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 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.17% |
$482 - $578
|
5.98K
$360K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-12- 66.67% |
$578 - $693
|
6
$361
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 70.0% |
$675 - $809
|
6
$361
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22- 0.07% |
$1.06K - $1.27K
|
29.6K
$1.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-23- 0.23% |
$1.11K - $1.33K
|
9.79K
$590K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.28% |
$1.11K - $1.33K
|
8.13K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-29- 0.32% |
$1.4K - $1.68K
|
9.13K
$550K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-30- 0.6% |
$1.45K - $1.73K
|
4.97K
$299K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-32- 0.18% |
$1.54K - $1.85K
|
17.4K
$1.05M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-34- 0.47% |
$1.64K - $1.96K
|
7.24K
$436K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-38- 0.58% |
$1.83K - $2.19K
|
6.5K
$392K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-44- 42.72% |
$2.12K - $2.54K
|
59
$3.55K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-55- 1.5% |
$2.65K - $3.18K
|
3.62K
$218K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 2.15% |
$3.08K - $3.7K
|
2.92K
$176K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-72- 4.38% |
$3.47K - $4.16K
|
1.57K
$94.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-86- 4.65% |
$4.14K - $4.97K
|
1.76K
$106K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-88- 0.79% |
$4.24K - $5.08K
|
11.1K
$669K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-99- 1.44% |
$4.77K - $5.72K
|
6.79K
$409K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100- 0.55% |
$4.82K - $5.78K
|
18.1K
$1.09M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-105- 0.58% |
$5.06K - $6.06K
|
18K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-123- 20.78% |
$5.93K - $7.1K
|
469
$28.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-127- 0.1% |
$6.12K - $7.34K
|
129K
$7.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-128- 10.67% |
$6.17K - $7.39K
|
1.07K
$64.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-132- 2.16% |
$6.36K - $7.62K
|
5.99K
$361K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-175- 0.96% |
$8.43K - $10.1K
|
18.1K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-182- 1.32% |
$8.77K - $10.5K
|
13.6K
$821K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-188- 1.05% |
$9.06K - $10.9K
|
17.7K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-192- 3.49% |
$9.25K - $11.1K
|
5.31K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-195- 0.6% |
$9.4K - $11.3K
|
32.2K
$1.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-198- 1.06% |
$9.54K - $11.4K
|
18.4K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-200- 1.05% |
$9.64K - $11.6K
|
18.8K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 0.87% |
$9.64K - $11.6K
|
22.7K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-212- 1.07% |
$10.2K - $12.2K
|
19.5K
$1.18M
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-221- 2.07% |
$10.6K - $12.8K
|
10.5K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-222- 15.4% |
$10.7K - $12.8K
|
1.22K
$73.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-223- 3.77% |
$10.7K - $12.9K
|
5.69K
$342K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-237- 2.71% |
$11.4K - $13.7K
|
8.5K
$512K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-240- 54.55% |
$11.6K - $13.9K
|
200
$12K
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-240- 3.65% |
$11.6K - $13.9K
|
6.34K
$382K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-246- 2.61% |
$11.9K - $14.2K
|
9.17K
$552K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-246- 1.14% |
$11.9K - $14.2K
|
21.4K
$1.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-250- 0.98% |
$12K - $14.4K
|
25.3K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-254- 2.15% |
$12.2K - $14.7K
|
11.5K
$695K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-265- 6.01% |
$12.8K - $15.3K
|
4.15K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-290- 0.98% |
$14K - $16.8K
|
29.4K
$1.77M
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-295- 0.76% |
$14.2K - $17K
|
38.5K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-296- 0.26% |
$14.3K - $17.1K
|
114K
$6.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-299- 1.76% |
$14.4K - $17.3K
|
16.7K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-302- 2.53% |
$14.6K - $17.4K
|
11.6K
$701K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-303- 5.74% |
$14.6K - $17.5K
|
4.97K
$300K
|