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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.2K+ 74.5% |
$1.12M - $1.25M
|
49.7K
$3.05M
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-286- 47.43% |
$15.1K - $16.8K
|
317
$19.4K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
58New |
$3.06K - $3.4K
|
58
$3.56K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
555New |
$29.3K - $32.6K
|
555
$34K
|
|
May 13, 2024
Q1 2024
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
15.5KNew |
$817K - $910K
|
15.5K
$950K
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.1K- 0.41% |
$57.7K - $64.3K
|
268K
$16.5M
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.7KNew |
$248K - $276K
|
4.7K
$288K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.19KNew |
$221K - $246K
|
4.19K
$257K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.65KNew |
$193K - $214K
|
3.65K
$224K
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
125+ 3.18% |
$6.59K - $7.34K
|
4.05K
$248K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
56New |
$2.95K - $3.29K
|
56
$3.43K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.56KNew |
$187K - $209K
|
3.56K
$218K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.17K+ 107.27% |
$167K - $186K
|
6.13K
$376K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-605- 14.68% |
$31.9K - $35.5K
|
3.52K
$216K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
53.5KNew |
$2.82M - $3.14M
|
53.5K
$3.28M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.24K- 14.8% |
$65.2K - $72.6K
|
7.12K
$437K
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.61KNew |
$190K - $212K
|
3.61K
$221K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$7.36K
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$210K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-731- 4.02% |
$38.5K - $42.9K
|
17.4K
$1.07M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.31K- 29.09% |
$491K - $546K
|
22.7K
$1.39M
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
314+ 3.77% |
$16.6K - $18.4K
|
8.64K
$530K
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$210K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-12.3K- 43.99% |
$648K - $721K
|
15.6K
$959K
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$31.6K - $35.2K
|
600
$36.8K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.7KNew |
$618K - $688K
|
11.7K
$719K
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
6KNew |
$316K - $352K
|
6K
$368K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.9K- 4.33% |
$153K - $170K
|
64.1K
$3.93M
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8K- 32.0% |
$422K - $469K
|
17K
$1.04M
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2.24KNew |
$118K - $132K
|
2.24K
$137K
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-328- 76.64% |
$17.3K - $19.2K
|
100
$6.13K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$7.36K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.65KNew |
$193K - $214K
|
3.65K
$224K
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-173- 0.46% |
$9.12K - $10.2K
|
37.3K
$2.29M
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
138New |
$7.28K - $8.1K
|
138
$8.46K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
101KNew |
$5.32M - $5.92M
|
101K
$6.19M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-800- 15.09% |
$42.2K - $46.9K
|
4.5K
$276K
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5.74K- 34.69% |
$302K - $337K
|
10.8K
$662K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.47% |
$52.7 - $58.7
|
214
$13.1K
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
444+ 0.48% |
$23.4K - $26.1K
|
93.8K
$5.75M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
744+ 2.42% |
$39.2K - $43.7K
|
31.4K
$1.93M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
134K+ 1148.47% |
$7.04M - $7.84M
|
145K
$8.9M
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-23- 0.62% |
$1.21K - $1.35K
|
3.7K
$227K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-510- 2.71% |
$26.9K - $29.9K
|
18.3K
$1.12M
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.58KNew |
$189K - $210K
|
3.58K
$220K
|
|
Q4 2023 | |||||||
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5.78KNew |
$257K - $313K
|
5.78K
$355K
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 0.25% |
$622 - $758
|
5.57K
$341K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
152New |
$6.76K - $8.23K
|
152
$9.32K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50Closed |
$2.22K - $2.71K
|
0
$0
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
98.9K+ 20997.03% |
$4.4M - $5.35M
|
99.4K
$6.09M
|