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 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.95K+ 17.59% |
$243K - $262K
|
26.4K
$1.61M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.83KNew |
$236K - $254K
|
3.83K
$233K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.76K+ 8.28% |
$232K - $250K
|
49.2K
$3M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.74K+ 10.82% |
$230K - $248K
|
38.3K
$2.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.73KNew |
$230K - $247K
|
3.73K
$227K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
3.69KNew |
$227K - $245K
|
3.69K
$225K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.66KNew |
$225K - $242K
|
3.66K
$223K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.64K+ 8.97% |
$224K - $242K
|
44.3K
$2.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.64K+ 4.29% |
$224K - $241K
|
88.3K
$5.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
3.63K+ 9.68% |
$223K - $241K
|
41.1K
$2.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.6KNew |
$222K - $239K
|
3.6K
$219K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.6K+ 4.14% |
$222K - $239K
|
90.5K
$5.51M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.59KNew |
$221K - $238K
|
3.59K
$219K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.52K+ 1.89% |
$217K - $234K
|
190K
$11.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46KNew |
$213K - $229K
|
3.46K
$210K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
3.36KNew |
$207K - $223K
|
3.36K
$205K
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.35K+ 60.77% |
$206K - $222K
|
8.86K
$540K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.32KNew |
$205K - $220K
|
3.32K
$202K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.28KNew |
$202K - $217K
|
3.28K
$199K
|
|
|
Feb 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.26KNew |
$201K - $216K
|
3.26K
$199K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 16.17% |
$198K - $213K
|
23.1K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.2KNew |
$197K - $212K
|
3.2K
$195K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.07K+ 59.97% |
$189K - $204K
|
8.2K
$499K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.07K+ 4.78% |
$189K - $203K
|
67.2K
$4.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.06KNew |
$188K - $203K
|
3.06K
$186K
|
|
|
Feb 04, 2022
Q4 2021
|
F
|
BUY
|
- |
3.06KNew |
$188K - $203K
|
3.06K
$186K
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.05KNew |
$188K - $202K
|
3.05K
$186K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.86K+ 9.39% |
$176K - $190K
|
33.3K
$2.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.81K+ 12.94% |
$173K - $186K
|
24.5K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.77K+ 11.92% |
$171K - $184K
|
26K
$1.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.76K+ 3.35% |
$170K - $183K
|
85.2K
$5.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.73K+ 3.07% |
$168K - $181K
|
91.7K
$5.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.72K+ 1.47% |
$168K - $181K
|
188K
$11.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.69K+ 2.47% |
$165K - $178K
|
112K
$6.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.68K+ 22.52% |
$165K - $178K
|
14.6K
$888K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.68KNew |
$165K - $177K
|
2.68K
$163K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.65K+ 5.2% |
$163K - $176K
|
53.6K
$3.27M
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
2.62K+ 73.13% |
$161K - $173K
|
6.19K
$377K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
2.53K+ 14.33% |
$156K - $168K
|
20.2K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.45KNew |
$151K - $162K
|
2.45K
$149K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.42KNew |
$149K - $161K
|
2.42K
$148K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.4K+ 16.22% |
$148K - $159K
|
17.2K
$1.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.37K+ 13.33% |
$146K - $157K
|
20.2K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.37K+ 18.67% |
$146K - $157K
|
15.1K
$917K
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
2.19KNew |
$135K - $145K
|
2.19K
$133K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.16K+ 253.4% |
$133K - $143K
|
3.01K
$183K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.16K+ 5.15% |
$133K - $143K
|
44K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.1K+ 255.47% |
$129K - $139K
|
2.92K
$178K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.09KNew |
$129K - $138K
|
2.09K
$127K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.07K+ 9.85% |
$128K - $138K
|
23.1K
$1.41M
|