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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
510New |
$24.6K - $29.5K
|
510
$30.8K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
360+ 90.0% |
$17.3K - $20.8K
|
760
$45.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
348+ 1.82% |
$16.8K - $20.1K
|
19.5K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
322+ 2.74% |
$15.5K - $18.6K
|
12.1K
$729K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
264New |
$12.7K - $15.2K
|
264
$15.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
240New |
$11.6K - $13.9K
|
240
$14.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
54New |
$2.6K - $3.12K
|
54
$3.26K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
53New |
$2.55K - $3.06K
|
53
$3.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
40New |
$1.93K - $2.31K
|
40
$2.41K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Blackstone Inc
New York, NY |
BUY
|
PUT |
200KNew |
$10.5M - $11.4M
|
200K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
158KNew |
$8.32M - $9.03M
|
158K
$9.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
79.9KNew |
$4.21M - $4.57M
|
79.9K
$4.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
33.6K+ 279.15% |
$1.77M - $1.92M
|
45.6K
$2.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
32.3KNew |
$1.7M - $1.85M
|
32.3K
$1.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
31KNew |
$1.63M - $1.77M
|
31K
$1.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.37KNew |
$441K - $478K
|
8.37K
$505K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.06KNew |
$372K - $404K
|
7.06K
$426K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.92KNew |
$312K - $338K
|
5.92K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.29KNew |
$279K - $302K
|
5.29K
$319K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.62KNew |
$243K - $264K
|
4.62K
$279K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.44KNew |
$234K - $254K
|
4.44K
$268K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.06KNew |
$214K - $232K
|
4.06K
$245K
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
3.92KNew |
$207K - $224K
|
3.92K
$237K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.61KNew |
$190K - $206K
|
3.61K
$218K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.58KNew |
$189K - $205K
|
3.58K
$216K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.83KNew |
$96.4K - $105K
|
1.83K
$110K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.5K+ 23.47% |
$79K - $85.7K
|
7.89K
$476K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 4.99% |
$55.5K - $60.3K
|
22.2K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
655+ 8.95% |
$34.5K - $37.4K
|
7.97K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
450New |
$23.7K - $25.7K
|
450
$27.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
378+ 8.89% |
$19.9K - $21.6K
|
4.63K
$280K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
330+ 8.87% |
$17.4K - $18.9K
|
4.05K
$245K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
300+ 7.1% |
$15.8K - $17.2K
|
4.53K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
279+ 3.06% |
$14.7K - $16K
|
9.38K
$566K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
276New |
$14.5K - $15.8K
|
276
$16.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
263+ 1.37% |
$13.9K - $15K
|
19.4K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
245New |
$12.9K - $14K
|
245
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
219+ 429.41% |
$11.5K - $12.5K
|
270
$16.3K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
210New |
$11.1K - $12K
|
210
$12.7K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$10.5K - $11.4K
|
200
$12.1K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
122+ 1.32% |
$6.43K - $6.97K
|
9.34K
$564K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
121New |
$6.37K - $6.92K
|
121
$7.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
54+ 19.15% |
$2.84K - $3.09K
|
336
$20.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.58K - $1.72K
|
30
$1.81K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
28New |
$1.48K - $1.6K
|
28
$1.69K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$1.26K - $1.37K
|
24
$1.45K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
12New |
$632 - $686
|
12
$724
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
6New |
$316 - $343
|
6
$362
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$105 - $114
|
2.13K
$128K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.98MNew |
$100M - $111M
|
1.98M
$120M
|
|