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 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-26.5K- 3.52% |
$1.18M - $1.43M
|
724K
$44.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-26.5K- 11.71% |
$1.18M - $1.43M
|
200K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-26.7K- 48.59% |
$1.19M - $1.44M
|
28.2K
$1.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-27.4K- 46.68% |
$1.22M - $1.48M
|
31.3K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31.6K- 20.7% |
$1.4M - $1.71M
|
121K
$7.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-34.5K- 26.42% |
$1.54M - $1.87M
|
96.2K
$5.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-39.7K- 58.69% |
$1.76M - $2.15M
|
27.9K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.9K- 1.37% |
$2.04M - $2.48M
|
3.3M
$201M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-47.5K- 64.64% |
$2.11M - $2.57M
|
26K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-48.8K- 91.35% |
$2.17M - $2.64M
|
4.62K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-49.3K- 42.54% |
$2.19M - $2.67M
|
66.6K
$4.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50.4K- 53.95% |
$2.24M - $2.73M
|
43K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-53.4K- 31.21% |
$2.37M - $2.89M
|
118K
$7.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-66.7K- 21.56% |
$2.97M - $3.61M
|
243K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-74.5K- 12.36% |
$3.31M - $4.03M
|
528K
$32.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.1K- 17.68% |
$3.65M - $4.44M
|
382K
$23.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84K- 27.81% |
$3.74M - $4.55M
|
218K
$13.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-92.4K- 89.35% |
$4.11M - $5M
|
11K
$670K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96K- 20.18% |
$4.27M - $5.19M
|
380K
$23.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-107K- 4.9% |
$4.76M - $5.79M
|
2.08M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-150K- 42.56% |
$6.67M - $8.11M
|
202K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-164K- 41.2% |
$7.27M - $8.85M
|
233K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-293K- 40.53% |
$13M - $15.8M
|
429K
$26.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-397K- 97.96% |
$17.6M - $21.5M
|
8.26K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-492K- 17.64% |
$21.9M - $26.6M
|
2.3M
$140M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-931K- 98.15% |
$41.4M - $50.4M
|
17.6K
$1.07M
|