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 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-5.46K- 14.14% |
$258K - $296K
|
33.1K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.65K- 19.91% |
$267K - $307K
|
22.7K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-5.81K- 25.03% |
$275K - $315K
|
17.4K
$1.05M
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.91K- 18.78% |
$279K - $321K
|
25.6K
$1.54M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.11K- 25.28% |
$289K - $332K
|
18.1K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.18K- 4.72% |
$292K - $335K
|
125K
$7.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.23K- 44.73% |
$295K - $338K
|
7.7K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-7.26K- 43.65% |
$343K - $394K
|
9.36K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-7.47K- 82.5% |
$353K - $405K
|
1.58K
$95.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.72K- 10.73% |
$365K - $419K
|
64.2K
$3.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.91K- 66.21% |
$374K - $429K
|
4.04K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-8.23K- 3.81% |
$389K - $447K
|
208K
$12.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.41K- 8.09% |
$398K - $457K
|
95.6K
$5.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.51K- 48.26% |
$403K - $462K
|
9.13K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-9.23K- 52.29% |
$436K - $501K
|
8.42K
$507K
|
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-10K- 12.5% |
$473K - $543K
|
70K
$4.22M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10.9K- 11.34% |
$515K - $592K
|
85.2K
$5.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-11.6K- 31.73% |
$547K - $628K
|
24.9K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6K- 7.49% |
$549K - $631K
|
144K
$8.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.3K- 5.78% |
$583K - $669K
|
201K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.7K- 12.27% |
$601K - $690K
|
90.8K
$5.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.6K- 76.6% |
$643K - $739K
|
4.16K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 15.16% |
$646K - $742K
|
76.5K
$4.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14K- 12.89% |
$664K - $763K
|
94.9K
$5.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-14.2K- 17.26% |
$672K - $772K
|
68.2K
$4.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.5K- 5.34% |
$687K - $789K
|
257K
$15.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-14.7K- 12.85% |
$696K - $799K
|
99.8K
$6.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-15.3K- 58.97% |
$726K - $833K
|
10.7K
$643K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.7K- 9.32% |
$744K - $855K
|
153K
$9.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-16.8K- 5.47% |
$797K - $914K
|
291K
$17.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.2K- 2.56% |
$814K - $935K
|
656K
$39.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18.8K- 7.69% |
$888K - $1.02M
|
226K
$13.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-19.1K- 20.23% |
$904K - $1.04M
|
75.4K
$4.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.2K- 10.43% |
$908K - $1.04M
|
165K
$9.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.6K- 14.68% |
$974K - $1.12M
|
120K
$7.21M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-20.8K- 11.62% |
$983K - $1.13M
|
158K
$9.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 58.18% |
$1.03M - $1.18M
|
15.7K
$944K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.9K- 28.28% |
$1.08M - $1.25M
|
58.2K
$3.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-23.7K- 79.48% |
$1.12M - $1.28M
|
6.11K
$368K
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-28.8K- 10.3% |
$1.36M - $1.56M
|
251K
$15.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-29.3K- 14.42% |
$1.38M - $1.59M
|
174K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.2K- 2.15% |
$1.43M - $1.64M
|
1.37M
$82.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.6K- 5.37% |
$1.45M - $1.66M
|
540K
$32.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.8K- 6.4% |
$1.55M - $1.78M
|
480K
$28.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.2K- 3.04% |
$1.57M - $1.8M
|
1.06M
$63.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-34.5K- 9.1% |
$1.63M - $1.87M
|
344K
$20.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-34.6K- 8.7% |
$1.64M - $1.88M
|
363K
$21.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.3K- 9.86% |
$1.76M - $2.02M
|
341K
$20.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.6K- 89.7% |
$1.92M - $2.2M
|
4.66K
$280K
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-41.2K- 20.84% |
$1.95M - $2.23M
|
156K
$9.42M
|