Purchases and Sales Made in Q3 2024 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 2024. 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 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
900New |
$48.9K - $53.8K
|
900
$54.8K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
895+ 7.11% |
$48.7K - $53.5K
|
13.5K
$821K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
893+ 0.87% |
$48.6K - $53.4K
|
104K
$6.33M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
885+ 4.7% |
$48.1K - $52.9K
|
19.7K
$1.2M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
857+ 9.83% |
$46.6K - $51.2K
|
9.57K
$583K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
846+ 17.94% |
$46K - $50.6K
|
5.56K
$339K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
843+ 3.34% |
$45.8K - $50.4K
|
26.1K
$1.59M
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
842+ 7.99% |
$45.8K - $50.3K
|
11.4K
$693K
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
783+ 13.04% |
$42.6K - $46.8K
|
6.79K
$413K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
764+ 4.57% |
$41.5K - $45.7K
|
17.5K
$1.06M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
740+ 14.92% |
$40.2K - $44.2K
|
5.7K
$347K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
700+ 1.65% |
$38.1K - $41.8K
|
43.1K
$2.62M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
691+ 186.25% |
$37.6K - $41.3K
|
1.06K
$64.7K
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
687+ 5.45% |
$37.4K - $41.1K
|
13.3K
$810K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
678New |
$36.9K - $40.5K
|
678
$41.3K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
659New |
$35.8K - $39.4K
|
659
$40.1K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
648+ 2.24% |
$35.2K - $38.7K
|
29.6K
$1.8M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
635+ 0.81% |
$34.5K - $38K
|
79.1K
$4.82M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
619+ 3.23% |
$33.7K - $37K
|
19.8K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
600+ 8.58% |
$32.6K - $35.9K
|
7.59K
$462K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
592New |
$32.2K - $35.4K
|
592
$36K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
591+ 0.5% |
$32.1K - $35.3K
|
119K
$7.26M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
567+ 2.22% |
$30.8K - $33.9K
|
26.1K
$1.59M
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
549+ 8.77% |
$29.9K - $32.8K
|
6.81K
$415K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
546+ 5.77% |
$29.7K - $32.6K
|
10K
$609K
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
537+ 11.69% |
$29.2K - $32.1K
|
5.13K
$312K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
506+ 1.53% |
$27.5K - $30.2K
|
33.6K
$2.05M
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
457+ 1.08% |
$24.9K - $27.3K
|
42.9K
$2.61M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
394+ 2.21% |
$21.4K - $23.5K
|
18.2K
$1.11M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
367+ 4.24% |
$20K - $21.9K
|
9.02K
$549K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
356+ 1.39% |
$19.4K - $21.3K
|
26K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
344+ 6.15% |
$18.7K - $20.6K
|
5.94K
$361K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
334+ 1.0% |
$18.2K - $20K
|
33.9K
$2.06M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
333New |
$18.1K - $19.9K
|
333
$20.3K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
323+ 1.63% |
$17.6K - $19.3K
|
20.1K
$1.22M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
311+ 49.76% |
$16.9K - $18.6K
|
936
$57K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
300New |
$16.3K - $17.9K
|
300
$18.3K
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
300+ 0.63% |
$16.3K - $17.9K
|
48.2K
$2.94M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
277+ 20.7% |
$15.1K - $16.6K
|
1.62K
$98.3K
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
270+ 5.11% |
$14.7K - $16.1K
|
5.55K
$338K
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
262+ 1.12% |
$14.2K - $15.7K
|
23.6K
$1.44M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
228+ 2.65% |
$12.4K - $13.6K
|
8.83K
$538K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
180+ 0.4% |
$9.79K - $10.8K
|
44.9K
$2.73M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
173+ 8.72% |
$9.41K - $10.3K
|
2.16K
$131K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
126New |
$6.85K - $7.53K
|
126
$7.67K
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100+ 7.86% |
$5.44K - $5.98K
|
1.37K
$83.6K
|
|
Nov 14, 2024
Q3 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
100+ 1.18% |
$5.44K - $5.98K
|
8.6K
$524K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$5.44K - $5.98K
|
100
$6.09K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
93+ 2.86% |
$5.06K - $5.56K
|
3.35K
$204K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
86+ 1.24% |
$4.68K - $5.14K
|
7.02K
$427K
|