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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.48K+ 8.68% |
$71.3K - $85.5K
|
18.5K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.45K+ 36.67% |
$69.8K - $83.7K
|
5.4K
$325K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.43K+ 6.0% |
$68.7K - $82.3K
|
25.2K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.4K+ 0.97% |
$67.5K - $80.9K
|
146K
$8.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.4KNew |
$67.2K - $80.6K
|
1.4K
$84K
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.35K+ 2.05% |
$65.1K - $78K
|
67.1K
$4.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.24K+ 2.37% |
$59.7K - $71.5K
|
53.4K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.18K+ 5.72% |
$56.9K - $68.2K
|
21.8K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.18K+ 186.67% |
$56.7K - $67.9K
|
1.81K
$109K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.12K+ 2.13% |
$53.7K - $64.4K
|
53.5K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
1.05K+ 4.33% |
$50.5K - $60.5K
|
25.3K
$1.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.04K+ 2.33% |
$50K - $60K
|
45.6K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.02K+ 0.65% |
$49.1K - $58.9K
|
157K
$9.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$48.2K - $57.8K
|
1K
$60.2K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
990+ 2.42% |
$47.7K - $57.2K
|
41.8K
$2.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
964+ 25.3% |
$46.5K - $55.7K
|
4.77K
$288K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
933New |
$45K - $53.9K
|
933
$56.2K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
923+ 3.66% |
$44.5K - $53.3K
|
26.1K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
908+ 23.09% |
$43.8K - $52.4K
|
4.84K
$292K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
901+ 5.16% |
$43.4K - $52K
|
18.4K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
894New |
$43.1K - $51.6K
|
894
$53.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
836+ 1.22% |
$40.3K - $48.3K
|
69.2K
$4.17M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
832+ 2.59% |
$40.1K - $48.1K
|
32.9K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
832+ 7.0% |
$40.1K - $48.1K
|
12.7K
$766K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
801+ 4.37% |
$38.6K - $46.3K
|
19.1K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
797+ 3.9% |
$38.4K - $46K
|
21.2K
$1.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
770New |
$37.1K - $44.5K
|
770
$46.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
761+ 14.07% |
$36.7K - $44K
|
6.17K
$372K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
759+ 10.76% |
$36.6K - $43.8K
|
7.81K
$471K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
680+ 3.85% |
$32.8K - $39.3K
|
18.4K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
637+ 1.24% |
$30.7K - $36.8K
|
51.9K
$3.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
604+ 2.06% |
$29.1K - $34.9K
|
29.9K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
603New |
$29.1K - $34.8K
|
603
$36.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
602+ 16.48% |
$29K - $34.8K
|
4.26K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
583+ 0.42% |
$28.1K - $33.7K
|
138K
$8.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
554+ 6.04% |
$26.7K - $32K
|
9.73K
$586K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
540+ 20.49% |
$26K - $31.2K
|
3.18K
$191K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
538New |
$25.9K - $31.1K
|
538
$32.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
510New |
$24.6K - $29.5K
|
510
$30.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
507+ 2.98% |
$24.4K - $29.3K
|
17.5K
$1.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
496+ 121.57% |
$23.9K - $28.6K
|
904
$54.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
480New |
$23.1K - $27.7K
|
480
$28.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
450New |
$21.7K - $26K
|
450
$27.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
444+ 5.31% |
$21.4K - $25.6K
|
8.8K
$530K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
427+ 1.42% |
$20.6K - $24.7K
|
30.5K
$1.84M
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
414+ 5.13% |
$20K - $23.9K
|
8.49K
$511K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
411+ 7.03% |
$19.8K - $23.7K
|
6.26K
$377K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
400+ 7.48% |
$19.3K - $23.1K
|
5.75K
$346K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
397+ 1.55% |
$19.1K - $22.9K
|
26K
$1.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
381+ 15.07% |
$18.4K - $22K
|
2.91K
$175K
|