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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.8K- 26.69% |
$916K - $1.01M
|
46.3K
$2.81M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.12% |
$109 - $120
|
1.69K
$102K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-450- 41.06% |
$24.5K - $26.9K
|
646
$39.2K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.54K- 12.15% |
$138K - $152K
|
18.4K
$1.11M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.59K- 1.44% |
$141K - $155K
|
178K
$10.8M
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$54.4 - $59.8
|
7.36K
$446K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.09% |
$544 - $598
|
11K
$666K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23New |
$1.25K - $1.37K
|
23
$1.4K
|
|
Q2 2024 | |||||||
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-470- 7.87% |
$25.5K - $27.2K
|
5.5K
$334K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.67K- 94.04% |
$90.9K - $96.8K
|
106
$6.43K
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.36KNew |
$346K - $368K
|
6.36K
$386K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.05K- 19.68% |
$57.2K - $60.9K
|
4.29K
$261K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.3K+ 10.81% |
$671K - $714K
|
126K
$7.68M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13KNew |
$704K - $750K
|
13K
$786K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
61+ 30.5% |
$3.32K - $3.53K
|
261
$15.8K
|
|
Aug 14, 2024
Q2 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
276KNew |
$15M - $16M
|
276K
$16.7M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-613- 72.37% |
$33.3K - $35.5K
|
234
$14.2K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
408+ 7.0% |
$22.2K - $23.6K
|
6.24K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.4K- 53.62% |
$76.1K - $81K
|
1.21K
$73.5K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.08KNew |
$58.8K - $62.5K
|
1.08K
$65.6K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-6.8K- 22.67% |
$370K - $393K
|
23.2K
$1.41M
|
|
Aug 14, 2024
Q2 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
79.6KNew |
$4.33M - $4.61M
|
79.6K
$4.83M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
33.3KNew |
$1.81M - $1.93M
|
33.3K
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
274New |
$14.9K - $15.9K
|
274
$16.6K
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
302+ 25.21% |
$16.4K - $17.5K
|
1.5K
$91K
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-35K- 63.64% |
$1.9M - $2.03M
|
20K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
3KNew |
$163K - $174K
|
3K
$182K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
102New |
$5.54K - $5.9K
|
102
$6.19K
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
17.7KNew |
$964K - $1.03M
|
17.7K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.02KNew |
$382K - $406K
|
7.02K
$426K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-267- 6.27% |
$14.5K - $15.4K
|
3.99K
$242K
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
SELL
|
- |
-152- 86.36% |
$8.26K - $8.79K
|
24
$1.46K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-828Closed |
$45K - $47.9K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.57% |
$54.4 - $57.9
|
175
$10.6K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
500+ 6.67% |
$27.2K - $28.9K
|
8K
$486K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 80.65% |
$5.44K - $5.79K
|
24
$1.46K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.23KNew |
$121K - $129K
|
2.23K
$135K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 8.7% |
$152K - $161K
|
34.8K
$2.11M
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-340- 6.45% |
$18.5K - $19.7K
|
4.93K
$299K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.49K- 40.23% |
$516K - $549K
|
14.1K
$856K
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2+ 0.03% |
$109 - $116
|
7.41K
$449K
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
21+ 0.16% |
$1.14K - $1.22K
|
13.4K
$813K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-271- 17.98% |
$14.7K - $15.7K
|
1.24K
$75K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9K+ 62.47% |
$810K - $862K
|
38.8K
$2.35M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-187- 96.39% |
$10.2K - $10.8K
|
7
$425
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.11K+ 4.64% |
$60.4K - $64.3K
|
25K
$1.52M
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-960- 13.79% |
$52.2K - $55.5K
|
6K
$364K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$54.4 - $57.9
|
1.45K
$87.7K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.42KNew |
$240K - $256K
|
4.42K
$268K
|