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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
899+ 21.19% |
$42.5K - $48.8K
|
5.14K
$310K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
890New |
$42.1K - $48.3K
|
890
$53.6K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
886+ 11.33% |
$41.9K - $48.1K
|
8.71K
$525K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
880New |
$41.6K - $47.8K
|
880
$53K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
843New |
$39.9K - $45.8K
|
843
$50.8K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
827+ 24.25% |
$39.1K - $44.9K
|
4.24K
$255K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
795New |
$37.6K - $43.2K
|
795
$47.9K
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
690+ 5.2% |
$32.6K - $37.5K
|
14K
$841K
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
666New |
$31.5K - $36.2K
|
666
$40.1K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
638+ 1.72% |
$30.2K - $34.6K
|
37.8K
$2.27M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$28.4K - $32.6K
|
600
$36.1K
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
599+ 6.58% |
$28.3K - $32.5K
|
9.71K
$585K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
567+ 1.9% |
$26.8K - $30.8K
|
30.4K
$1.83M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
522New |
$24.7K - $28.3K
|
522
$31.4K
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
522+ 6.64% |
$24.7K - $28.3K
|
8.38K
$505K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
501New |
$23.7K - $27.2K
|
501
$30.2K
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
483+ 1.19% |
$22.8K - $26.2K
|
41K
$2.47M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
481+ 5.22% |
$22.7K - $26.1K
|
9.69K
$584K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
469+ 1.6% |
$22.2K - $25.5K
|
29.8K
$1.8M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
436New |
$20.6K - $23.7K
|
436
$26.3K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
398+ 2.13% |
$18.8K - $21.6K
|
19.1K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
374+ 2876.92% |
$17.7K - $20.3K
|
387
$23.3K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
371New |
$17.5K - $20.1K
|
371
$22.3K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
363+ 16.41% |
$17.2K - $19.7K
|
2.58K
$155K
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
347+ 6.37% |
$16.4K - $18.8K
|
5.79K
$349K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
324+ 7.6% |
$15.3K - $17.6K
|
4.59K
$276K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
318New |
$15K - $17.3K
|
318
$19.2K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
300New |
$14.2K - $16.3K
|
300
$18.1K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
240New |
$11.3K - $13K
|
240
$14.5K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
240+ 44.44% |
$11.3K - $13K
|
780
$47K
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
237+ 1.34% |
$11.2K - $12.9K
|
17.9K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
218+ 0.76% |
$10.3K - $11.8K
|
29.1K
$1.75M
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
217+ 0.27% |
$10.3K - $11.8K
|
79.5K
$4.79M
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
190+ 3.56% |
$8.99K - $10.3K
|
5.53K
$333K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
182New |
$8.61K - $9.88K
|
182
$11K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
180+ 2.58% |
$8.51K - $9.77K
|
7.15K
$431K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
180+ 2.58% |
$8.51K - $9.77K
|
7.15K
$431K
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
180+ 21.43% |
$8.51K - $9.77K
|
1.02K
$61.4K
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
168+ 0.93% |
$7.94K - $9.12K
|
18.2K
$1.1M
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
156+ 0.16% |
$7.38K - $8.47K
|
96.1K
$5.79M
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
132New |
$6.24K - $7.16K
|
132
$7.95K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
117+ 57.07% |
$5.53K - $6.35K
|
322
$19.4K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
108+ 0.84% |
$5.11K - $5.86K
|
12.9K
$779K
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
105+ 2.45% |
$4.97K - $5.7K
|
4.39K
$264K
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
BUY
|
- |
100+ 133.33% |
$4.73K - $5.43K
|
175
$10.5K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
88+ 30.56% |
$4.16K - $4.78K
|
376
$22.6K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
64+ 0.76% |
$3.03K - $3.47K
|
8.53K
$514K
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
59+ 0.94% |
$2.79K - $3.2K
|
6.33K
$381K
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
48+ 0.72% |
$2.27K - $2.61K
|
6.68K
$402K
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
41+ 0.52% |
$1.94K - $2.23K
|
7.96K
$479K
|