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 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-533- 7.15% |
$29K - $31.9K
|
6.92K
$421K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-533- 4.82% |
$29K - $31.9K
|
10.5K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-590- 2.55% |
$32.1K - $35.3K
|
22.6K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-600- 7.18% |
$32.6K - $35.9K
|
7.76K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-602- 1.7% |
$32.7K - $36K
|
34.9K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-624- 4.96% |
$33.9K - $37.3K
|
12K
$728K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-632- 9.21% |
$34.4K - $37.8K
|
6.23K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-634- 13.14% |
$34.5K - $37.9K
|
4.19K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-650- 5.34% |
$35.3K - $38.9K
|
11.5K
$702K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-662- 12.84% |
$36K - $39.6K
|
4.49K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-681- 8.17% |
$37K - $40.7K
|
7.66K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-687- 5.16% |
$37.4K - $41.1K
|
12.6K
$768K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-710- 68.67% |
$38.6K - $42.4K
|
324
$19.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-710- 12.23% |
$38.6K - $42.4K
|
5.1K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-731- 1.44% |
$39.8K - $43.7K
|
50K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-749- 9.57% |
$40.7K - $44.8K
|
7.08K
$431K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-750- 3.14% |
$40.8K - $44.8K
|
23.1K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-753- 1.78% |
$40.9K - $45K
|
41.5K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-772- 4.11% |
$42K - $46.1K
|
18K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-823- 3.18% |
$44.8K - $49.2K
|
25.1K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-831- 6.69% |
$45.2K - $49.7K
|
11.6K
$706K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-840- 12.9% |
$45.7K - $50.2K
|
5.67K
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-908- 5.09% |
$49.4K - $54.3K
|
16.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-916- 7.63% |
$49.8K - $54.7K
|
11.1K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-932- 11.7% |
$50.7K - $55.7K
|
7.03K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-935- 12.77% |
$50.8K - $55.9K
|
6.39K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-937- 2.03% |
$51K - $56K
|
45.3K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-999- 7.25% |
$54.3K - $59.7K
|
12.8K
$778K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1K- 5.49% |
$54.4K - $59.8K
|
17.2K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.05K- 65.44% |
$57.2K - $62.8K
|
555
$33.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-1.06K- 13.08% |
$57.9K - $63.6K
|
7.07K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 2.38% |
$61.7K - $67.8K
|
46.6K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.14K- 1.24% |
$61.9K - $68.1K
|
90.9K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.14K- 2.21% |
$61.9K - $68.1K
|
50.4K
$3.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.16K- 15.7% |
$62.8K - $69K
|
6.2K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.18K- 10.48% |
$64.1K - $70.5K
|
10.1K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.19K- 2.68% |
$64.9K - $71.4K
|
43.4K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.22K- 4.87% |
$66.1K - $72.6K
|
23.7K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 19.07% |
$66.7K - $73.3K
|
5.2K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.24K- 5.79% |
$67.4K - $74.1K
|
20.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.31K- 7.25% |
$71K - $78K
|
16.7K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.31K- 2.14% |
$71K - $78K
|
59.7K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 1.88% |
$74.6K - $81.9K
|
71.5K
$4.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.4KClosed |
$76.3K - $83.9K
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.46K- 7.94% |
$79.6K - $87.5K
|
17K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.46K- 8.07% |
$79.6K - $87.5K
|
16.7K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.47K- 5.84% |
$79.7K - $87.6K
|
23.6K
$1.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.48K- 25.57% |
$80.6K - $88.6K
|
4.32K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.5K- 7.33% |
$81.6K - $89.7K
|
19K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.59K- 21.23% |
$86.4K - $95K
|
5.9K
$359K
|