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 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.81K- 5.71% |
$85.1K - $101K
|
29.9K
$1.77M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-1.92K- 17.38% |
$90.2K - $106K
|
9.11K
$539K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.98K- 4.97% |
$93.2K - $110K
|
37.8K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.99K- 1.84% |
$93.4K - $110K
|
106K
$6.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.07K- 15.79% |
$97.2K - $115K
|
11K
$652K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-2.14K- 0.95% |
$100K - $119K
|
223K
$13.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2.14K- 13.77% |
$101K - $119K
|
13.4K
$794K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.16K- 8.21% |
$102K - $120K
|
24.2K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.21K- 46.24% |
$104K - $123K
|
2.57K
$152K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.23K- 11.84% |
$105K - $124K
|
16.6K
$983K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.28K- 11.41% |
$108K - $127K
|
17.7K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.3K- 11.52% |
$108K - $128K
|
17.6K
$1.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.44K- 29.25% |
$115K - $135K
|
5.89K
$349K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.47K- 95.81% |
$116K - $137K
|
108
$6.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.54K- 22.31% |
$119K - $141K
|
8.84K
$523K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 14.3% |
$120K - $142K
|
15.3K
$907K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.56K- 0.79% |
$121K - $142K
|
320K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.59K- 81.21% |
$122K - $144K
|
600
$35.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.67K- 8.48% |
$126K - $149K
|
28.9K
$1.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-2.77K- 8.35% |
$130K - $154K
|
30.4K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.94K- 28.14% |
$138K - $163K
|
7.5K
$443K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.01K- 1.75% |
$142K - $167K
|
169K
$9.99M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.02K- 19.15% |
$142K - $168K
|
12.8K
$754K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.25K- 24.12% |
$153K - $181K
|
10.2K
$605K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.34K- 1.83% |
$157K - $186K
|
179K
$10.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-3.5K- 6.61% |
$165K - $194K
|
49.5K
$2.93M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.62K- 2.91% |
$171K - $201K
|
121K
$7.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.62K- 2.91% |
$171K - $201K
|
121K
$7.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.75K- 5.3% |
$177K - $208K
|
67.1K
$3.97M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.79K- 20.92% |
$179K - $211K
|
14.3K
$848K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.81K- 16.93% |
$179K - $211K
|
18.7K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.82K- 5.35% |
$180K - $212K
|
67.5K
$3.99M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.91K- 22.63% |
$184K - $217K
|
13.4K
$791K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 29.0% |
$185K - $218K
|
9.62K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-4.24K- 32.78% |
$199K - $235K
|
8.69K
$514K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.29K- 22.85% |
$202K - $238K
|
14.5K
$856K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.44K- 4.31% |
$209K - $247K
|
98.7K
$5.84M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.47K- 34.57% |
$211K - $249K
|
8.47K
$501K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.65K- 4.9% |
$219K - $258K
|
90.2K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.71K- 30.01% |
$222K - $262K
|
11K
$650K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.75K- 9.28% |
$223K - $264K
|
46.4K
$2.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.01K- 20.17% |
$236K - $278K
|
19.8K
$1.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.42K- 17.02% |
$255K - $301K
|
26.4K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-5.47K- 17.05% |
$257K - $304K
|
26.6K
$1.57M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-5.48KClosed |
$258K - $304K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.84K- 0.59% |
$275K - $324K
|
984K
$58.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.94K- 8.71% |
$280K - $330K
|
62.3K
$3.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.03K- 17.03% |
$284K - $335K
|
29.4K
$1.74M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.46K- 97.92% |
$304K - $359K
|
137
$8.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.57K- 7.99% |
$309K - $365K
|
75.7K
$4.48M
|