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 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-750- 7.8% |
$35.5K - $40.7K
|
8.87K
$534K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-756- 15.35% |
$35.8K - $41K
|
4.17K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-778- 15.15% |
$36.8K - $42.2K
|
4.36K
$262K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-781- 6.32% |
$36.9K - $42.4K
|
11.6K
$697K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-812- 26.91% |
$38.4K - $44.1K
|
2.21K
$133K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-847- 2.93% |
$40.1K - $46K
|
28K
$1.69M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-851- 9.27% |
$40.2K - $46.2K
|
8.33K
$502K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-875- 1.3% |
$41.4K - $47.5K
|
66.2K
$3.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-900- 60.0% |
$42.6K - $48.9K
|
600
$36.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-930- 50.05% |
$44K - $50.5K
|
928
$55.9K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-940- 6.61% |
$44.5K - $51K
|
13.3K
$800K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-949- 4.02% |
$44.9K - $51.5K
|
22.7K
$1.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-963- 7.18% |
$45.5K - $52.3K
|
12.5K
$750K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-966- 4.83% |
$45.7K - $52.4K
|
19K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-978- 3.8% |
$46.2K - $53.1K
|
24.7K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-990- 13.21% |
$46.8K - $53.7K
|
6.51K
$392K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-991- 15.48% |
$46.9K - $53.8K
|
5.41K
$326K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.07K- 0.62% |
$50.4K - $57.9K
|
171K
$10.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 17.78% |
$51.1K - $58.7K
|
5K
$301K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.09K- 4.86% |
$51.6K - $59.2K
|
21.4K
$1.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Palladiem, LLC
|
SELL
|
- |
-1.14K- 2.8% |
$54.1K - $62K
|
39.7K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.16K- 2.45% |
$55K - $63.2K
|
46.3K
$2.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.16K- 23.09% |
$55K - $63.2K
|
3.88K
$234K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.17K- 6.2% |
$55.3K - $63.5K
|
17.7K
$1.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.21K- 1.31% |
$57K - $65.5K
|
90.6K
$5.45M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.22K- 57.33% |
$57.5K - $66K
|
905
$54.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.23K- 63.66% |
$58.2K - $66.8K
|
702
$42.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.25K- 9.76% |
$58.9K - $67.6K
|
11.5K
$693K
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.25K- 1.36% |
$59.1K - $67.9K
|
90.5K
$5.45M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.25K- 6.43% |
$59.3K - $68K
|
18.2K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.26K- 2.4% |
$59.6K - $68.4K
|
51.1K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.32K- 52.65% |
$62.5K - $71.8K
|
1.19K
$71.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.34K- 1.54% |
$63.2K - $72.5K
|
85.2K
$5.13M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-1.34K- 14.89% |
$63.6K - $73K
|
7.68K
$463K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.39KClosed |
$65.8K - $75.6K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 61.64% |
$66.1K - $75.9K
|
870
$52.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.4K- 23.74% |
$66.2K - $75.9K
|
4.49K
$271K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.43K- 2.16% |
$67.4K - $77.3K
|
64.4K
$3.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.47K- 15.72% |
$69.3K - $79.5K
|
7.85K
$473K
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.59K- 2.33% |
$75K - $86.1K
|
66.6K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 4.75% |
$75.5K - $86.7K
|
32K
$1.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.63K- 5.18% |
$77.2K - $88.6K
|
29.9K
$1.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.67K- 17.29% |
$79K - $90.7K
|
8K
$482K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.72K- 20.69% |
$81.1K - $93.1K
|
6.58K
$396K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.78K- 7.97% |
$84K - $96.5K
|
20.5K
$1.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.8K- 13.47% |
$85.2K - $97.8K
|
11.6K
$697K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.83K- 2.62% |
$86.4K - $99.2K
|
67.8K
$4.09M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.86K- 6.82% |
$88K - $101K
|
25.4K
$1.53M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.87K- 7.02% |
$88.2K - $101K
|
24.7K
$1.49M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.93K- 20.48% |
$91.1K - $105K
|
7.48K
$451K
|