Purchases and Sales Made in Q3 2023 in Ishares Tr Dow Jones Us Medica (IHI)

IHI Quotes by TradingView

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 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
379
+ 6.4%
$18.3K - $21.9K
6.3K $379K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
360
+ 90.0%
$17.3K - $20.8K
760 $45.8K
Nov 02, 2023 Q3 2023
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
348
+ 1.82%
$16.8K - $20.1K
19.5K $1.18M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
336
+ 5.51%
$16.2K - $19.4K
6.44K $388K
Oct 31, 2023 Q3 2023
Southern Capital Advisors, LLC

BUY
 -
322
+ 2.74%
$15.5K - $18.6K
12.1K $727K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
321
+ 17.36%
$15.5K - $18.5K
2.17K $131K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
316
+ 3.68%
$15.2K - $18.3K
8.91K $536K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
302
+ 2.1%
$14.6K - $17.4K
14.7K $884K
Oct 20, 2023 Q3 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
300
+ 5.77%
$14.5K - $17.3K
5.5K $331K
Oct 23, 2023 Q3 2023
Cumberland Advisors Inc

BUY
 -
295
+ 0.11%
$14.2K - $17K
268K $16.1M
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
268
+ 0.73%
$12.9K - $15.5K
37.1K $2.23M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
264
New
$12.7K - $15.2K
264 $15.9K
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
240
New
$11.6K - $13.9K
240 $14.5K
Nov 09, 2023 Q3 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
215
+ 4.55%
$10.4K - $12.4K
4.94K $298K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
215
+ 3.3%
$10.4K - $12.4K
6.73K $405K
Oct 26, 2023 Q3 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
215
+ 3.3%
$10.4K - $12.4K
6.73K $405K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
214
+ 2.56%
$10.3K - $12.4K
8.57K $516K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
192
+ 1.05%
$9.25K - $11.1K
18.5K $1.11M
Nov 14, 2023 Q3 2023
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
169
+ 0.48%
$8.14K - $9.76K
35.4K $2.13M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
158
New
$7.61K - $9.13K
158 $9.52K
Nov 03, 2023 Q3 2023
Sterling Financial Planning, Inc.

BUY
 -
130
+ 2.71%
$6.26K - $7.51K
4.93K $297K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
118
+ 1.26%
$5.69K - $6.82K
9.47K $570K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
112
+ 0.6%
$5.4K - $6.47K
18.8K $1.13M
Oct 19, 2023 Q3 2023
Sterling Investment Counsel, LLC

BUY
 -
108
+ 1.29%
$5.2K - $6.24K
8.48K $511K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
95
+ 0.46%
$4.58K - $5.49K
20.9K $1.26M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
64
+ 2.59%
$3.08K - $3.7K
2.54K $153K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
60
New
$2.89K - $3.47K
60 $3.61K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
57
+ 0.15%
$2.75K - $3.29K
38.4K $2.31M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
56
+ 1.09%
$2.7K - $3.23K
5.22K $314K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
54
New
$2.6K - $3.12K
54 $3.25K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
53
New
$2.55K - $3.06K
53 $3.19K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
53
+ 0.62%
$2.55K - $3.06K
8.61K $518K
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
50
+ 0.59%
$2.41K - $2.89K
8.56K $516K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
50
+ 119.05%
$2.41K - $2.89K
92 $5.54K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
48
+ 3.14%
$2.31K - $2.77K
1.58K $95.1K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
48
+ 1.06%
$2.31K - $2.77K
4.58K $276K
Oct 10, 2023 Q3 2023
Founders Capital Management

BUY
 -
42
+ 2.51%
$2.02K - $2.43K
1.72K $103K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
40
+ 6.67%
$1.93K - $2.31K
640 $38.5K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
40
New
$1.93K - $2.31K
40 $2.41K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
15
+ 0.05%
$723 - $866
29.9K $1.8M
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
14
+ 0.24%
$675 - $809
5.76K $347K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
5
+ 0.08%
$241 - $289
6.39K $385K
Nov 02, 2023 Q3 2023
Avitas Wealth Management LLC

BUY
 -
2
+ 0.03%
$96.4 - $116
6.05K $365K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
2
+ 0.14%
$96.4 - $116
1.46K $87.9K
Nov 13, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-1
- 0.43%
$48.2 - $57.8
233 $14K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-2
- 0.52%
$96.4 - $116
380 $22.9K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

SELL
 -
-8
- 0.42%
$386 - $462
1.91K $115K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-10
- 11.36%
$482 - $578
78 $4.7K

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