3K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Palladiem, LLC
|
SELL
|
- |
-925- 2.21% |
$43.5K - $51.4K
|
40.8K
$2.42M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-932- 2.37% |
$43.9K - $51.8K
|
38.3K
$2.27M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-954- 2.45% |
$44.9K - $53K
|
37.9K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-990- 9.86% |
$46.6K - $55K
|
9.05K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.01K- 6.73% |
$47.3K - $55.8K
|
13.9K
$823K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.03K- 2.11% |
$48.2K - $56.9K
|
47.4K
$2.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.04K- 7.82% |
$48.8K - $57.6K
|
12.2K
$723K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.04K- 16.89% |
$49.1K - $57.9K
|
5.13K
$304K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.08K- 0.85% |
$50.7K - $59.8K
|
126K
$7.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-1.11K- 3.6% |
$52.3K - $61.8K
|
29.8K
$1.76M
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.15K- 10.63% |
$54.1K - $63.9K
|
9.67K
$572K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.23KClosed |
$57.9K - $68.3K
|
0
$0
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.28K- 12.88% |
$60.1K - $70.9K
|
8.63K
$510K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.32K- 23.03% |
$62.1K - $73.3K
|
4.41K
$261K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.32K- 2.46% |
$62.1K - $73.3K
|
52.4K
$3.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34K- 5.64% |
$63.1K - $74.5K
|
22.4K
$1.33M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 11.36% |
$63.6K - $75.1K
|
10.5K
$624K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.37K- 8.01% |
$64.4K - $76K
|
15.7K
$929K
|
|
|
Oct 19, 2022
Q3 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.38K- 1.48% |
$65K - $76.7K
|
91.8K
$5.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.39K- 4.05% |
$65.6K - $77.5K
|
33.1K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.44K- 2.35% |
$67.6K - $79.8K
|
59.6K
$3.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.53K- 6.67% |
$72K - $85K
|
21.4K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.54K- 78.22% |
$72.5K - $85.6K
|
429
$25.4K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.57K- 17.15% |
$73.9K - $87.2K
|
7.58K
$449K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.58K- 12.37% |
$74.6K - $88K
|
11.2K
$664K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.6K- 4.41% |
$75.2K - $88.7K
|
34.6K
$2.05M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.69K- 23.66% |
$79.5K - $93.8K
|
5.45K
$322K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.7K- 24.69% |
$80K - $94.4K
|
5.18K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.72K- 75.7% |
$81.1K - $95.7K
|
553
$32.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.76K- 6.41% |
$82.8K - $97.8K
|
25.7K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.78K- 9.61% |
$83.8K - $99K
|
16.7K
$990K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 22.85% |
$84.8K - $100K
|
6.08K
$360K
|