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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-186- 2.85% |
$10.1K - $10.8K
|
6.35K
$383K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7.5KNew |
$408K - $434K
|
7.5K
$453K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
103New |
$5.6K - $5.96K
|
103
$6.22K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
100+ 100.0% |
$5.44K - $5.79K
|
200
$12.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-160- 15.83% |
$8.7K - $9.26K
|
851
$51.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
450New |
$24.5K - $26K
|
450
$27.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-164- 0.98% |
$8.92K - $9.49K
|
16.6K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-20K- 30.81% |
$1.09M - $1.16M
|
44.8K
$2.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
52.5KNew |
$2.85M - $3.04M
|
52.5K
$3.17M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.05K- 18.3% |
$57.1K - $60.8K
|
4.69K
$283K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
858New |
$46.6K - $49.6K
|
858
$51.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
104KNew |
$5.65M - $6.02M
|
104K
$6.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
204New |
$11.1K - $11.8K
|
204
$12.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-108- 0.38% |
$5.87K - $6.25K
|
28.5K
$1.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
261New |
$14.2K - $15.1K
|
261
$15.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-138- 1.66% |
$7.5K - $7.98K
|
8.16K
$493K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
21.6KNew |
$1.17M - $1.25M
|
21.6K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-162- 0.66% |
$8.81K - $9.37K
|
24.3K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
7.62KNew |
$414K - $441K
|
7.62K
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-322- 52.53% |
$17.5K - $18.6K
|
291
$17.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-178- 1.74% |
$9.68K - $10.3K
|
10K
$607K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-102- 24.29% |
$5.54K - $5.9K
|
318
$19.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-350K- 99.19% |
$19M - $20.3M
|
2.84K
$172K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-221- 5.5% |
$12K - $12.8K
|
3.8K
$229K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.61K - $2.78K
|
48
$2.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-300- 50.0% |
$16.3K - $17.4K
|
300
$18.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.68KNew |
$91.2K - $97K
|
1.68K
$101K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
94+ 0.28% |
$5.11K - $5.44K
|
33.6K
$2.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.21KNew |
$229K - $244K
|
4.21K
$254K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.25K+ 15.02% |
$394K - $419K
|
55.5K
$3.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-373- 69.2% |
$20.3K - $21.6K
|
166
$10K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-221- 83.4% |
$12K - $12.8K
|
44
$2.66K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-45- 0.31% |
$2.45K - $2.6K
|
14.6K
$880K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-450- 9.39% |
$24.5K - $26K
|
4.34K
$262K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18New |
$978 - $1.04K
|
18
$1.09K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-935- 18.95% |
$50.8K - $54.1K
|
4K
$241K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-70- 0.27% |
$3.81K - $4.05K
|
25.6K
$1.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12New |
$652 - $694
|
12
$724
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.78K- 12.64% |
$96.8K - $103K
|
12.3K
$743K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 5.88% |
$16.3K - $17.4K
|
4.8K
$290K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
18.1KNew |
$984K - $1.05M
|
18.1K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
810+ 21.88% |
$44K - $46.9K
|
4.51K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-282- 30.82% |
$15.3K - $16.3K
|
633
$38.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150New |
$8.15K - $8.68K
|
150
$9.06K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-140- 14.29% |
$7.61K - $8.1K
|
840
$50.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.11KNew |
$115K - $122K
|
2.11K
$128K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
246+ 91.11% |
$13.4K - $14.2K
|
516
$31.2K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
150+ 56.82% |
$7.91K - $8.8K
|
414
$25K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 45.73% |
$15.8K - $17.6K
|
356
$21.5K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-365- 92.41% |
$19.2K - $21.4K
|
30
$1.81K
|
|