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 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 20.96% |
$571K - $655K
|
69.6K
$4.19M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.1K+ 23.89% |
$526K - $603K
|
57.7K
$3.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
11KNew |
$522K - $599K
|
11K
$665K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
10KNew |
$473K - $543K
|
10K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.97KNew |
$472K - $541K
|
9.97K
$601K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9.59KNew |
$453K - $520K
|
9.59K
$577K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
9.47KNew |
$448K - $514K
|
9.47K
$570K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.31K+ 9.74% |
$440K - $505K
|
105K
$6.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.31K+ 55.56% |
$440K - $505K
|
26.1K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.29K+ 2.62% |
$439K - $504K
|
364K
$21.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.12K+ 1.16% |
$431K - $495K
|
797K
$48M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.98KNew |
$425K - $487K
|
8.98K
$541K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.68K+ 19.93% |
$411K - $471K
|
52.3K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.46K+ 3.83% |
$400K - $459K
|
229K
$13.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.9KNew |
$374K - $429K
|
7.9K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.51KNew |
$355K - $408K
|
7.51K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.24K+ 51.27% |
$343K - $393K
|
21.4K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.09K+ 160.83% |
$335K - $385K
|
11.5K
$693K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.02KNew |
$332K - $381K
|
7.02K
$423K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.01KNew |
$331K - $380K
|
7.01K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.81K+ 3.89% |
$322K - $369K
|
182K
$10.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.57KNew |
$311K - $357K
|
6.57K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6.44K+ 5.28% |
$305K - $350K
|
128K
$7.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.43KNew |
$304K - $349K
|
6.43K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.42K+ 20.33% |
$304K - $348K
|
38K
$2.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.22KNew |
$294K - $338K
|
6.22K
$375K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6.2K+ 33.24% |
$293K - $337K
|
24.9K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.13KNew |
$290K - $333K
|
6.13K
$369K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6.03K+ 4.84% |
$285K - $328K
|
131K
$7.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
6K+ 17.05% |
$284K - $326K
|
41.2K
$2.48M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.51KNew |
$261K - $299K
|
5.51K
$332K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.13KNew |
$243K - $278K
|
5.13K
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.71KNew |
$223K - $256K
|
4.71K
$284K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.71KNew |
$223K - $256K
|
4.71K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.41K+ 36.51% |
$209K - $240K
|
16.5K
$994K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
4.38KNew |
$207K - $238K
|
4.38K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.37K+ 6.93% |
$206K - $237K
|
67.4K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.31K+ 19.2% |
$204K - $234K
|
26.7K
$1.61M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.25KNew |
$201K - $231K
|
4.25K
$256K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.24K+ 11.22% |
$201K - $230K
|
42K
$2.53M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.23K+ 108.22% |
$200K - $229K
|
8.13K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.18KNew |
$198K - $227K
|
4.18K
$252K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.01KNew |
$190K - $218K
|
4.01K
$242K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
BUY
|
- |
4KNew |
$189K - $217K
|
4K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.97KNew |
$188K - $215K
|
3.97K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.95K+ 1.47% |
$187K - $214K
|
273K
$16.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.9KNew |
$184K - $211K
|
3.9K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
3.9KNew |
$184K - $211K
|
3.9K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.89KNew |
$184K - $211K
|
3.89K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.83KNew |
$181K - $208K
|
3.83K
$231K
|