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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 35.72% |
$138K - $155K
|
10.9K
$599K
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
3.9KNew |
$189K - $211K
|
3.9K
$215K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.6K- 89.7% |
$1.96M - $2.2M
|
4.66K
$257K
|
|
Feb 07, 2023
Q4 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.35K+ 15.58% |
$65.4K - $73.3K
|
10K
$553K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-85- 1.14% |
$4.11K - $4.61K
|
7.4K
$408K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-256- 0.84% |
$12.4K - $13.9K
|
30.1K
$1.66M
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-550- 11.76% |
$26.6K - $29.9K
|
4.13K
$228K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-162- 62.79% |
$7.84K - $8.79K
|
96
$5.3K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$29K - $32.6K
|
600
$33.1K
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.43KNew |
$311K - $349K
|
6.43K
$355K
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-286- 1.75% |
$13.8K - $15.5K
|
16.1K
$886K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-12- 25.53% |
$581 - $651
|
35
$1.93K
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-388- 0.7% |
$18.8K - $21.1K
|
55K
$3.03M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 61.64% |
$67.7K - $75.9K
|
870
$48K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.01KNew |
$339K - $380K
|
7.01K
$387K
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
31.4KNew |
$1.52M - $1.7M
|
31.4K
$1.73M
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.22KNew |
$301K - $338K
|
6.22K
$343K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
4.38KNew |
$212K - $238K
|
4.38K
$242K
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.6K- 76.6% |
$659K - $739K
|
4.16K
$229K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.27K+ 210.83% |
$61.2K - $68.7K
|
1.87K
$103K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.07K- 1.7% |
$100K - $112K
|
119K
$6.58M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-49- 0.9% |
$2.37K - $2.66K
|
5.4K
$298K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.39KClosed |
$67.4K - $75.6K
|
0
$0
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-310- 94.51% |
$15K - $16.8K
|
18
$993
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-10K- 12.5% |
$484K - $543K
|
70K
$3.86M
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
16.5KNew |
$800K - $897K
|
16.5K
$912K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
880New |
$42.6K - $47.8K
|
880
$48.6K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$871 - $977
|
18
$993
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$81.9K - $91.8K
|
1.69K
$93.3K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
15New |
$726 - $814
|
15
$828
|
|
Q3 2022 | |||||||
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
195+ 0.11% |
$9.37K - $10.8K
|
180K
$9.95M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-312- 15.98% |
$15K - $17.3K
|
1.64K
$90.6K
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
41.8KNew |
$2.01M - $2.32M
|
41.8K
$2.31M
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 4.17% |
$240 - $278
|
115
$6.35K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
724New |
$34.8K - $40.2K
|
724
$40K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
280New |
$13.5K - $15.6K
|
280
$15.5K
|
|
Nov 14, 2022
Q3 2022
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-22.4K- 42.32% |
$1.08M - $1.25M
|
30.6K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$144 - $167
|
1.05K
$57.7K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.38KClosed |
$403K - $465K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-71.3K- 47.55% |
$3.43M - $3.96M
|
78.6K
$4.34M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.3K+ 170.96% |
$351K - $406K
|
11.6K
$638K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-200- 11.4% |
$9.61K - $11.1K
|
1.55K
$85.7K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.21K- 46.24% |
$106K - $123K
|
2.57K
$142K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-700- 5.39% |
$33.6K - $38.9K
|
12.3K
$678K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-485- 2.44% |
$23.3K - $26.9K
|
19.4K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
33.5K+ 1349.9% |
$1.61M - $1.86M
|
36K
$1.99M
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-29.7K- 99.66% |
$1.43M - $1.65M
|
100
$5.52K
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
994+ 10.13% |
$47.8K - $55.2K
|
10.8K
$596K
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7.32KNew |
$352K - $407K
|
7.32K
$404K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
603New |
$29K - $33.5K
|
603
$33.3K
|