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 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
29+ 0.13% |
$1.37K - $1.57K
|
21.6K
$1.3M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 0.26% |
$1.09K - $1.25K
|
8.91K
$537K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
20+ 0.37% |
$946 - $1.09K
|
5.38K
$324K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
19New |
$899 - $1.03K
|
19
$1.14K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$851 - $977
|
18
$1.08K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18New |
$851 - $977
|
18
$1.08K
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$851 - $977
|
19.8K
$1.19M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
15New |
$709 - $814
|
15
$903
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
13+ 0.13% |
$615 - $706
|
9.83K
$592K
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11+ 1.7% |
$520 - $597
|
658
$39.6K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10New |
$473 - $543
|
10
$602
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$473 - $543
|
10
$602
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8+ 0.17% |
$378 - $434
|
4.8K
$289K
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
6+ 0.05% |
$284 - $326
|
13.1K
$787K
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
6+ 0.36% |
$284 - $326
|
1.67K
$101K
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
4+ 0.04% |
$189 - $217
|
9.64K
$581K
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
4+ 0.04% |
$189 - $217
|
10.3K
$621K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.2% |
$142 - $163
|
1.53K
$91.9K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$47.3 - $54.3
|
152
$9.15K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.02% |
$47.3 - $54.3
|
6.18K
$372K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$47.3 - $54.3
|
1.44K
$86.9K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.25% |
$47.3 - $54.3
|
81
$4.88K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.04% |
$47.3 - $54.3
|
2.85K
$171K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.29% |
$47.3 - $54.3
|
349
$21K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1- 0.01% |
$47.3 - $54.3
|
6.75K
$407K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.83% |
$47.3 - $54.3
|
119
$7.17K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 2.78% |
$142 - $163
|
105
$6.32K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-12- 25.53% |
$567 - $651
|
35
$2.11K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-12- 3.33% |
$567 - $651
|
348
$21K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-17- 0.24% |
$804 - $923
|
7.16K
$431K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-23- 4.16% |
$1.09K - $1.25K
|
530
$31.9K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-28- 0.54% |
$1.32K - $1.52K
|
5.15K
$310K
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-37- 0.06% |
$1.75K - $2.01K
|
60.1K
$3.62M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-43- 0.1% |
$2.03K - $2.33K
|
41.6K
$2.51M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-46- 0.2% |
$2.18K - $2.5K
|
23K
$1.39M
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-46- 0.21% |
$2.18K - $2.5K
|
22.1K
$1.33M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-49- 0.9% |
$2.32K - $2.66K
|
5.4K
$325K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-59- 2.15% |
$2.79K - $3.2K
|
2.69K
$162K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-60- 2.36% |
$2.84K - $3.26K
|
2.49K
$150K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-63- 1.28% |
$2.98K - $3.42K
|
4.87K
$293K
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-68- 1.18% |
$3.22K - $3.69K
|
5.68K
$342K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-72- 16.78% |
$3.4K - $3.91K
|
357
$21.5K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-77- 56.2% |
$3.64K - $4.18K
|
60
$3.61K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-85- 1.14% |
$4.02K - $4.61K
|
7.4K
$445K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-90- 1.02% |
$4.26K - $4.89K
|
8.75K
$527K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-90- 42.25% |
$4.26K - $4.89K
|
123
$7.41K
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-92- 0.27% |
$4.35K - $4.99K
|
33.4K
$2.01M
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 23.81% |
$4.73K - $5.43K
|
320
$19.3K
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-100- 3.13% |
$4.73K - $5.43K
|
3.1K
$187K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-105- 0.28% |
$4.97K - $5.7K
|
37.7K
$2.27M
|