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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
72+ 0.1% |
$3.92K - $4.3K
|
70.9K
$4.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.07KNew |
$330K - $363K
|
6.07K
$366K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-1.19K- 2.68% |
$64.9K - $71.4K
|
43.4K
$2.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4.25KNew |
$231K - $254K
|
4.25K
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-28.4K- 53.47% |
$1.54M - $1.7M
|
24.7K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.02K- 8.31% |
$164K - $180K
|
33.3K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-197- 2.37% |
$10.7K - $11.8K
|
8.13K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
2.91KNew |
$158K - $174K
|
2.91K
$176K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-198K- 18.33% |
$10.8M - $11.8M
|
883K
$53.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-380K- 98.96% |
$20.7M - $22.7M
|
4K
$241K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-38.1K- 51.93% |
$2.07M - $2.28M
|
35.2K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-415- 2.65% |
$22.6K - $24.8K
|
15.2K
$920K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
592New |
$32.2K - $35.4K
|
592
$35.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.07K+ 7.79% |
$58.2K - $64K
|
14.8K
$895K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.57K- 21.05% |
$140K - $153K
|
9.62K
$581K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-217- 1.3% |
$11.8K - $13K
|
16.5K
$995K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-450- 19.82% |
$24.5K - $26.9K
|
1.82K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-408- 4.16% |
$22.2K - $24.4K
|
9.4K
$567K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-449- 4.05% |
$24.4K - $26.8K
|
10.6K
$641K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.68K+ 13.08% |
$91.5K - $101K
|
14.5K
$878K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.16K- 15.7% |
$62.8K - $69K
|
6.2K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.82K+ 3.74% |
$154K - $169K
|
78.3K
$4.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.5K+ 641.03% |
$81.6K - $89.7K
|
1.73K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.76K- 15.32% |
$150K - $165K
|
15.3K
$921K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-439- 2.41% |
$23.9K - $26.2K
|
17.8K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.13% |
$598 - $657
|
8.46K
$511K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.6K- 14.26% |
$196K - $215K
|
21.6K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 0.53% |
$2.07K - $2.27K
|
7.21K
$435K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.6K- 7.14% |
$250K - $275K
|
59.7K
$3.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-681- 8.17% |
$37K - $40.7K
|
7.66K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.09% |
$54.4 - $59.8
|
1.14K
$68.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-233- 6.26% |
$12.7K - $13.9K
|
3.49K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.52KNew |
$463K - $509K
|
8.52K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.46K- 42.03% |
$134K - $147K
|
3.39K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$54.4 - $59.8
|
7.24K
$437K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
277+ 20.7% |
$15.1K - $16.6K
|
1.62K
$97.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.97K+ 1.88% |
$162K - $178K
|
161K
$9.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.97K- 8.89% |
$107K - $118K
|
20.2K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-258- 2.01% |
$14K - $15.4K
|
12.6K
$761K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
537+ 11.69% |
$29.2K - $32.1K
|
5.13K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.06% |
$163 - $179
|
4.95K
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-315- 8.33% |
$17.1K - $18.8K
|
3.47K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-376- 3.28% |
$20.4K - $22.5K
|
11.1K
$669K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-10.9K- 59.05% |
$592K - $651K
|
7.56K
$456K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-749- 9.57% |
$40.7K - $44.8K
|
7.08K
$427K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-710- 12.23% |
$38.6K - $42.4K
|
5.1K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.47K- 5.84% |
$79.7K - $87.6K
|
23.6K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-4.19K- 7.91% |
$228K - $250K
|
48.8K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.81K- 27.25% |
$98.5K - $108K
|
4.84K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.82K- 5.53% |
$98.8K - $109K
|
31.1K
$1.88M
|