Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2022
Q4 2021
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.07MNew |
$65.7M - $70.8M
|
1.07M
$64.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
567K+ 13.36% |
$34.9M - $37.6M
|
4.81M
$292M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
501KNew |
$30.8M - $33.2M
|
501K
$30.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
456K+ 299.9% |
$28.1M - $30.2M
|
608K
$36.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
437K+ 14057.48% |
$26.9M - $29M
|
440K
$26.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
337KNew |
$20.8M - $22.4M
|
337K
$20.5M
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
319K+ 26168.99% |
$19.6M - $21.2M
|
320K
$19.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
295K+ 21.74% |
$18.2M - $19.6M
|
1.65M
$100M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
172KNew |
$10.6M - $11.4M
|
172K
$10.5M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
138KNew |
$8.52M - $9.17M
|
138K
$8.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 7.94% |
$8.47M - $9.12M
|
1.87M
$113M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
137KNew |
$8.41M - $9.06M
|
137K
$8.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
136K+ 1262.12% |
$8.39M - $9.03M
|
147K
$8.92M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
125KNew |
$7.7M - $8.29M
|
125K
$7.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
121KNew |
$7.46M - $8.03M
|
121K
$7.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 6.24% |
$6.62M - $7.13M
|
1.83M
$111M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
91.9KNew |
$5.66M - $6.09M
|
91.9K
$5.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
91.2K+ 29.58% |
$5.62M - $6.05M
|
400K
$24.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83.9KNew |
$5.17M - $5.57M
|
83.9K
$5.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
72.7KNew |
$4.47M - $4.82M
|
72.7K
$4.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70KNew |
$4.31M - $4.64M
|
70K
$4.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
66.6K+ 58.91% |
$4.1M - $4.42M
|
180K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
64.5KNew |
$3.97M - $4.28M
|
64.5K
$3.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
62.8K+ 534.96% |
$3.87M - $4.17M
|
74.6K
$4.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.5K+ 97.94% |
$3.85M - $4.15M
|
126K
$7.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
61.4KNew |
$3.78M - $4.07M
|
61.4K
$3.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
59.8KNew |
$3.69M - $3.97M
|
59.8K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
56.4K+ 3.28% |
$3.47M - $3.74M
|
1.78M
$108M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
52.9K+ 6.53% |
$3.26M - $3.51M
|
864K
$52.4M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
49.9KNew |
$3.07M - $3.31M
|
49.9K
$3.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.4K+ 29.99% |
$3.04M - $3.27M
|
214K
$13M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
49KNew |
$3.02M - $3.25M
|
49K
$2.97M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
45.8KNew |
$2.82M - $3.04M
|
45.8K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.2K+ 4.52% |
$2.72M - $2.93M
|
1.02M
$62M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
41.3KNew |
$2.55M - $2.74M
|
41.3K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
41.3K+ 263.47% |
$2.54M - $2.74M
|
57K
$3.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
39.8K+ 37.5% |
$2.45M - $2.64M
|
146K
$8.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
39.3K+ 35.17% |
$2.42M - $2.61M
|
151K
$9.16M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.6K+ 51.73% |
$2.2M - $2.36M
|
105K
$6.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
35.5KNew |
$2.19M - $2.36M
|
35.5K
$2.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
35K+ 179.7% |
$2.16M - $2.32M
|
54.5K
$3.31M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
34.9KNew |
$2.15M - $2.31M
|
34.9K
$2.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
34.8KNew |
$2.14M - $2.31M
|
34.8K
$2.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
34.6K+ 26.48% |
$2.13M - $2.3M
|
165K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8K+ 2.89% |
$2.08M - $2.24M
|
1.2M
$73M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31.2K+ 34.43% |
$1.92M - $2.07M
|
122K
$7.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.7K+ 93.04% |
$1.89M - $2.04M
|
63.7K
$3.87M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
29.9K+ 12.99% |
$1.84M - $1.98M
|
260K
$15.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
29.8KNew |
$1.84M - $1.98M
|
29.8K
$1.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
28.4K+ 9.02% |
$1.75M - $1.88M
|
343K
$20.8M
|