Purchases and Sales Made in Q3 2023 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 2023. 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 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
729K+ 3415.63% |
$35.1M - $42.1M
|
750K
$44.4M
|
|
|
Nov 08, 2023
Q3 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
510KNew |
$24.6M - $29.5M
|
510K
$30.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
428K+ 558.78% |
$20.6M - $24.7M
|
505K
$29.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
409KNew |
$19.7M - $23.6M
|
409K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
400K+ 7692.0% |
$19.3M - $23.1M
|
405K
$24M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
380K+ 16.88% |
$18.3M - $22M
|
2.63M
$156M
|
|
|
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
249K+ 779.64% |
$12M - $14.4M
|
281K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
242K+ 25.83% |
$11.7M - $14M
|
1.18M
$69.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
225K+ 68.65% |
$10.8M - $13M
|
553K
$32.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
222KNew |
$10.7M - $12.8M
|
222K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
180K+ 33.26% |
$8.68M - $10.4M
|
722K
$42.7M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
161K+ 3825.11% |
$7.76M - $9.3M
|
165K
$9.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 56.45% |
$6.58M - $7.89M
|
379K
$22.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
111K+ 135.82% |
$5.35M - $6.41M
|
193K
$11.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
101KNew |
$4.89M - $5.86M
|
101K
$6M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
78.9K+ 39.61% |
$3.8M - $4.56M
|
278K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
65.7K+ 225.0% |
$3.17M - $3.79M
|
94.9K
$5.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
64.9KNew |
$3.13M - $3.75M
|
64.9K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
60.3K+ 998.38% |
$2.9M - $3.48M
|
66.3K
$3.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
47.9KNew |
$2.31M - $2.77M
|
47.9K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
41.5K+ 855.29% |
$2M - $2.4M
|
46.3K
$2.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
35.6KNew |
$1.72M - $2.06M
|
35.6K
$2.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34.3K+ 186.47% |
$1.65M - $1.98M
|
52.7K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
32.7K+ 21.9% |
$1.57M - $1.89M
|
182K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.3K+ 114.49% |
$1.56M - $1.87M
|
60.5K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.3K+ 178.51% |
$1.51M - $1.81M
|
48.8K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.9KNew |
$1.44M - $1.73M
|
29.9K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
28.3K+ 442.54% |
$1.36M - $1.64M
|
34.7K
$2.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27KNew |
$1.3M - $1.56M
|
27K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8K+ 614.46% |
$1.24M - $1.49M
|
30K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
22.3K+ 26.66% |
$1.07M - $1.29M
|
106K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21.4K+ 6.02% |
$1.03M - $1.23M
|
376K
$22.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
20.3KNew |
$979K - $1.17M
|
20.3K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
20.3K+ 11.7% |
$977K - $1.17M
|
193K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
20.1K+ 105.82% |
$968K - $1.16M
|
39.1K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$948K - $1.14M
|
19.7K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.8K+ 2.69% |
$760K - $911K
|
602K
$35.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15KNew |
$724K - $868K
|
15K
$889K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$699K - $838K
|
14.5K
$858K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.4K+ 105.95% |
$694K - $831K
|
28K
$1.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
12.8K+ 165.32% |
$619K - $742K
|
20.6K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.6K+ 8.07% |
$609K - $730K
|
169K
$10M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.2KNew |
$589K - $707K
|
12.2K
$723K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.7K+ 2.38% |
$565K - $678K
|
505K
$29.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
11.5KNew |
$555K - $665K
|
11.5K
$681K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.8K+ 23.39% |
$520K - $623K
|
56.9K
$3.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$518K - $621K
|
10.8K
$636K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$512K - $614K
|
10.6K
$628K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
10.5K+ 6.94% |
$507K - $608K
|
162K
$9.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.77K+ 66.32% |
$471K - $565K
|
24.5K
$1.45M
|