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 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.28K- 78.16% |
$101K - $123K
|
636
$39K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-50- 54.35% |
$2.22K - $2.71K
|
42
$2.58K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
34.6K+ 6.78% |
$1.54M - $1.87M
|
545K
$33.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 62.5% |
$8.89K - $10.8K
|
120
$7.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
66New |
$2.93K - $3.57K
|
66
$4.05K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.38K- 42.59% |
$150K - $183K
|
4.56K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.79KNew |
$169K - $205K
|
3.79K
$233K
|
|
| 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
$368
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-295- 0.76% |
$14.2K - $17K
|
38.5K
$2.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-12- 66.67% |
$578 - $693
|
6
$368
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.03K+ 4.9% |
$97.7K - $117K
|
43.4K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
510New |
$24.6K - $29.5K
|
510
$31.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
5.17KNew |
$249K - $298K
|
5.17K
$317K
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$948K - $1.14M
|
19.7K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-128- 10.67% |
$6.17K - $7.39K
|
1.07K
$65.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-80.9K- 42.07% |
$3.9M - $4.68M
|
111K
$6.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-222- 15.4% |
$10.7K - $12.8K
|
1.22K
$74.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
22.3K+ 26.66% |
$1.07M - $1.29M
|
106K
$6.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15KNew |
$724K - $868K
|
15K
$922K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
603New |
$29.1K - $34.8K
|
603
$37K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.02K+ 0.65% |
$49.1K - $58.9K
|
157K
$9.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
40New |
$1.93K - $2.31K
|
40
$2.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.24K- 4.65% |
$204K - $245K
|
86.8K
$5.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.52K+ 12.01% |
$169K - $203K
|
32.8K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.52K- 20.15% |
$73.2K - $87.8K
|
6.03K
$369K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.36K+ 7.0% |
$114K - $136K
|
36.1K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.18K- 17.23% |
$153K - $184K
|
15.3K
$936K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.5K- 8.26% |
$648K - $777K
|
149K
$9.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
111K+ 135.82% |
$5.35M - $6.41M
|
193K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
225K+ 68.65% |
$10.8M - $13M
|
553K
$33.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
538New |
$25.9K - $31.1K
|
538
$33K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 50.35% |
$118K - $141K
|
7.29K
$447K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.52K- 18.78% |
$266K - $319K
|
23.9K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
348+ 1.82% |
$16.8K - $20.1K
|
19.5K
$1.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
409KNew |
$19.7M - $23.6M
|
409K
$25.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
322+ 2.74% |
$15.5K - $18.6K
|
12.1K
$741K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
54New |
$2.6K - $3.12K
|
54
$3.31K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-500- 89.29% |
$24.1K - $28.9K
|
60
$3.68K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.18K+ 186.67% |
$56.7K - $67.9K
|
1.81K
$111K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.02K- 37.54% |
$242K - $290K
|
8.35K
$512K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11KClosed |
$528K - $633K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.4KNew |
$67.2K - $80.6K
|
1.4K
$85.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.92KNew |
$285K - $342K
|
5.92K
$363K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.37K- 55.79% |
$259K - $310K
|
4.26K
$261K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
836+ 1.22% |
$40.3K - $48.3K
|
69.2K
$4.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
933New |
$45K - $53.9K
|
933
$57.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53New |
$2.55K - $3.06K
|
53
$3.25K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
240New |
$11.6K - $13.9K
|
240
$14.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
770New |
$37.1K - $44.5K
|
770
$47.2K
|
|