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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-27.4K- 46.68% |
$1.22M - $1.48M
|
31.3K
$2.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-49.3K- 42.54% |
$2.19M - $2.67M
|
66.6K
$4.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-2.51K- 80.97% |
$112K - $136K
|
590
$38K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-46- 6.8% |
$2.05K - $2.49K
|
630
$40.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
437K+ 16.6% |
$19.4M - $23.6M
|
3.07M
$197M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$44.5 - $54.1
|
201
$12.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-864- 14.54% |
$38.4K - $46.8K
|
5.08K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-114- 30.4% |
$5.07K - $6.17K
|
261
$16.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
959New |
$42.6K - $51.9K
|
959
$61.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
6.26KNew |
$278K - $339K
|
6.26K
$403K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.63K+ 25.0% |
$206K - $250K
|
23.1K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
386KNew |
$17.1M - $20.9M
|
386K
$24.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.44K- 25.48% |
$64.2K - $78.1K
|
4.22K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-281- 73.37% |
$12.5K - $15.2K
|
102
$6.56K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.28K- 78.16% |
$101K - $123K
|
636
$40.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5.26K- 51.45% |
$234K - $284K
|
4.96K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-50- 54.35% |
$2.22K - $2.71K
|
42
$2.7K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
34.6K+ 6.78% |
$1.54M - $1.87M
|
545K
$35M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 62.5% |
$8.89K - $10.8K
|
120
$7.72K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
66New |
$2.93K - $3.57K
|
66
$4.25K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$70.5K - $85.8K
|
1.59K
$102K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.38K- 42.59% |
$150K - $183K
|
4.56K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$44.5 - $54.1
|
153
$9.85K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.79KNew |
$169K - $205K
|
3.79K
$244K
|
|
| Q3 2023 | |||||||
|
Feb 07, 2025
Q3 2023
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-20KClosed |
$964K - $1.16M
|
0
$0
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 70.0% |
$675 - $809
|
6
$386
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-295- 0.76% |
$14.2K - $17K
|
38.5K
$2.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-12- 66.67% |
$578 - $693
|
6
$386
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.03K+ 4.9% |
$97.7K - $117K
|
43.4K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
510New |
$24.6K - $29.5K
|
510
$32.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.25K+ 30.28% |
$301K - $361K
|
26.9K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
5.17KNew |
$249K - $298K
|
5.17K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$948K - $1.14M
|
19.7K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-128- 10.67% |
$6.17K - $7.39K
|
1.07K
$69K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-80.9K- 42.07% |
$3.9M - $4.68M
|
111K
$7.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-222- 15.4% |
$10.7K - $12.8K
|
1.22K
$78.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
22.3K+ 26.66% |
$1.07M - $1.29M
|
106K
$6.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15KNew |
$724K - $868K
|
15K
$967K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
603New |
$29.1K - $34.8K
|
603
$38.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.02K+ 0.65% |
$49.1K - $58.9K
|
157K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
40New |
$1.93K - $2.31K
|
40
$2.57K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.24K- 4.65% |
$204K - $245K
|
86.8K
$5.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.52K+ 12.01% |
$169K - $203K
|
32.8K
$2.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.52K- 20.15% |
$73.2K - $87.8K
|
6.03K
$388K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.36K+ 7.0% |
$114K - $136K
|
36.1K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.18K- 17.23% |
$153K - $184K
|
15.3K
$982K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.5K- 8.26% |
$648K - $777K
|
149K
$9.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
111K+ 135.82% |
$5.35M - $6.41M
|
193K
$12.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
225K+ 68.65% |
$10.8M - $13M
|
553K
$35.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
538New |
$25.9K - $31.1K
|
538
$34.6K
|
|