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 |
|---|---|---|---|---|---|---|---|
|
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
$65K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.85K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.85K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Westchester Capital Management, LLC
Valhalla, NY |
SELL
|
PUT |
-198KClosed |
$10.5M - $11.6M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-7.58KClosed |
$402K - $443K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-10KClosed |
$530K - $585K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-900Closed |
$47.7K - $52.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-42Closed |
$2.22K - $2.45K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-357Closed |
$18.9K - $20.9K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1KClosed |
$53K - $58.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-265- 28.77% |
$14K - $15.5K
|
656
$39.6K
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-784Closed |
$41.5K - $45.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-659Closed |
$34.9K - $38.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-749Closed |
$39.7K - $43.8K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.85K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.89KClosed |
$100K - $110K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Well Done, LLC
|
SELL
|
- |
-2.66KClosed |
$141K - $155K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9Closed |
$477 - $526
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
SELL
|
- |
-17.4KClosed |
$921K - $1.02M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.54KClosed |
$134K - $148K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.43KClosed |
$129K - $142K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-671Closed |
$35.5K - $39.2K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-628Closed |
$33.3K - $36.7K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-7.64KClosed |
$404K - $446K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-151Closed |
$8K - $8.83K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-20.3KClosed |
$1.08M - $1.19M
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 10, 2024
Q4 2020
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-12.8K- 83.12% |
$630K - $698K
|
2.6K
$157K
|
|
|
Feb 09, 2021
Q4 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.1KClosed |
$202K - $224K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Swarthmore Group Inc
|
SELL
|
- |
-24.5KClosed |
$1.21M - $1.34M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2Closed |
$98.5 - $109
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-385Closed |
$19K - $21K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-5.84KClosed |
$288K - $319K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-6.27KClosed |
$309K - $342K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.98KNew |
$294K - $326K
|
5.98K
$361K
|
|
|
Jan 12, 2021
Q4 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.13KClosed |
$55.7K - $61.8K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$261K - $304K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-197Closed |
$8.72K - $10.2K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.78KClosed |
$300K - $350K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-35Closed |
$1.55K - $1.81K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
12.6KNew |
$557K - $649K
|
12.6K
$759K
|
|