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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
348+ 1.82% |
$16.8K - $20.1K
|
19.5K
$1.13M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
409KNew |
$19.7M - $23.6M
|
409K
$23.7M
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
322+ 2.74% |
$15.5K - $18.6K
|
12.1K
$700K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
54New |
$2.6K - $3.12K
|
54
$3.13K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-500- 89.29% |
$24.1K - $28.9K
|
60
$3.48K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.18K+ 186.67% |
$56.7K - $67.9K
|
1.81K
$105K
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 1.17% |
$28.9K - $34.7K
|
50.7K
$2.94M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.02K- 37.54% |
$242K - $290K
|
8.35K
$484K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11KClosed |
$528K - $633K
|
0
$0
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
450New |
$21.7K - $26K
|
450
$26.1K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.4KNew |
$67.2K - $80.6K
|
1.4K
$80.8K
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.92KNew |
$285K - $342K
|
5.92K
$343K
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-651- 67.39% |
$31.4K - $37.6K
|
315
$18.3K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.37K- 55.79% |
$259K - $310K
|
4.26K
$247K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
836+ 1.22% |
$40.3K - $48.3K
|
69.2K
$4.01M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
933New |
$45K - $53.9K
|
933
$54.1K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53New |
$2.55K - $3.06K
|
53
$3.07K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-182- 1.32% |
$8.77K - $10.5K
|
13.6K
$789K
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
240New |
$11.6K - $13.9K
|
240
$13.9K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
770New |
$37.1K - $44.5K
|
770
$44.6K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-64- 2.15% |
$3.08K - $3.7K
|
2.92K
$169K
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-240- 3.65% |
$11.6K - $13.9K
|
6.34K
$367K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$48.2K - $57.8K
|
1K
$57.9K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
264New |
$12.7K - $15.2K
|
264
$15.3K
|
|
Q2 2023 | |||||||
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
210New |
$11.1K - $12K
|
210
$12.2K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.5K+ 23.47% |
$79K - $85.7K
|
7.89K
$457K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$1.26K - $1.37K
|
24
$1.39K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.34K- 70.86% |
$70.7K - $76.7K
|
552
$32K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
28New |
$1.48K - $1.6K
|
28
$1.62K
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
158KNew |
$8.32M - $9.03M
|
158K
$9.15M
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.44KNew |
$234K - $254K
|
4.44K
$257K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$10.5K - $11.4K
|
200
$11.6K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
219+ 429.41% |
$11.5K - $12.5K
|
270
$15.6K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
450New |
$23.7K - $25.7K
|
450
$26.1K
|
|
Aug 14, 2023
Q2 2023
|
Blackstone Inc
New York, NY |
BUY
|
PUT |
200KNew |
$10.5M - $11.4M
|
200K
$11.6M
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.29KNew |
$279K - $302K
|
5.29K
$306K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-131- 5.94% |
$6.9K - $7.49K
|
2.08K
$120K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-192- 4.32% |
$10.1K - $11K
|
4.25K
$246K
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.2KNew |
$853K - $926K
|
16.2K
$938K
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-569- 1.84% |
$30K - $32.5K
|
30.3K
$1.75M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
122+ 1.32% |
$6.43K - $6.97K
|
9.34K
$541K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-623- 13.98% |
$32.8K - $35.6K
|
3.83K
$222K
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
31KNew |
$1.63M - $1.77M
|
31K
$1.8M
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.48K- 2.41% |
$130K - $141K
|
100K
$5.81M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
655+ 8.95% |
$34.5K - $37.4K
|
7.97K
$462K
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-75- 42.86% |
$3.95K - $4.29K
|
100
$5.79K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
279+ 3.06% |
$14.7K - $16K
|
9.38K
$544K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
6New |
$316 - $343
|
6
$348
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
54+ 19.15% |
$2.84K - $3.09K
|
336
$19.5K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.06KNew |
$214K - $232K
|
4.06K
$235K
|