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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
98.9K+ 20997.03% |
$4.4M - $5.35M
|
99.4K
$6.09M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.02KNew |
$134K - $164K
|
3.02K
$185K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
720New |
$32K - $39K
|
720
$44.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.1KNew |
$48.9K - $59.5K
|
1.1K
$67.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
294New |
$13.1K - $15.9K
|
294
$18K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2KNew |
$97.9K - $119K
|
2.2K
$135K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.44KNew |
$63.9K - $77.8K
|
1.44K
$88.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
161New |
$7.16K - $8.71K
|
161
$9.87K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
CALL |
12KNew |
$534K - $649K
|
12K
$736K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.18K- 19.35% |
$97K - $118K
|
9.09K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.51K- 51.84% |
$67K - $81.6K
|
1.4K
$85.9K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-151- 1.6% |
$6.71K - $8.17K
|
9.29K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
50KNew |
$2.22M - $2.71M
|
50K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
196New |
$8.71K - $10.6K
|
196
$12K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.12K+ 2.5% |
$94.3K - $115K
|
86.9K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
360New |
$16K - $19.5K
|
360
$22.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
390New |
$17.3K - $21.1K
|
390
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
27.5KNew |
$1.22M - $1.49M
|
27.5K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-6.78K- 99.44% |
$301K - $367K
|
38
$2.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
51.7KNew |
$2.3M - $2.8M
|
51.7K
$3.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 5.04% |
$4.45K - $5.41K
|
1.88K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.8KNew |
$80K - $97.4K
|
1.8K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 2.76% |
$889 - $1.08K
|
704
$43.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
60New |
$2.67K - $3.25K
|
60
$3.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.05K- 21.97% |
$46.8K - $56.9K
|
3.74K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.01K- 46.11% |
$267K - $325K
|
7.02K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.85KNew |
$216K - $262K
|
4.85K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-282- 31.54% |
$12.5K - $15.3K
|
612
$37.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
189New |
$8.4K - $10.2K
|
189
$11.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-799- 50.6% |
$35.5K - $43.2K
|
780
$47.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.85% |
$44.5 - $54.1
|
119
$7.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.72KNew |
$299K - $363K
|
6.72K
$412K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-200- 89.29% |
$8.89K - $10.8K
|
24
$1.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-944- 98.74% |
$42K - $51.1K
|
12
$736
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-236- 11.59% |
$10.5K - $12.8K
|
1.8K
$110K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
96New |
$4.27K - $5.2K
|
96
$5.89K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1K- 49.55% |
$44.5K - $54.2K
|
1.02K
$62.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-27.4K- 46.68% |
$1.22M - $1.48M
|
31.3K
$1.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-49.3K- 42.54% |
$2.19M - $2.67M
|
66.6K
$4.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-2.51K- 80.97% |
$112K - $136K
|
590
$36.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-46- 6.8% |
$2.05K - $2.49K
|
630
$38.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
437K+ 16.6% |
$19.4M - $23.6M
|
3.07M
$188M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$44.5 - $54.1
|
201
$12.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-864- 14.54% |
$38.4K - $46.8K
|
5.08K
$311K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-114- 30.4% |
$5.07K - $6.17K
|
261
$16K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
959New |
$42.6K - $51.9K
|
959
$58.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
6.26KNew |
$278K - $339K
|
6.26K
$384K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.63K+ 25.0% |
$206K - $250K
|
23.1K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.44K- 25.48% |
$64.2K - $78.1K
|
4.22K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-281- 73.37% |
$12.5K - $15.2K
|
102
$6.25K
|