Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
930K+ 5065.23% |
$41.3M - $50.3M
|
948K
$56.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
437K+ 16.6% |
$19.4M - $23.6M
|
3.07M
$181M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
430K+ 22.43% |
$19.1M - $23.3M
|
2.35M
$139M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
386KNew |
$17.1M - $20.9M
|
386K
$22.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
350K+ 5532.72% |
$15.6M - $18.9M
|
356K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
329KNew |
$14.6M - $17.8M
|
329K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
259K+ 32.0% |
$11.5M - $14M
|
1.07M
$63.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
178KNew |
$7.92M - $9.64M
|
178K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
175K+ 46.26% |
$7.79M - $9.48M
|
554K
$32.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
157K+ 5.0% |
$6.98M - $8.5M
|
3.3M
$195M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
129K+ 430.82% |
$5.74M - $6.98M
|
159K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
117K+ 660.75% |
$5.19M - $6.32M
|
134K
$7.95M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
116KNew |
$5.15M - $6.27M
|
116K
$6.85M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
108KNew |
$4.78M - $5.82M
|
108K
$6.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
99.4KNew |
$4.42M - $5.38M
|
99.4K
$5.88M
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
98.9K+ 20997.03% |
$4.4M - $5.35M
|
99.4K
$5.88M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
96.1KNew |
$4.27M - $5.2M
|
96.1K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
90.7KNew |
$4.03M - $4.91M
|
90.7K
$5.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
89.2KNew |
$3.96M - $4.83M
|
89.2K
$5.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82.7KNew |
$3.68M - $4.48M
|
82.7K
$4.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
80K+ 6.43% |
$3.56M - $4.33M
|
1.32M
$78.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
74KNew |
$3.29M - $4.01M
|
74K
$4.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
73.6KNew |
$3.27M - $3.98M
|
73.6K
$4.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.6K+ 24.17% |
$3.18M - $3.87M
|
368K
$21.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
70.2K+ 5.58% |
$3.12M - $3.8M
|
1.33M
$78.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
67KNew |
$2.98M - $3.62M
|
67K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64.5KNew |
$2.87M - $3.49M
|
64.5K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
64.3K+ 44.05% |
$2.86M - $3.48M
|
210K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53.2K+ 423.67% |
$2.37M - $2.88M
|
65.8K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
52.1K+ 3172.67% |
$2.32M - $2.82M
|
53.8K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
52KNew |
$2.31M - $2.81M
|
52K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
51.7KNew |
$2.3M - $2.8M
|
51.7K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
50K+ 612.5% |
$2.22M - $2.7M
|
58.1K
$3.44M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
43.8KNew |
$1.95M - $2.37M
|
43.8K
$2.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
43.8KNew |
$1.95M - $2.37M
|
43.8K
$2.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
37.5KNew |
$1.67M - $2.03M
|
37.5K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36.5K+ 123.66% |
$1.62M - $1.98M
|
66.1K
$3.91M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
34.9K+ 158.05% |
$1.55M - $1.89M
|
57K
$3.37M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
34.6K+ 6.78% |
$1.54M - $1.87M
|
545K
$32.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
34K+ 51.45% |
$1.51M - $1.84M
|
100K
$5.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
33.4KNew |
$1.49M - $1.81M
|
33.4K
$1.98M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
28K+ 37.21% |
$1.24M - $1.51M
|
103K
$6.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.9K+ 16.46% |
$1.24M - $1.51M
|
197K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
27.5KNew |
$1.22M - $1.49M
|
27.5K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
26.2KNew |
$1.16M - $1.42M
|
26.2K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25KNew |
$1.11M - $1.35M
|
25K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
22K+ 61.59% |
$976K - $1.19M
|
57.6K
$3.41M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21K+ 88.39% |
$932K - $1.13M
|
44.7K
$2.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20.3KNew |
$903K - $1.1M
|
20.3K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.4KNew |
$684K - $833K
|
15.4K
$910K
|