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 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.82KNew |
$181K - $207K
|
3.82K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.66K+ 3.26% |
$173K - $199K
|
116K
$6.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.61KNew |
$171K - $196K
|
3.61K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.61K+ 60.1% |
$171K - $196K
|
9.61K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.56K+ 4.39% |
$168K - $193K
|
84.6K
$5.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.27K+ 34.71% |
$155K - $178K
|
12.7K
$765K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.03K+ 2.18% |
$143K - $164K
|
142K
$8.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.93K+ 36.42% |
$139K - $159K
|
11K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.89K+ 182.69% |
$137K - $157K
|
4.48K
$270K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 35.72% |
$135K - $155K
|
10.9K
$654K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.8KNew |
$132K - $152K
|
2.8K
$169K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.66K+ 1.64% |
$126K - $144K
|
165K
$9.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.6K+ 25.42% |
$123K - $141K
|
12.8K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.59K+ 5.73% |
$123K - $141K
|
47.8K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.59K+ 1133.77% |
$122K - $140K
|
2.81K
$169K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.56K+ 19.88% |
$121K - $139K
|
15.4K
$929K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.49K+ 2.52% |
$118K - $135K
|
101K
$6.09M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.48K+ 3.22% |
$117K - $135K
|
79.5K
$4.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.46K+ 3.12% |
$116K - $133K
|
81.2K
$4.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.46K+ 21.55% |
$116K - $133K
|
13.9K
$835K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.42K+ 14.31% |
$114K - $131K
|
19.3K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.32K+ 24.14% |
$110K - $126K
|
11.9K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.25K+ 15.54% |
$106K - $122K
|
16.7K
$1.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.23KNew |
$105K - $121K
|
2.23K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.21KNew |
$105K - $120K
|
2.21K
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.09K+ 6953.33% |
$98.6K - $113K
|
2.12K
$127K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2K+ 3.06% |
$94.4K - $108K
|
67.2K
$4.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.95K+ 4.02% |
$92.4K - $106K
|
50.5K
$3.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.92K+ 19.74% |
$90.8K - $104K
|
11.6K
$701K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.9K+ 6.9% |
$90K - $103K
|
29.5K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.82KNew |
$86.3K - $99K
|
1.82K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.8KNew |
$85.1K - $97.7K
|
1.8K
$108K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$80K - $91.8K
|
1.69K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.67K+ 13.08% |
$79.2K - $90.9K
|
14.5K
$872K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.6KNew |
$75.7K - $86.8K
|
1.6K
$96.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.56K+ 3.81% |
$73.9K - $84.8K
|
42.6K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.56K+ 95.59% |
$73.8K - $84.7K
|
3.19K
$192K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
1.55KNew |
$73.5K - $84.4K
|
1.55K
$93.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.4K+ 8.72% |
$66.1K - $75.9K
|
17.4K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.35K+ 15.58% |
$63.8K - $73.3K
|
10K
$603K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.32K+ 6.68% |
$62.6K - $71.8K
|
21.1K
$1.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.27K+ 7.16% |
$60K - $68.9K
|
19K
$1.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.27K+ 210.83% |
$59.8K - $68.7K
|
1.87K
$112K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.2KNew |
$56.7K - $65.1K
|
1.2K
$72.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.11K+ 7.73% |
$52.4K - $60.2K
|
15.5K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.09KNew |
$51.3K - $58.9K
|
1.09K
$65.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
998+ 4.14% |
$47.2K - $54.2K
|
25.1K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
995New |
$47.1K - $54K
|
995
$59.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
923+ 0.39% |
$43.6K - $50.1K
|
239K
$14.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
919+ 3.23% |
$43.5K - $49.9K
|
29.4K
$1.77M
|