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 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21.9K- 39.06% |
$1.05M - $1.26M
|
34.1K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.5K- 13.34% |
$1.13M - $1.36M
|
153K
$9.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-23.8K- 44.84% |
$1.15M - $1.37M
|
29.3K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-25.6K- 73.13% |
$1.23M - $1.48M
|
9.41K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-28.5K- 20.06% |
$1.37M - $1.65M
|
114K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30.1K- 28.63% |
$1.45M - $1.74M
|
75.1K
$4.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-37.6K- 25.77% |
$1.81M - $2.17M
|
108K
$6.53M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.7K- 31.37% |
$1.86M - $2.23M
|
84.6K
$5.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.3K- 1.46% |
$1.99M - $2.39M
|
2.79M
$168M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-41.4K- 14.25% |
$2M - $2.39M
|
249K
$15M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.4K- 12.31% |
$2.04M - $2.45M
|
302K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51K- 3.89% |
$2.46M - $2.94M
|
1.26M
$75.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56.4K- 31.27% |
$2.72M - $3.26M
|
124K
$7.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-60.7K- 45.2% |
$2.92M - $3.5M
|
73.6K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-80.9K- 42.07% |
$3.9M - $4.68M
|
111K
$6.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-98.4K- 4.31% |
$4.74M - $5.68M
|
2.19M
$132M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-99.4K- 91.03% |
$4.79M - $5.74M
|
9.8K
$590K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-123K- 8.98% |
$5.92M - $7.09M
|
1.24M
$74.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-417K- 90.7% |
$20.1M - $24.1M
|
42.8K
$2.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-648K- 16.22% |
$31.2M - $37.4M
|
3.35M
$202M
|