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 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-105- 39.77% |
$4.97K - $5.7K
|
159
$9.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-113- 1.01% |
$5.34K - $6.13K
|
11.1K
$669K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-121- 0.48% |
$5.72K - $6.57K
|
24.9K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-122- 0.81% |
$5.77K - $6.62K
|
14.9K
$899K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-144- 1.91% |
$6.81K - $7.82K
|
7.38K
$444K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-148- 23.72% |
$7K - $8.03K
|
476
$28.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 1.54% |
$7.09K - $8.14K
|
9.6K
$578K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-150- 1.49% |
$7.09K - $8.14K
|
9.95K
$599K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-155- 1.56% |
$7.33K - $8.41K
|
9.8K
$590K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-160- 2.57% |
$7.57K - $8.68K
|
6.06K
$365K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-162- 62.79% |
$7.66K - $8.79K
|
96
$5.78K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-171- 1.54% |
$8.09K - $9.28K
|
10.9K
$659K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-171- 1.31% |
$8.09K - $9.28K
|
12.9K
$776K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-177- 3.35% |
$8.37K - $9.61K
|
5.11K
$308K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-198- 2.51% |
$9.36K - $10.7K
|
7.7K
$464K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-203- 1.26% |
$9.6K - $11K
|
15.9K
$958K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-207- 2.09% |
$9.79K - $11.2K
|
9.7K
$584K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-213- 2.33% |
$10.1K - $11.6K
|
8.92K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-214- 3.04% |
$10.1K - $11.6K
|
6.83K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-218- 4.87% |
$10.3K - $11.8K
|
4.25K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 5.14% |
$11.8K - $13.6K
|
4.62K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-256- 0.84% |
$12.1K - $13.9K
|
30.1K
$1.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-258- 5.55% |
$12.2K - $14K
|
4.39K
$264K
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-270- 2.14% |
$12.8K - $14.7K
|
12.4K
$744K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-274- 2.0% |
$13K - $14.9K
|
13.4K
$808K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-281- 1.4% |
$13.3K - $15.3K
|
19.8K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-282- 5.1% |
$13.3K - $15.3K
|
5.25K
$316K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-286- 1.75% |
$13.5K - $15.5K
|
16.1K
$967K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-300- 4.4% |
$14.2K - $16.3K
|
6.53K
$393K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 0.79% |
$14.2K - $16.3K
|
37.5K
$2.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-310- 94.51% |
$14.7K - $16.8K
|
18
$1.08K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-318- 4.71% |
$15K - $17.3K
|
6.44K
$388K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-338- 3.55% |
$16K - $18.3K
|
9.17K
$552K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-363- 15.63% |
$17.2K - $19.7K
|
1.96K
$118K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-388- 0.7% |
$18.3K - $21.1K
|
55K
$3.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-390- 7.58% |
$18.4K - $21.2K
|
4.75K
$286K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-422- 0.15% |
$20K - $22.9K
|
278K
$16.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-455- 0.84% |
$21.5K - $24.7K
|
53.9K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-516- 0.53% |
$24.4K - $28K
|
96.9K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-537- 7.08% |
$25.4K - $29.1K
|
7.05K
$424K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-550- 11.76% |
$26K - $29.9K
|
4.13K
$249K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-581- 10.78% |
$27.5K - $31.5K
|
4.81K
$290K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-600- 6.69% |
$28.4K - $32.6K
|
8.37K
$504K
|
|
|
Jan 05, 2023
Q4 2022
|
Spence Asset Management
|
SELL
|
- |
-601- 3.16% |
$28.4K - $32.6K
|
18.4K
$1.11M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-625- 2.88% |
$29.6K - $33.9K
|
21.1K
$1.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-642- 5.25% |
$30.4K - $34.8K
|
11.6K
$697K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-659- 28.48% |
$31.2K - $35.8K
|
1.66K
$99.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-712- 1.95% |
$33.7K - $38.6K
|
35.8K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-715- 5.01% |
$33.8K - $38.8K
|
13.6K
$816K
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-727- 2.75% |
$34.4K - $39.5K
|
25.7K
$1.55M
|