Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-201- 24.1% |
$10.9K - $11.6K
|
633
$38.4K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-187- 96.39% |
$10.2K - $10.8K
|
7
$425
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-186- 2.85% |
$10.1K - $10.8K
|
6.35K
$385K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-178- 1.74% |
$9.68K - $10.3K
|
10K
$610K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-164- 0.98% |
$8.92K - $9.49K
|
16.6K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-162- 0.66% |
$8.81K - $9.37K
|
24.3K
$1.48M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-160- 15.83% |
$8.7K - $9.26K
|
851
$51.6K
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
SELL
|
- |
-152- 86.36% |
$8.26K - $8.79K
|
24
$1.46K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-140- 14.29% |
$7.61K - $8.1K
|
840
$51K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-138- 1.66% |
$7.5K - $7.98K
|
8.16K
$495K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-108- 0.38% |
$5.87K - $6.25K
|
28.5K
$1.73M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-102- 24.29% |
$5.54K - $5.9K
|
318
$19.3K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 80.65% |
$5.44K - $5.79K
|
24
$1.46K
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-70- 0.27% |
$3.81K - $4.05K
|
25.6K
$1.56M
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-45- 0.31% |
$2.45K - $2.6K
|
14.6K
$885K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.6K- 11.96% |
$1.19M - $1.33M
|
166K
$10.1M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-12.3K- 43.99% |
$648K - $721K
|
15.6K
$949K
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.31K- 29.09% |
$491K - $546K
|
22.7K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.65K- 91.9% |
$456K - $507K
|
762
$46.2K
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8K- 32.0% |
$422K - $469K
|
17K
$1.03M
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5.74K- 34.69% |
$302K - $337K
|
10.8K
$655K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.51K- 78.98% |
$238K - $265K
|
1.2K
$72.8K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.9K- 4.33% |
$153K - $170K
|
64.1K
$3.89M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.24K- 14.8% |
$65.2K - $72.6K
|
7.12K
$432K
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.2K- 2.94% |
$63.3K - $70.4K
|
39.6K
$2.41M
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.1K- 0.41% |
$57.7K - $64.3K
|
268K
$16.3M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-800- 15.09% |
$42.2K - $46.9K
|
4.5K
$273K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-731- 4.02% |
$38.5K - $42.9K
|
17.4K
$1.06M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-702- 11.93% |
$37K - $41.2K
|
5.18K
$314K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-605- 14.68% |
$31.9K - $35.5K
|
3.52K
$213K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-510- 2.71% |
$26.9K - $29.9K
|
18.3K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-480- 6.91% |
$25.3K - $28.2K
|
6.47K
$392K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-365- 92.41% |
$19.2K - $21.4K
|
30
$1.82K
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-328- 76.64% |
$17.3K - $19.2K
|
100
$6.07K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 45.73% |
$15.8K - $17.6K
|
356
$21.6K
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-286- 47.43% |
$15.1K - $16.8K
|
317
$19.2K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-270- 47.96% |
$14.2K - $15.8K
|
293
$17.8K
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 16.67% |
$10.5K - $11.7K
|
1K
$60.7K
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-173- 0.46% |
$9.12K - $10.2K
|
37.3K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 11.24% |
$5.27K - $5.87K
|
790
$47.9K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-78- 4.87% |
$4.11K - $4.58K
|
1.52K
$92.5K
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-23- 0.62% |
$1.21K - $1.35K
|
3.7K
$225K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 6.71% |
$527 - $587
|
139
$8.44K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 6.35% |
$211 - $235
|
59
$3.58K
|
|
Q4 2023 | |||||||
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-49.3K- 42.54% |
$2.19M - $2.67M
|
66.6K
$4.04M
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-27.4K- 46.68% |
$1.22M - $1.48M
|
31.3K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 5.27% |
$584K - $711K
|
236K
$14.3M
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-6.78K- 99.44% |
$301K - $367K
|
38
$2.31K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.01K- 46.11% |
$267K - $325K
|
7.02K
$426K
|