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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-634- 13.42% |
$30.2K - $39.4K
|
4.09K
$263K
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-176KClosed |
$8.37M - $10.9M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$191 - $249
|
9.37K
$603K
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7.2KNew |
$343K - $448K
|
7.2K
$463K
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-20Closed |
$953 - $1.24K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
997+ 94.77% |
$47.5K - $62K
|
2.05K
$132K
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-5.93KClosed |
$283K - $369K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-5.5KClosed |
$262K - $342K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 6.93% |
$335K - $438K
|
94.5K
$6.08M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-456Closed |
$21.7K - $28.4K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-600- 33.33% |
$28.6K - $37.3K
|
1.2K
$77.2K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.27KClosed |
$203K - $266K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3.81KClosed |
$182K - $237K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-485KClosed |
$23.1M - $30.1M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-450- 5.9% |
$21.4K - $28K
|
7.17K
$461K
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-318- 0.97% |
$15.2K - $19.8K
|
32.5K
$2.09M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3.44KClosed |
$164K - $214K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13New |
$619 - $809
|
13
$837
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
238+ 3.08% |
$11.3K - $14.8K
|
7.96K
$512K
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-136KClosed |
$6.47M - $8.45M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.12% |
$47.7 - $62.2
|
838
$53.9K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-426Closed |
$20.3K - $26.5K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-591- 1.7% |
$28.2K - $36.8K
|
34.2K
$2.2M
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
65New |
$3.1K - $4.04K
|
65
$4.18K
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-594- 9.87% |
$28.3K - $36.9K
|
5.42K
$349K
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-22.6KClosed |
$1.08M - $1.41M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-8.13KClosed |
$387K - $506K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-7.46KClosed |
$356K - $464K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.73KClosed |
$178K - $232K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-6.38KClosed |
$304K - $397K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-410Closed |
$19.5K - $25.5K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7.83KClosed |
$373K - $487K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-400- 0.81% |
$19.1K - $24.9K
|
48.7K
$3.13M
|
|
Jul 13, 2022
Q2 2022
|
Jvl Associates LLC
|
SELL
|
- |
-3.72KClosed |
$177K - $231K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-41.2KClosed |
$1.96M - $2.56M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-5KClosed |
$238K - $311K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-533- 1.81% |
$25.4K - $33.2K
|
29K
$1.86M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.7KClosed |
$176K - $230K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-941Closed |
$44.8K - $58.5K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.83K+ 5668.0% |
$135K - $176K
|
2.88K
$186K
|
|
Q1 2022 | |||||||
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-49.9KClosed |
$2.79M - $3.26M
|
0
$0
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
325New |
$18.1K - $21.3K
|
325
$20.9K
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-485- 11.77% |
$27.1K - $31.7K
|
3.63K
$234K
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.28KClosed |
$183K - $214K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.32KClosed |
$185K - $217K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
90New |
$5.03K - $5.89K
|
90
$5.79K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5.01KClosed |
$280K - $328K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-49KClosed |
$2.74M - $3.21M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.2KClosed |
$178K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.2KClosed |
$458K - $536K
|
0
$0
|