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 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-604- 38.87% |
$30.5K - $33.9K
|
950
$61.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.11K- 22.93% |
$56K - $62.2K
|
3.73K
$240K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
32New |
$1.61K - $1.79K
|
32
$2.06K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-24.1K- 18.74% |
$1.21M - $1.35M
|
104K
$6.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.02% |
$50.5 - $56.1
|
4.39K
$282K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-48- 0.72% |
$2.42K - $2.69K
|
6.63K
$427K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
707New |
$35.7K - $39.6K
|
707
$45.5K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.23K+ 108.22% |
$200K - $229K
|
8.13K
$523K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.25KNew |
$201K - $231K
|
4.25K
$274K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$473 - $543
|
10
$644
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.87K- 7.02% |
$88.2K - $101K
|
24.7K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.25% |
$47.3 - $54.3
|
81
$5.21K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
501New |
$23.7K - $27.2K
|
501
$32.2K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-218- 4.87% |
$10.3K - $11.8K
|
4.25K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-12- 3.33% |
$567 - $651
|
348
$22.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.44K- 52.65% |
$115K - $132K
|
2.19K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.09KNew |
$51.3K - $58.9K
|
1.09K
$69.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
3.6KNew |
$170K - $195K
|
3.6K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
240New |
$11.3K - $13K
|
240
$15.4K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.83KNew |
$181K - $208K
|
3.83K
$247K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 5.14% |
$11.8K - $13.6K
|
4.62K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.21KNew |
$105K - $120K
|
2.21K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.97KNew |
$472K - $541K
|
9.97K
$642K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.82KNew |
$86.3K - $99K
|
1.82K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.89KNew |
$184K - $211K
|
3.89K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.56K+ 95.59% |
$73.8K - $84.7K
|
3.19K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-778- 15.15% |
$36.8K - $42.2K
|
4.36K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
240+ 44.44% |
$11.3K - $13K
|
780
$50.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.4K- 23.74% |
$66.2K - $75.9K
|
4.49K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
117+ 57.07% |
$5.53K - $6.35K
|
322
$20.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
182New |
$8.61K - $9.88K
|
182
$11.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
666New |
$31.5K - $36.2K
|
666
$42.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
436New |
$20.6K - $23.7K
|
436
$28.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.82KNew |
$181K - $207K
|
3.82K
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 35.72% |
$135K - $155K
|
10.9K
$699K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
3.9KNew |
$184K - $211K
|
3.9K
$251K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.6K- 89.7% |
$1.92M - $2.2M
|
4.66K
$300K
|
|
|
Feb 07, 2023
Q4 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.35K+ 15.58% |
$63.8K - $73.3K
|
10K
$645K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-85- 1.14% |
$4.02K - $4.61K
|
7.4K
$476K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-256- 0.84% |
$12.1K - $13.9K
|
30.1K
$1.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-550- 11.76% |
$26K - $29.9K
|
4.13K
$266K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-162- 62.79% |
$7.66K - $8.79K
|
96
$6.18K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$28.4K - $32.6K
|
600
$38.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.43KNew |
$304K - $349K
|
6.43K
$414K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-286- 1.75% |
$13.5K - $15.5K
|
16.1K
$1.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-12- 25.53% |
$567 - $651
|
35
$2.25K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-388- 0.7% |
$18.3K - $21.1K
|
55K
$3.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 61.64% |
$66.1K - $75.9K
|
870
$56K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.01KNew |
$331K - $380K
|
7.01K
$451K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
31.4KNew |
$1.48M - $1.7M
|
31.4K
$2.02M
|
|