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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.94K- 14.54% |
$91.9K - $106K
|
11.4K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2K- 4.04% |
$94.6K - $109K
|
47.5K
$2.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.03K- 3.01% |
$96K - $110K
|
65.5K
$3.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.03K- 3.41% |
$96.2K - $110K
|
57.6K
$3.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.05K- 2.39% |
$96.9K - $111K
|
83.8K
$5.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.07K- 1.7% |
$97.7K - $112K
|
119K
$7.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.09K- 5.56% |
$98.7K - $113K
|
35.4K
$2.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.14K- 3.43% |
$101K - $116K
|
60.1K
$3.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.14K- 9.22% |
$101K - $116K
|
21.1K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.18K- 18.3% |
$103K - $119K
|
9.75K
$587K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.19K- 29.3% |
$103K - $119K
|
5.28K
$318K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.22K- 4.78% |
$105K - $121K
|
44.2K
$2.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.33K- 3.66% |
$110K - $126K
|
61.2K
$3.69M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.34K- 1.86% |
$111K - $127K
|
124K
$7.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.37K- 7.24% |
$112K - $129K
|
30.4K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.44K- 52.65% |
$115K - $132K
|
2.19K
$132K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.49K- 6.57% |
$118K - $135K
|
35.4K
$2.13M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.61K- 2.07% |
$124K - $142K
|
123K
$7.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.67K- 7.71% |
$126K - $145K
|
32K
$1.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.7K- 12.92% |
$128K - $147K
|
18.2K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.86K- 19.99% |
$135K - $155K
|
11.4K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.15K- 8.21% |
$149K - $171K
|
35.2K
$2.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.31K- 7.38% |
$156K - $180K
|
41.5K
$2.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.33K- 29.84% |
$157K - $181K
|
7.83K
$472K
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.41K- 15.94% |
$161K - $185K
|
18K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.51K- 31.91% |
$166K - $190K
|
7.48K
$451K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.52K- 34.44% |
$166K - $191K
|
6.7K
$404K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.66K- 8.79% |
$173K - $198K
|
37.9K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-3.66K- 5.02% |
$173K - $199K
|
69.3K
$4.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.71K- 0.25% |
$176K - $202K
|
1.49M
$89.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.74K- 4.94% |
$177K - $203K
|
72K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.8K- 3.2% |
$180K - $206K
|
115K
$6.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.85K- 14.45% |
$182K - $209K
|
22.8K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4K- 8.01% |
$189K - $217K
|
45.9K
$2.76M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.32K- 22.35% |
$204K - $234K
|
15K
$904K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.39K- 14.94% |
$208K - $238K
|
25K
$1.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.52K- 17.98% |
$214K - $246K
|
20.6K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.62K- 31.25% |
$218K - $251K
|
10.2K
$612K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.76K- 12.09% |
$225K - $258K
|
34.6K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.76K- 33.94% |
$225K - $258K
|
9.27K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-4.84K- 55.74% |
$229K - $263K
|
3.85K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.95K- 1.93% |
$234K - $269K
|
252K
$15.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.97K- 5.06% |
$235K - $270K
|
93.1K
$5.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.03K- 4.15% |
$238K - $273K
|
116K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.1K- 7.63% |
$241K - $277K
|
61.7K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.12K- 4.24% |
$242K - $278K
|
116K
$6.97M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.12K- 4.24% |
$242K - $278K
|
116K
$6.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.24K- 51.98% |
$248K - $284K
|
4.84K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.32K- 40.76% |
$252K - $289K
|
7.73K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.38K- 4.48% |
$254K - $292K
|
115K
$6.91M
|