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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
102New |
$5.54K - $5.9K
|
102
$6.25K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
100+ 100.0% |
$5.44K - $5.79K
|
200
$12.3K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.61K - $2.78K
|
48
$2.94K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18New |
$978 - $1.04K
|
18
$1.1K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12New |
$652 - $694
|
12
$736
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2+ 0.03% |
$109 - $116
|
7.41K
$454K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.57% |
$54.4 - $57.9
|
175
$10.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
149KNew |
$7.83M - $8.72M
|
149K
$9.11M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
134K+ 1148.47% |
$7.04M - $7.84M
|
145K
$8.9M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
101KNew |
$5.32M - $5.92M
|
101K
$6.19M
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
53.5KNew |
$2.82M - $3.14M
|
53.5K
$3.28M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
51.7KNew |
$2.73M - $3.03M
|
51.7K
$3.17M
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
29.6KNew |
$1.56M - $1.74M
|
29.6K
$1.82M
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.56M - $1.74M
|
29.6K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.2K+ 74.5% |
$1.12M - $1.25M
|
49.7K
$3.05M
|
|
May 13, 2024
Q1 2024
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
15.5KNew |
$817K - $910K
|
15.5K
$950K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.7KNew |
$618K - $688K
|
11.7K
$719K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11.1K+ 19.1% |
$585K - $652K
|
69.2K
$4.25M
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
6KNew |
$316K - $352K
|
6K
$368K
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5KNew |
$264K - $293K
|
5K
$307K
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.87KNew |
$257K - $286K
|
4.87K
$299K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.7KNew |
$248K - $276K
|
4.7K
$288K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.19KNew |
$221K - $246K
|
4.19K
$257K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
4.01KNew |
$211K - $235K
|
4.01K
$246K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.65KNew |
$193K - $214K
|
3.65K
$224K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.65KNew |
$193K - $214K
|
3.65K
$224K
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.61KNew |
$190K - $212K
|
3.61K
$221K
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.58KNew |
$189K - $210K
|
3.58K
$220K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.56KNew |
$187K - $209K
|
3.56K
$218K
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$210K
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$210K
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.17K+ 107.27% |
$167K - $186K
|
6.13K
$376K
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2.24KNew |
$118K - $132K
|
2.24K
$137K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
744+ 2.42% |
$39.2K - $43.7K
|
31.4K
$1.93M
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$31.6K - $35.2K
|
600
$36.8K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
555New |
$29.3K - $32.6K
|
555
$34K
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
444+ 0.48% |
$23.4K - $26.1K
|
93.8K
$5.75M
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
314+ 3.77% |
$16.6K - $18.4K
|
8.64K
$530K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
294New |
$15.5K - $17.3K
|
294
$18K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
290+ 4142.86% |
$15.3K - $17K
|
297
$18.2K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
277New |
$14.6K - $16.3K
|
277
$17K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
138New |
$7.28K - $8.1K
|
138
$8.46K
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
125+ 3.18% |
$6.59K - $7.34K
|
4.05K
$248K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$7.36K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$7.36K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
56New |
$2.95K - $3.29K
|
56
$3.43K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.47% |
$52.7 - $58.7
|
214
$13.1K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
437K+ 16.6% |
$19.4M - $23.6M
|
3.07M
$188M
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
98.9K+ 20997.03% |
$4.4M - $5.35M
|
99.4K
$6.09M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
51.7KNew |
$2.3M - $2.8M
|
51.7K
$3.17M
|