Latest Institutional Purchases of Ishares Tr Dow Jones Us Medica (IHI)
This list provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
117+ 57.07% |
$5.53K - $6.35K
|
322
$19.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$851 - $977
|
18
$1.09K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
15New |
$709 - $814
|
15
$906
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
10New |
$473 - $543
|
10
$604
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.25% |
$47.3 - $54.3
|
81
$4.89K
|
|
| Q3 2022 | |||||||
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
41.8KNew |
$1.97M - $2.32M
|
41.8K
$2.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
33.5K+ 1349.9% |
$1.58M - $1.86M
|
36K
$2.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
7.59KNew |
$357K - $422K
|
7.59K
$458K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7.32KNew |
$345K - $407K
|
7.32K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.3K+ 170.96% |
$344K - $406K
|
11.6K
$698K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.38KNew |
$206K - $243K
|
4.38K
$264K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.11K+ 1233.33% |
$52.2K - $61.7K
|
1.2K
$72.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
994+ 10.13% |
$46.8K - $55.2K
|
10.8K
$652K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
724New |
$34.1K - $40.2K
|
724
$43.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
603New |
$28.4K - $33.5K
|
603
$36.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
372New |
$17.5K - $20.7K
|
372
$22.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
366New |
$17.2K - $20.3K
|
366
$22.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
280New |
$13.2K - $15.6K
|
280
$16.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
248New |
$11.7K - $13.8K
|
248
$15K
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
195+ 0.11% |
$9.18K - $10.8K
|
180K
$10.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
90New |
$4.24K - $5K
|
90
$5.43K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
61+ 4.24% |
$2.87K - $3.39K
|
1.5K
$90.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
10New |
$471 - $556
|
10
$604
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.17% |
$471 - $556
|
5.93K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$141 - $167
|
1.05K
$63.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
533KNew |
$25.4M - $33.2M
|
533K
$32.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
115KNew |
$5.48M - $7.16M
|
115K
$6.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
55.7KNew |
$2.65M - $3.46M
|
55.7K
$3.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8KNew |
$801K - $1.04M
|
16.8K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.87K+ 10.64% |
$423K - $552K
|
92.2K
$5.57M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7.2KNew |
$343K - $448K
|
7.2K
$435K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
4.05KNew |
$193K - $252K
|
4.05K
$244K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3KNew |
$143K - $187K
|
3K
$181K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.83K+ 5668.0% |
$135K - $176K
|
2.88K
$174K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.87K+ 122.22% |
$89.1K - $116K
|
3.4K
$205K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
997+ 94.77% |
$47.5K - $62K
|
2.05K
$124K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
810+ 20.96% |
$38.6K - $50.4K
|
4.68K
$282K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
768New |
$36.6K - $47.8K
|
768
$46.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
600New |
$28.6K - $37.3K
|
600
$36.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
381+ 8.44% |
$18.2K - $23.7K
|
4.9K
$296K
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
300+ 4.13% |
$14.3K - $18.7K
|
7.57K
$457K
|
|
|
Aug 15, 2022
Q2 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
288+ 1.87% |
$13.7K - $17.9K
|
15.7K
$946K
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
238+ 3.08% |
$11.3K - $14.8K
|
7.96K
$481K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
135New |
$6.43K - $8.4K
|
135
$8.15K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$3.1K - $4.04K
|
65
$3.92K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
65New |
$3.1K - $4.04K
|
65
$3.92K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 1.37% |
$2.81K - $3.67K
|
4.38K
$264K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13New |
$619 - $809
|
13
$785
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$191 - $249
|
9.37K
$566K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.12% |
$47.7 - $62.2
|
838
$50.6K
|
|