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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.8KNew |
$394K - $437K
|
7.8K
$478K
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
2.3K+ 12.17% |
$116K - $129K
|
21.2K
$1.3M
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
827New |
$41.7K - $46.4K
|
827
$50.7K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
768+ 512.0% |
$38.8K - $43.1K
|
918
$56.3K
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
721New |
$36.4K - $40.4K
|
721
$44.2K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
707New |
$35.7K - $39.6K
|
707
$43.4K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
450New |
$22.7K - $25.2K
|
450
$27.6K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
320New |
$16.1K - $17.9K
|
320
$19.6K
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
209New |
$10.5K - $11.7K
|
209
$12.8K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
150New |
$7.57K - $8.41K
|
150
$9.2K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
120New |
$6.06K - $6.73K
|
120
$7.36K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
74New |
$3.73K - $4.15K
|
74
$4.54K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
65New |
$3.28K - $3.64K
|
65
$3.99K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
44New |
$2.22K - $2.47K
|
44
$2.7K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
32New |
$1.61K - $1.79K
|
32
$1.96K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21New |
$1.06K - $1.18K
|
21
$1.29K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$1.01K - $1.12K
|
20
$1.23K
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.02% |
$50.5 - $56.1
|
4.39K
$269K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
31.4KNew |
$1.48M - $1.7M
|
31.4K
$1.92M
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
16.5KNew |
$782K - $897K
|
16.5K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.97KNew |
$472K - $541K
|
9.97K
$612K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.01KNew |
$331K - $380K
|
7.01K
$430K
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
6.43KNew |
$304K - $349K
|
6.43K
$394K
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.22KNew |
$294K - $338K
|
6.22K
$382K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
4.38KNew |
$207K - $238K
|
4.38K
$269K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.25KNew |
$201K - $231K
|
4.25K
$261K
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
3.9KNew |
$184K - $211K
|
3.9K
$239K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.89KNew |
$184K - $211K
|
3.89K
$239K
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.83KNew |
$181K - $208K
|
3.83K
$235K
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.82KNew |
$181K - $207K
|
3.82K
$234K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
3.6KNew |
$170K - $195K
|
3.6K
$221K
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.86K+ 35.72% |
$135K - $155K
|
10.9K
$666K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.21KNew |
$105K - $120K
|
2.21K
$136K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.82KNew |
$86.3K - $99K
|
1.82K
$112K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$80K - $91.8K
|
1.69K
$104K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.56K+ 95.59% |
$73.8K - $84.7K
|
3.19K
$196K
|
|
Feb 07, 2023
Q4 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.35K+ 15.58% |
$63.8K - $73.3K
|
10K
$614K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.27K+ 210.83% |
$59.8K - $68.7K
|
1.87K
$114K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.09KNew |
$51.3K - $58.9K
|
1.09K
$66.5K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
880New |
$41.6K - $47.8K
|
880
$54K
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
666New |
$31.5K - $36.2K
|
666
$40.8K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$28.4K - $32.6K
|
600
$36.8K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
501New |
$23.7K - $27.2K
|
501
$30.7K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
436New |
$20.6K - $23.7K
|
436
$26.7K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
240New |
$11.3K - $13K
|
240
$14.7K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
240+ 44.44% |
$11.3K - $13K
|
780
$47.8K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
182New |
$8.61K - $9.88K
|
182
$11.2K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
117+ 57.07% |
$5.53K - $6.35K
|
322
$19.7K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$851 - $977
|
18
$1.1K
|