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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5.26K- 51.45% |
$234K - $284K
|
4.96K
$301K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.38K- 42.59% |
$150K - $183K
|
4.56K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-2.51K- 80.97% |
$112K - $136K
|
590
$35.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.28K- 78.16% |
$101K - $123K
|
636
$38.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.18K- 19.35% |
$97K - $118K
|
9.09K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.51K- 51.84% |
$67K - $81.6K
|
1.4K
$85K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.44K- 25.48% |
$64.2K - $78.1K
|
4.22K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.05K- 21.97% |
$46.8K - $56.9K
|
3.74K
$227K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1K- 49.55% |
$44.5K - $54.2K
|
1.02K
$61.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-944- 98.74% |
$42K - $51.1K
|
12
$728
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-864- 14.54% |
$38.4K - $46.8K
|
5.08K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-799- 50.6% |
$35.5K - $43.2K
|
780
$47.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-750- 15.78% |
$33.3K - $40.6K
|
4K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-282- 31.54% |
$12.5K - $15.3K
|
612
$37.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-281- 73.37% |
$12.5K - $15.2K
|
102
$6.19K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-236- 11.59% |
$10.5K - $12.8K
|
1.8K
$109K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-200- 89.29% |
$8.89K - $10.8K
|
24
$1.46K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 62.5% |
$8.89K - $10.8K
|
120
$7.28K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-175- 2.55% |
$7.78K - $9.47K
|
6.69K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-151- 1.6% |
$6.71K - $8.17K
|
9.29K
$564K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-114- 30.4% |
$5.07K - $6.17K
|
261
$15.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 5.04% |
$4.45K - $5.41K
|
1.88K
$114K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50Closed |
$2.22K - $2.71K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-50- 54.35% |
$2.22K - $2.71K
|
42
$2.55K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-46- 6.8% |
$2.05K - $2.49K
|
630
$38.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 2.76% |
$889 - $1.08K
|
704
$42.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-80.9K- 42.07% |
$3.9M - $4.68M
|
111K
$6.76M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.5K- 8.26% |
$648K - $777K
|
149K
$9.07M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11KClosed |
$528K - $633K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.52K- 18.78% |
$266K - $319K
|
23.9K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.37K- 55.79% |
$259K - $310K
|
4.26K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.02K- 37.54% |
$242K - $290K
|
8.35K
$507K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.24K- 4.65% |
$204K - $245K
|
86.8K
$5.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.18K- 17.23% |
$153K - $184K
|
15.3K
$926K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.52K- 20.15% |
$73.2K - $87.8K
|
6.03K
$366K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-651- 67.39% |
$31.4K - $37.6K
|
315
$19.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 1.17% |
$28.9K - $34.7K
|
50.7K
$3.08M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-500- 89.29% |
$24.1K - $28.9K
|
60
$3.64K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-295- 0.76% |
$14.2K - $17K
|
38.5K
$2.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-240- 3.65% |
$11.6K - $13.9K
|
6.34K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-222- 15.4% |
$10.7K - $12.8K
|
1.22K
$74K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-182- 1.32% |
$8.77K - $10.5K
|
13.6K
$827K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-128- 10.67% |
$6.17K - $7.39K
|
1.07K
$65.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-99- 1.44% |
$4.77K - $5.72K
|
6.79K
$412K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 70.0% |
$675 - $809
|
6
$364
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-12- 66.67% |
$578 - $693
|
6
$364
|
|
| Q2 2023 | |||||||
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.07K- 7.98% |
$478K - $519K
|
105K
$6.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.91K- 80.54% |
$364K - $395K
|
1.67K
$101K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-6.57K- 25.69% |
$346K - $375K
|
19K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.23K- 24.17% |
$64.8K - $70.3K
|
3.86K
$234K
|
|