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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.24K- 4.65% |
$204K - $245K
|
86.8K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.29K- 20.43% |
$207K - $248K
|
16.7K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.63K- 4.71% |
$223K - $267K
|
93.5K
$5.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.64K- 6.02% |
$224K - $268K
|
72.5K
$4.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.83K- 21.8% |
$233K - $279K
|
17.3K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.83K- 4.62% |
$233K - $279K
|
99.8K
$6.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.02K- 37.54% |
$242K - $290K
|
8.35K
$503K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.23K- 28.89% |
$252K - $302K
|
12.9K
$776K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.27K- 4.33% |
$254K - $304K
|
116K
$7.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.37K- 55.79% |
$259K - $310K
|
4.26K
$256K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.52K- 18.78% |
$266K - $319K
|
23.9K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.79K- 3.27% |
$279K - $334K
|
171K
$10.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6K- 38.46% |
$289K - $346K
|
9.59K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.02K- 5.29% |
$290K - $348K
|
108K
$6.49M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.07K- 14.97% |
$293K - $351K
|
34.5K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.07K- 14.97% |
$293K - $351K
|
34.5K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.16K- 1.72% |
$297K - $356K
|
352K
$21.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-6.3K- 22.08% |
$304K - $364K
|
22.2K
$1.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-6.39K- 2.31% |
$308K - $369K
|
270K
$16.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-6.4K- 5.24% |
$309K - $370K
|
116K
$6.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-6.56K- 7.24% |
$316K - $379K
|
84.1K
$5.07M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6.87K- 7.78% |
$331K - $397K
|
81.4K
$4.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.08K- 43.81% |
$341K - $409K
|
9.08K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.34K- 14.1% |
$354K - $424K
|
44.7K
$2.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.46K- 6.48% |
$359K - $431K
|
108K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7.73K- 3.25% |
$372K - $446K
|
230K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.28K- 14.14% |
$399K - $478K
|
50.3K
$3.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.76K- 2.87% |
$422K - $506K
|
296K
$17.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.93K- 2.09% |
$478K - $573K
|
464K
$28M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 15.79% |
$496K - $594K
|
54.9K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10.3K- 52.02% |
$496K - $595K
|
9.5K
$572K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.3K- 71.01% |
$499K - $598K
|
4.22K
$254K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-10.5K- 11.75% |
$507K - $607K
|
79K
$4.76M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11KClosed |
$528K - $633K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11.3K- 64.08% |
$544K - $652K
|
6.33K
$381K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.4K- 9.11% |
$551K - $661K
|
114K
$6.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.6K- 10.01% |
$557K - $667K
|
104K
$6.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-11.9K- 41.36% |
$574K - $689K
|
16.9K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.5K- 6.0% |
$602K - $722K
|
196K
$11.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.7K- 33.44% |
$610K - $731K
|
25.2K
$1.52M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.5K- 8.26% |
$648K - $777K
|
149K
$9M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-14.3K- 46.08% |
$690K - $827K
|
16.8K
$1.01M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.5K- 42.66% |
$701K - $840K
|
19.6K
$1.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.7K- 26.28% |
$758K - $909K
|
44.1K
$2.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-17.2K- 58.89% |
$829K - $994K
|
12K
$723K
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-17.7K- 21.12% |
$852K - $1.02M
|
66.1K
$3.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.4K- 14.06% |
$887K - $1.06M
|
112K
$6.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-19K- 5.78% |
$915K - $1.1M
|
310K
$18.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-19.8K- 8.04% |
$954K - $1.14M
|
226K
$13.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.8K- 4.38% |
$1.05M - $1.26M
|
476K
$28.6M
|