Purchases and Sales Made in Q4 2022 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 2022. 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 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
392K+ 37.0% |
$18.5M - $21.3M
|
1.45M
$87.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
246K+ 6.7% |
$11.6M - $13.3M
|
3.92M
$236M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
241KNew |
$11.4M - $13.1M
|
241K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
182KNew |
$8.6M - $9.87M
|
182K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
138K+ 132.14% |
$6.51M - $7.47M
|
242K
$14.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
130KNew |
$6.13M - $7.03M
|
130K
$7.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
127K+ 6.02% |
$6M - $6.89M
|
2.24M
$135M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
119KNew |
$5.65M - $6.48M
|
119K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
97.3K+ 318.82% |
$4.6M - $5.28M
|
128K
$7.7M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82.6K+ 9024.15% |
$3.9M - $4.48M
|
83.5K
$5.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
68.4K+ 1709825.0% |
$3.23M - $3.71M
|
68.4K
$4.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65K+ 26.04% |
$3.07M - $3.53M
|
314K
$18.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
62K+ 67.61% |
$2.93M - $3.37M
|
154K
$9.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
53.9KNew |
$2.55M - $2.93M
|
53.9K
$3.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
50.3KNew |
$2.38M - $2.73M
|
50.3K
$3.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47.9K+ 212.6% |
$2.26M - $2.6M
|
70.4K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.2K+ 4.79% |
$2.23M - $2.56M
|
1.03M
$62.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
38.7K+ 301.52% |
$1.83M - $2.1M
|
51.5K
$3.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
38.4KNew |
$1.82M - $2.08M
|
38.4K
$2.31M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
34.7KNew |
$1.64M - $1.88M
|
34.7K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34.1KNew |
$1.61M - $1.85M
|
34.1K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
34K+ 255.64% |
$1.61M - $1.85M
|
47.3K
$2.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
31.4KNew |
$1.48M - $1.7M
|
31.4K
$1.89M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
29.9KNew |
$1.41M - $1.62M
|
29.9K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28.9KNew |
$1.37M - $1.57M
|
28.9K
$1.74M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
28.5KNew |
$1.35M - $1.55M
|
28.5K
$1.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 6.61% |
$1.28M - $1.47M
|
436K
$26.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
26.9KNew |
$1.27M - $1.46M
|
26.9K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
26.4K+ 1037.22% |
$1.25M - $1.43M
|
28.9K
$1.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.3K+ 107.83% |
$1.15M - $1.32M
|
46.7K
$2.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.1K+ 7.5% |
$1.09M - $1.25M
|
331K
$19.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
21.6KNew |
$1.02M - $1.17M
|
21.6K
$1.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.6K+ 22.73% |
$1.02M - $1.17M
|
116K
$7.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
20.9K+ 26.95% |
$991K - $1.14M
|
98.7K
$5.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 66.22% |
$964K - $1.11M
|
51.2K
$3.08M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20K+ 89.77% |
$944K - $1.08M
|
42.2K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.7K+ 23.24% |
$930K - $1.07M
|
104K
$6.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
19.6KNew |
$925K - $1.06M
|
19.6K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.8K+ 17.79% |
$889K - $1.02M
|
124K
$7.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.8K+ 15.36% |
$887K - $1.02M
|
141K
$8.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 303.18% |
$852K - $978K
|
23.9K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17KNew |
$805K - $924K
|
17K
$1.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
16.5KNew |
$782K - $897K
|
16.5K
$996K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.4K+ 12.81% |
$729K - $837K
|
136K
$8.18M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.2KNew |
$720K - $827K
|
15.2K
$917K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
14.5K+ 4.54% |
$687K - $789K
|
335K
$20.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.9K+ 1813.8% |
$659K - $756K
|
14.7K
$885K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
13.8KNew |
$654K - $750K
|
13.8K
$833K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
13.1KNew |
$618K - $710K
|
13.1K
$788K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.1KNew |
$574K - $659K
|
12.1K
$732K
|