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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
625+ 500.0% |
$37.8K - $42K
|
750
$41.9K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
240+ 500.0% |
$14.5K - $16.1K
|
288
$16.1K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
750+ 500.0% |
$45.3K - $50.4K
|
900
$50.2K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4K+ 500.0% |
$242K - $269K
|
4.8K
$268K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
500+ 500.0% |
$30.2K - $33.6K
|
600
$33.5K
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
625+ 500.0% |
$37.8K - $42K
|
750
$41.9K
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-200Closed |
$12.1K - $13.4K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
260+ 500.0% |
$15.7K - $17.5K
|
312
$17.4K
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
75+ 500.0% |
$4.53K - $5.04K
|
90
$5.02K
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-650Closed |
$39.3K - $43.6K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-725Closed |
$39.9K - $43.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-100Closed |
$5.51K - $6.06K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
677New |
$37.3K - $41K
|
677
$37.8K
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07KClosed |
$114K - $125K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-215Closed |
$11.8K - $13K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-62Closed |
$3.41K - $3.76K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-47Closed |
$2.59K - $2.85K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.6KClosed |
$802K - $883K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$716 - $788
|
13
$726
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.15KClosed |
$504K - $554K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
SELL
|
- |
-897Closed |
$49.4K - $54.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-353Closed |
$19.4K - $21.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11KClosed |
$607K - $668K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.65KClosed |
$90.6K - $99.7K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.58KClosed |
$362K - $399K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-833Closed |
$45.9K - $50.5K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-663Closed |
$36.5K - $40.2K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-881Closed |
$48.5K - $53.4K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.31KClosed |
$292K - $322K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-137Closed |
$7.54K - $8.3K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65KClosed |
$90.8K - $100K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-808Closed |
$44.5K - $49K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.68KClosed |
$147K - $162K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-892Closed |
$49.1K - $54.1K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-26Closed |
$1.43K - $1.58K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-172Closed |
$9.47K - $10.4K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.26KClosed |
$125K - $137K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-854Closed |
$47K - $51.8K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.26KClosed |
$180K - $198K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-6.23KClosed |
$343K - $378K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-774Closed |
$42.6K - $46.9K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.73KClosed |
$150K - $165K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.12KClosed |
$227K - $250K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.37KClosed |
$241K - $265K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-784Closed |
$43.2K - $47.5K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.15KClosed |
$284K - $312K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-34Closed |
$1.87K - $2.06K
|
0
$0
|
|
Q1 2021 | |||||||
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-16Closed |
$848 - $935
|
0
$0
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-676- 38.58% |
$35.8K - $39.5K
|
1.08K
$60.1K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.85K
|
0
$0
|