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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2.17K+ 7.29% |
$114K - $127K
|
31.9K
$1.76M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-96- 1.49% |
$5.06K - $5.63K
|
6.35K
$351K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-110- 0.94% |
$5.8K - $6.45K
|
11.5K
$637K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
86+ 0.94% |
$4.53K - $5.05K
|
9.2K
$508K
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.2K+ 5.66% |
$696K - $775K
|
247K
$13.6M
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.54K- 33.37% |
$292K - $325K
|
11.1K
$611K
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.07K- 22.44% |
$109K - $121K
|
7.15K
$395K
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 16.67% |
$10.5K - $11.7K
|
1K
$55.2K
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
125+ 3.18% |
$6.59K - $7.34K
|
4.05K
$224K
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1.75K+ 4.01% |
$92.5K - $103K
|
45.5K
$2.51M
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.36% |
$5.27K - $5.87K
|
7.24K
$400K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-105K- 78.09% |
$5.53M - $6.16M
|
29.5K
$1.63M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-44.4K- 53.88% |
$2.34M - $2.61M
|
38K
$2.1M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.42K+ 236.67% |
$74.9K - $83.3K
|
2.02K
$112K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
461New |
$24.3K - $27.1K
|
461
$25.5K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.53KNew |
$186K - $207K
|
3.53K
$195K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-835- 8.17% |
$44K - $49K
|
9.39K
$519K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.12K- 20.07% |
$58.8K - $65.5K
|
4.45K
$246K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.5K- 20.44% |
$553K - $616K
|
40.8K
$2.26M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
56New |
$2.95K - $3.29K
|
56
$3.09K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.45K+ 27.34% |
$235K - $261K
|
20.7K
$1.15M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11KNew |
$580K - $646K
|
11K
$608K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
635+ 2.02% |
$33.5K - $37.3K
|
32K
$1.77M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-613- 10.29% |
$32.3K - $36K
|
5.35K
$295K
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$52.7 - $58.7
|
4.94K
$273K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132K+ 168.02% |
$6.97M - $7.75M
|
211K
$11.6M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
285+ 3.31% |
$15K - $16.7K
|
8.9K
$492K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 3.34% |
$7.12K - $7.92K
|
3.91K
$216K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.56KNew |
$187K - $209K
|
3.56K
$196K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.17K+ 107.27% |
$167K - $186K
|
6.13K
$338K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-605- 14.68% |
$31.9K - $35.5K
|
3.52K
$194K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-337- 1.81% |
$17.8K - $19.8K
|
18.3K
$1.01M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-413- 5.54% |
$21.8K - $24.2K
|
7.04K
$389K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
53.5KNew |
$2.82M - $3.14M
|
53.5K
$2.95M
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
190+ 2.01% |
$10K - $11.1K
|
9.63K
$532K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-143- 1.78% |
$7.54K - $8.39K
|
7.88K
$435K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-186- 41.43% |
$9.81K - $10.9K
|
263
$14.5K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-37.1K- 72.09% |
$1.95M - $2.17M
|
14.4K
$793K
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-934- 5.6% |
$49.2K - $54.8K
|
15.8K
$871K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.4K- 42.89% |
$918K - $1.02M
|
23.2K
$1.28M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
80+ 4.36% |
$4.22K - $4.69K
|
1.91K
$106K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.29K- 13.12% |
$384K - $428K
|
48.3K
$2.67M
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
109KNew |
$5.73M - $6.37M
|
109K
$6M
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.63K- 6.27% |
$85.9K - $95.6K
|
24.4K
$1.35M
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
127+ 0.22% |
$6.7K - $7.45K
|
57.7K
$3.19M
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-523- 2.64% |
$27.6K - $30.7K
|
19.3K
$1.06M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.24K- 14.8% |
$65.2K - $72.6K
|
7.12K
$393K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-120- 0.88% |
$6.33K - $7.04K
|
13.5K
$748K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
414+ 880.85% |
$21.8K - $24.3K
|
461
$25.5K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-149- 4.01% |
$7.86K - $8.74K
|
3.57K
$197K
|