Latest Institutional Transactions on Ishares Tr Dow Jones Us Medica (IHI)
This table provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
175+ 3.43% |
$9.23K - $10.3K
|
5.28K
$306K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-813- 10.07% |
$42.9K - $47.7K
|
7.26K
$421K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-185- 1.59% |
$9.75K - $10.9K
|
11.5K
$665K
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-53- 0.43% |
$2.79K - $3.11K
|
12.2K
$707K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.19KNew |
$221K - $246K
|
4.19K
$243K
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
120+ 3.09% |
$6.33K - $7.04K
|
4K
$232K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-266- 2.86% |
$14K - $15.6K
|
9.02K
$524K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15New |
$791 - $880
|
15
$871
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-78- 4.87% |
$4.11K - $4.58K
|
1.52K
$88.5K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.85K- 34.76% |
$97.3K - $108K
|
3.46K
$201K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.65KNew |
$193K - $214K
|
3.65K
$212K
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 16.67% |
$10.5K - $11.7K
|
1K
$58.1K
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
125+ 3.18% |
$6.59K - $7.34K
|
4.05K
$235K
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.36% |
$5.27K - $5.87K
|
7.24K
$420K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
461New |
$24.3K - $27.1K
|
461
$26.8K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.53KNew |
$186K - $207K
|
3.53K
$205K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
56New |
$2.95K - $3.29K
|
56
$3.25K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.45K+ 27.34% |
$235K - $261K
|
20.7K
$1.2M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 3.34% |
$7.12K - $7.92K
|
3.91K
$227K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.56KNew |
$187K - $209K
|
3.56K
$206K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.17K+ 107.27% |
$167K - $186K
|
6.13K
$356K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-605- 14.68% |
$31.9K - $35.5K
|
3.52K
$204K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
53.5KNew |
$2.82M - $3.14M
|
53.5K
$3.11M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.24K- 14.8% |
$65.2K - $72.6K
|
7.12K
$413K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-149- 4.01% |
$7.86K - $8.74K
|
3.57K
$207K
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.61KNew |
$190K - $212K
|
3.61K
$209K
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
3.76KNew |
$198K - $221K
|
3.76K
$218K
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
3.67KNew |
$193K - $215K
|
3.67K
$213K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$6.97K
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$199K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-731- 4.02% |
$38.5K - $42.9K
|
17.4K
$1.01M
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
97.4K+ 291.33% |
$5.13M - $5.71M
|
131K
$7.59M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.31K- 29.09% |
$491K - $546K
|
22.7K
$1.32M
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
314+ 3.77% |
$16.6K - $18.4K
|
8.64K
$502K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-450- 6.34% |
$23.7K - $26.4K
|
6.65K
$386K
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.8K- 33.68% |
$94.9K - $106K
|
3.55K
$206K
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$199K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-12.3K- 43.99% |
$648K - $721K
|
15.6K
$908K
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$31.6K - $35.2K
|
600
$34.8K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.7KNew |
$618K - $688K
|
11.7K
$680K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.82K- 88.59% |
$95.8K - $107K
|
234
$13.6K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 1.95% |
$2.64K - $2.93K
|
2.52K
$146K
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
6KNew |
$316K - $352K
|
6K
$348K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.9K- 4.33% |
$153K - $170K
|
64.1K
$3.72M
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8K- 32.0% |
$422K - $469K
|
17K
$987K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
950New |
$50.1K - $55.7K
|
950
$55.2K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2.24KNew |
$118K - $132K
|
2.24K
$130K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-115- 1.31% |
$6.06K - $6.75K
|
8.68K
$504K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-108- 0.75% |
$5.69K - $6.34K
|
14.3K
$829K
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-328- 76.64% |
$17.3K - $19.2K
|
100
$5.81K
|