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 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-185- 4.81% |
$11.4K - $12.3K
|
3.66K
$223K
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-188- 3.05% |
$11.6K - $12.5K
|
5.97K
$363K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-191- 0.21% |
$11.8K - $12.7K
|
92.7K
$5.64M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-193- 0.47% |
$11.9K - $12.8K
|
40.7K
$2.48M
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-223- 1.88% |
$13.7K - $14.8K
|
11.6K
$709K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-230- 2.27% |
$14.2K - $15.3K
|
9.92K
$604K
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-241- 3.08% |
$14.8K - $16K
|
7.59K
$462K
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-254- 2.86% |
$15.6K - $16.8K
|
8.63K
$525K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-258- 3.22% |
$15.9K - $17.1K
|
7.75K
$472K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-267- 3.82% |
$16.4K - $17.7K
|
6.72K
$409K
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-283- 4.58% |
$17.4K - $18.8K
|
5.9K
$359K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-300- 2.61% |
$18.5K - $19.9K
|
11.2K
$681K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-311- 2.38% |
$19.2K - $20.6K
|
12.8K
$778K
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-324- 1.23% |
$20K - $21.5K
|
26.1K
$1.59M
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-327- 5.5% |
$20.1K - $21.7K
|
5.62K
$342K
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-327- 1.62% |
$20.1K - $21.7K
|
19.8K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-335- 1.11% |
$20.6K - $22.2K
|
29.9K
$1.82M
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-337- 4.15% |
$20.8K - $22.3K
|
7.77K
$473K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-337- 5.51% |
$20.8K - $22.3K
|
5.78K
$352K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-340- 1.58% |
$20.9K - $22.5K
|
21.2K
$1.29M
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-340Closed |
$20.9K - $22.5K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-381- 8.36% |
$23.5K - $25.3K
|
4.18K
$254K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-383- 2.59% |
$23.6K - $25.4K
|
14.4K
$877K
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-383- 2.59% |
$23.6K - $25.4K
|
14.4K
$877K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-385- 3.88% |
$23.7K - $25.5K
|
9.54K
$580K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-448- 0.27% |
$27.6K - $29.7K
|
164K
$9.97M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-458- 7.36% |
$28.2K - $30.4K
|
5.77K
$351K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-459- 1.27% |
$28.3K - $30.4K
|
35.7K
$2.17M
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-466- 1.3% |
$28.7K - $30.9K
|
35.4K
$2.16M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-480Closed |
$29.6K - $31.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-496- 3.19% |
$30.5K - $32.9K
|
15.1K
$917K
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
SELL
|
- |
-498- 0.61% |
$30.7K - $33K
|
81K
$4.93M
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-507- 6.85% |
$31.2K - $33.6K
|
6.9K
$420K
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-510- 7.23% |
$31.4K - $33.8K
|
6.55K
$398K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-510Closed |
$31.4K - $33.8K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-532- 12.73% |
$32.8K - $35.3K
|
3.65K
$222K
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-540- 3.9% |
$33.3K - $35.8K
|
13.3K
$809K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-576- 5.43% |
$35.5K - $38.2K
|
10K
$611K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-576- 15.2% |
$35.5K - $38.2K
|
3.21K
$196K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-603- 80.08% |
$37.1K - $40K
|
150
$9.13K
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-604Closed |
$37.2K - $40.1K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-650- 5.65% |
$40K - $43.1K
|
10.9K
$661K
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-659- 6.82% |
$40.6K - $43.7K
|
9K
$548K
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-659- 8.34% |
$40.6K - $43.7K
|
7.24K
$441K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-660Closed |
$40.6K - $43.8K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-679- 1.68% |
$41.8K - $45K
|
39.6K
$2.41M
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-702- 16.9% |
$43.2K - $46.6K
|
3.45K
$210K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-704- 9.02% |
$43.4K - $46.7K
|
7.1K
$432K
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-800- 8.49% |
$49.3K - $53.1K
|
8.63K
$525K
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-840- 1.59% |
$51.7K - $55.7K
|
51.9K
$3.16M
|