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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.07K+ 38.94% |
$128K - $137K
|
7.39K
$450K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.06K+ 4.79% |
$127K - $137K
|
45.2K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.92K+ 10.46% |
$118K - $127K
|
20.3K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.83KNew |
$113K - $121K
|
1.83K
$111K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.8K+ 3.08% |
$111K - $120K
|
60.4K
$3.68M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1.74K+ 4.27% |
$107K - $115K
|
42.5K
$2.59M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.74KNew |
$107K - $115K
|
1.74K
$106K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.73K+ 30.49% |
$106K - $114K
|
7.38K
$449K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.7K+ 2.36% |
$105K - $113K
|
73.6K
$4.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.67K+ 6.5% |
$103K - $111K
|
27.4K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.66K+ 4.98% |
$102K - $110K
|
35K
$2.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.65K+ 4.13% |
$101K - $109K
|
41.6K
$2.53M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.63K+ 514.87% |
$100K - $108K
|
1.94K
$118K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.63K+ 6.22% |
$100K - $108K
|
27.8K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.57K+ 507.12% |
$96.5K - $104K
|
1.88K
$114K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.54K+ 29.84% |
$94.7K - $102K
|
6.69K
$407K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.53K+ 21.37% |
$94.3K - $102K
|
8.7K
$530K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5KNew |
$92.4K - $99.5K
|
1.5K
$91.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.5K+ 21.3% |
$92.4K - $99.5K
|
8.54K
$520K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.47K+ 21.71% |
$90.6K - $97.6K
|
8.25K
$502K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.45K+ 23.73% |
$89.2K - $96K
|
7.55K
$460K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.41K+ 22.55% |
$86.6K - $93.2K
|
7.64K
$465K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.4K+ 5.95% |
$86.1K - $92.7K
|
24.9K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.39K+ 17.92% |
$85.6K - $92.2K
|
9.15K
$557K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.39K+ 17.92% |
$85.6K - $92.2K
|
9.15K
$557K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.36K+ 40.2% |
$83.6K - $90K
|
4.73K
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Palladiem, LLC
|
BUY
|
- |
1.34K+ 2.44% |
$82.4K - $88.7K
|
56.1K
$3.42M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.33K+ 4.18% |
$81.9K - $88.2K
|
33.2K
$2.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.33KNew |
$81.8K - $88.1K
|
1.33K
$80.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.32K+ 8.13% |
$81.3K - $87.6K
|
17.6K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.28K+ 25.93% |
$78.9K - $85K
|
6.23K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 1.25% |
$77K - $82.9K
|
101K
$6.14M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.23K+ 0.87% |
$76K - $81.8K
|
143K
$8.68M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.22K+ 1.41% |
$75.4K - $81.2K
|
87.9K
$5.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.19K+ 17.23% |
$73.2K - $78.9K
|
8.09K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.18K+ 5.71% |
$72.9K - $78.5K
|
21.9K
$1.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.18K+ 0.61% |
$72.6K - $78.2K
|
193K
$11.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.16K+ 2.09% |
$71.1K - $76.6K
|
56.4K
$3.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
1.14K+ 1.29% |
$70.2K - $75.6K
|
89.2K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.11K+ 1.47% |
$68.4K - $73.7K
|
76.6K
$4.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.1K+ 18.35% |
$67.9K - $73.2K
|
7.11K
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 10.09% |
$67.1K - $72.2K
|
11.9K
$723K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.05K+ 13.53% |
$64.4K - $69.3K
|
8.77K
$534K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.02K+ 1.15% |
$62.9K - $67.7K
|
89.6K
$5.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1K+ 24.63% |
$61.6K - $66.4K
|
5.07K
$308K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
997+ 3.63% |
$61.4K - $66.1K
|
28.4K
$1.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
987+ 2.99% |
$60.8K - $65.5K
|
34K
$2.07M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
949+ 8.05% |
$58.4K - $62.9K
|
12.7K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
934+ 1.34% |
$57.5K - $61.9K
|
70.7K
$4.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
905+ 26.74% |
$55.7K - $60K
|
4.29K
$261K
|