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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2KNew |
$97.9K - $119K
|
2.2K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.12K+ 2.5% |
$94.3K - $115K
|
86.9K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.84K+ 91.3% |
$81.6K - $99.4K
|
3.85K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.8KNew |
$80K - $97.4K
|
1.8K
$109K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$70.5K - $85.8K
|
1.59K
$95.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.44KNew |
$63.9K - $77.8K
|
1.44K
$86.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.2K+ 240.0% |
$53.4K - $64.9K
|
1.7K
$103K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.1KNew |
$48.9K - $59.5K
|
1.1K
$66.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
959New |
$42.6K - $51.9K
|
959
$57.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
870+ 54.37% |
$38.7K - $47.1K
|
2.47K
$149K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
720New |
$32K - $39K
|
720
$43.5K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
709+ 3.7% |
$31.5K - $38.4K
|
19.9K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
390New |
$17.3K - $21.1K
|
390
$23.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
360New |
$16K - $19.5K
|
360
$21.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
294New |
$13.1K - $15.9K
|
294
$17.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
196New |
$8.71K - $10.6K
|
196
$11.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
189New |
$8.4K - $10.2K
|
189
$11.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
161New |
$7.16K - $8.71K
|
161
$9.72K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
152New |
$6.76K - $8.23K
|
152
$9.18K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
96New |
$4.27K - $5.2K
|
96
$5.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
66New |
$2.93K - $3.57K
|
66
$3.98K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
60New |
$2.67K - $3.25K
|
60
$3.62K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
60+ 0.78% |
$2.67K - $3.25K
|
7.74K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
54New |
$2.4K - $2.92K
|
54
$3.26K
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 0.25% |
$622 - $758
|
5.57K
$336K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.85% |
$44.5 - $54.1
|
119
$7.18K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$44.5 - $54.1
|
201
$12.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$44.5 - $54.1
|
153
$9.24K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
409KNew |
$19.7M - $23.6M
|
409K
$24.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
225K+ 68.65% |
$10.8M - $13M
|
553K
$33.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
111K+ 135.82% |
$5.35M - $6.41M
|
193K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
22.3K+ 26.66% |
$1.07M - $1.29M
|
106K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$948K - $1.14M
|
19.7K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15KNew |
$724K - $868K
|
15K
$908K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.25K+ 30.28% |
$301K - $361K
|
26.9K
$1.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.92KNew |
$285K - $342K
|
5.92K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
5.17KNew |
$249K - $298K
|
5.17K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.52K+ 12.01% |
$169K - $203K
|
32.8K
$1.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 50.35% |
$118K - $141K
|
7.29K
$440K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.36K+ 7.0% |
$114K - $136K
|
36.1K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.03K+ 4.9% |
$97.7K - $117K
|
43.4K
$2.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.4KNew |
$67.2K - $80.6K
|
1.4K
$84.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1.18K+ 186.67% |
$56.7K - $67.9K
|
1.81K
$109K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.02K+ 0.65% |
$49.1K - $58.9K
|
157K
$9.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$48.2K - $57.8K
|
1K
$60.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
933New |
$45K - $53.9K
|
933
$56.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
836+ 1.22% |
$40.3K - $48.3K
|
69.2K
$4.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
770New |
$37.1K - $44.5K
|
770
$46.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
603New |
$29.1K - $34.8K
|
603
$36.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
538New |
$25.9K - $31.1K
|
538
$32.5K
|
|