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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.6K- 16.19% |
$87.1K - $95.7K
|
8.29K
$505K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.67K- 1.66% |
$90.7K - $99.7K
|
98.6K
$6M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.69K- 4.63% |
$92K - $101K
|
34.8K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.69K- 5.61% |
$92K - $101K
|
28.5K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.71K- 11.98% |
$93.1K - $102K
|
12.6K
$766K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.74K- 5.27% |
$94.3K - $104K
|
31.2K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.75K- 1.98% |
$94.9K - $104K
|
86.3K
$5.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.79K- 7.34% |
$97.2K - $107K
|
22.6K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.81K- 1.17% |
$98.2K - $108K
|
153K
$9.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.81K- 27.25% |
$98.5K - $108K
|
4.84K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.82K- 5.53% |
$98.8K - $109K
|
31.1K
$1.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.97K- 8.89% |
$107K - $118K
|
20.2K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.01K- 32.56% |
$109K - $120K
|
4.16K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-2.03K- 3.71% |
$110K - $121K
|
52.6K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.17K- 19.52% |
$118K - $130K
|
8.94K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.25K- 1.6% |
$122K - $135K
|
139K
$8.44M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.26K- 2.09% |
$123K - $135K
|
106K
$6.44M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2.37K- 23.49% |
$129K - $142K
|
7.72K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-2.44K- 4.38% |
$133K - $146K
|
53.3K
$3.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.46K- 42.03% |
$134K - $147K
|
3.39K
$206K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.54K- 12.15% |
$138K - $152K
|
18.4K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.57K- 21.05% |
$140K - $153K
|
9.62K
$586K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.59K- 1.44% |
$141K - $155K
|
178K
$10.8M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.68K- 16.37% |
$146K - $160K
|
13.7K
$835K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.69K- 17.95% |
$146K - $161K
|
12.3K
$749K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.76K- 15.32% |
$150K - $165K
|
15.3K
$929K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.82K- 18.35% |
$153K - $168K
|
12.5K
$763K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.92K- 6.94% |
$159K - $175K
|
39.2K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.02K- 8.31% |
$164K - $180K
|
33.3K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.05K- 4.39% |
$166K - $182K
|
66.5K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.09K- 9.76% |
$168K - $185K
|
28.6K
$1.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-3.49K- 4.71% |
$190K - $209K
|
70.7K
$4.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.53K- 3.4% |
$192K - $211K
|
100K
$6.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.54K- 49.8% |
$193K - $212K
|
3.57K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.6K- 14.26% |
$196K - $215K
|
21.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.89K- 50.0% |
$211K - $232K
|
3.89K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.91K- 31.15% |
$213K - $234K
|
8.65K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-4.19K- 7.91% |
$228K - $250K
|
48.8K
$2.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.24K- 1.93% |
$230K - $253K
|
215K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.28K- 3.72% |
$233K - $256K
|
111K
$6.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-4.31K- 3.38% |
$234K - $258K
|
123K
$7.5M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.36K- 48.87% |
$237K - $261K
|
4.57K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.45K- 18.37% |
$242K - $266K
|
19.8K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.6K- 7.14% |
$250K - $275K
|
59.7K
$3.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.62K- 7.39% |
$251K - $276K
|
57.9K
$3.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.79K- 99.17% |
$260K - $286K
|
40
$2.44K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.84K- 4.64% |
$263K - $289K
|
99.5K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.91K- 3.13% |
$267K - $293K
|
152K
$9.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.13K- 12.44% |
$279K - $306K
|
36.1K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5.43K- 7.06% |
$296K - $325K
|
71.6K
$4.36M
|