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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-847- 4.14% |
$52.2K - $56.2K
|
19.6K
$1.19M
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-865- 3.8% |
$53.3K - $57.4K
|
21.9K
$1.33M
|
|
Feb 11, 2022
Q4 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-952- 8.37% |
$58.6K - $63.1K
|
10.4K
$635K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-969Closed |
$59.7K - $64.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-979- 0.79% |
$60.3K - $64.9K
|
123K
$7.51M
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-980- 0.46% |
$60.3K - $65K
|
212K
$12.9M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-997- 8.09% |
$61.4K - $66.1K
|
11.3K
$690K
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.01K- 13.06% |
$62.1K - $66.9K
|
6.71K
$409K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.02K- 1.89% |
$62.8K - $67.6K
|
53K
$3.23M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.09K- 4.95% |
$66.9K - $72.1K
|
20.9K
$1.27M
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.09K- 7.16% |
$67.1K - $72.3K
|
14.1K
$861K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-1.11K- 1.68% |
$68.5K - $73.7K
|
65.2K
$3.97M
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.13K- 1.6% |
$69.3K - $74.6K
|
69.1K
$4.2M
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1.15K- 2.75% |
$70.6K - $76.1K
|
40.5K
$2.47M
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-1.15K- 9.7% |
$70.9K - $76.4K
|
10.7K
$653K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.23K- 2.45% |
$75.7K - $81.6K
|
48.9K
$2.98M
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-1.23K- 27.85% |
$75.9K - $81.8K
|
3.19K
$194K
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.29K- 7.59% |
$79.4K - $85.6K
|
15.7K
$956K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.3K- 1.45% |
$80.1K - $86.2K
|
88.4K
$5.38M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.32K- 4.95% |
$81K - $87.2K
|
25.3K
$1.54M
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-1.37K- 1.94% |
$84.4K - $90.9K
|
69.4K
$4.22M
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.42K- 14.85% |
$87.6K - $94.4K
|
8.16K
$497K
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-1.51K- 1.76% |
$93.2K - $100K
|
84.7K
$5.16M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.79K- 56.09% |
$110K - $119K
|
1.4K
$85.2K
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.86K- 4.18% |
$114K - $123K
|
42.5K
$2.59M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.93K- 8.06% |
$119K - $128K
|
22K
$1.34M
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.94K- 4.47% |
$119K - $128K
|
41.4K
$2.52M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.99K- 8.43% |
$122K - $132K
|
21.6K
$1.31M
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
SELL
|
- |
-2.03K- 5.97% |
$125K - $135K
|
32K
$1.95M
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.06K- 9.02% |
$127K - $137K
|
20.8K
$1.27M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.16K- 65.53% |
$133K - $143K
|
1.13K
$69K
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.18K- 12.33% |
$134K - $145K
|
15.5K
$946K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.2K- 0.51% |
$136K - $146K
|
430K
$26.2M
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.22K- 28.69% |
$137K - $147K
|
5.51K
$336K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.31K- 4.01% |
$142K - $153K
|
55.3K
$3.37M
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.35K- 7.17% |
$145K - $156K
|
30.5K
$1.85M
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.5K- 94.34% |
$154K - $166K
|
150
$9.13K
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.52K- 1.24% |
$155K - $167K
|
201K
$12.2M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.56K- 20.91% |
$157K - $170K
|
9.67K
$589K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.58KClosed |
$159K - $171K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.63K- 0.62% |
$162K - $174K
|
420K
$25.6M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.7K- 27.84% |
$166K - $179K
|
7K
$426K
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.85K- 4.75% |
$175K - $189K
|
57.1K
$3.48M
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-2.97K- 7.71% |
$183K - $197K
|
35.5K
$2.16M
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.98K- 21.68% |
$184K - $198K
|
10.8K
$656K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.18K- 22.73% |
$196K - $211K
|
10.8K
$659K
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-3.19KClosed |
$196K - $211K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.22K- 3.64% |
$198K - $214K
|
85.3K
$5.19M
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.23KClosed |
$199K - $214K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 8.27% |
$203K - $219K
|
36.6K
$2.23M
|