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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.23K- 24.17% |
$64.8K - $70.3K
|
3.86K
$233K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-220- 1.4% |
$11.6K - $12.6K
|
15.4K
$933K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.61KNew |
$190K - $206K
|
3.61K
$218K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.06KNew |
$372K - $404K
|
7.06K
$426K
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.07K- 7.98% |
$478K - $519K
|
105K
$6.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-57- 1.45% |
$3K - $3.26K
|
3.88K
$234K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
330+ 8.87% |
$17.4K - $18.9K
|
4.05K
$245K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.58KNew |
$189K - $205K
|
3.58K
$216K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
263+ 1.37% |
$13.9K - $15K
|
19.4K
$1.17M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 4.99% |
$55.5K - $60.3K
|
22.2K
$1.34M
|
|
| Q1 2023 | |||||||
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.46KClosed |
$427K - $474K
|
0
$0
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.2KClosed |
$60.6K - $67.3K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
768+ 512.0% |
$38.8K - $43.1K
|
918
$55.4K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
44New |
$2.22K - $2.47K
|
44
$2.66K
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.98MNew |
$100M - $111M
|
1.98M
$120M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-228- 8.11% |
$11.5K - $12.8K
|
2.59K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.8KNew |
$394K - $437K
|
7.8K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
120New |
$6.06K - $6.73K
|
120
$7.24K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.4K- 66.67% |
$272K - $303K
|
2.7K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
74New |
$3.73K - $4.15K
|
74
$4.47K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-302- 7.53% |
$15.2K - $16.9K
|
3.71K
$224K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
2.3K+ 12.17% |
$116K - $129K
|
21.2K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
209New |
$10.5K - $11.7K
|
209
$12.6K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
384KNew |
$19.4M - $21.6M
|
384K
$23.2M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
65New |
$3.28K - $3.64K
|
65
$3.92K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$1.01K - $1.12K
|
20
$1.21K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
320New |
$16.1K - $17.9K
|
320
$19.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
150New |
$7.57K - $8.41K
|
150
$9.06K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$750K - $833K
|
14.9K
$897K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$1.06K - $1.18K
|
21
$1.27K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-132Closed |
$6.66K - $7.4K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-45.6K- 88.61% |
$2.3M - $2.56M
|
5.87K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
827New |
$41.7K - $46.4K
|
827
$49.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
450New |
$22.7K - $25.2K
|
450
$27.2K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-604- 38.87% |
$30.5K - $33.9K
|
950
$57.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.11K- 22.93% |
$56K - $62.2K
|
3.73K
$225K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
32New |
$1.61K - $1.79K
|
32
$1.93K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-24.1K- 18.74% |
$1.21M - $1.35M
|
104K
$6.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.02% |
$50.5 - $56.1
|
4.39K
$265K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-48- 0.72% |
$2.42K - $2.69K
|
6.63K
$400K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
707New |
$35.7K - $39.6K
|
707
$42.7K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.23K+ 108.22% |
$200K - $229K
|
8.13K
$491K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.25KNew |
$201K - $231K
|
4.25K
$257K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$473 - $543
|
10
$604
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.87K- 7.02% |
$88.2K - $101K
|
24.7K
$1.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.25% |
$47.3 - $54.3
|
81
$4.89K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
501New |
$23.7K - $27.2K
|
501
$30.2K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-218- 4.87% |
$10.3K - $11.8K
|
4.25K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-12- 3.33% |
$567 - $651
|
348
$21K
|
|