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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-863- 13.63% |
$45.5K - $49.3K
|
5.47K
$334K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-623- 13.98% |
$32.8K - $35.6K
|
3.83K
$234K
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-569- 1.84% |
$30K - $32.5K
|
30.3K
$1.85M
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-220- 26.83% |
$11.6K - $12.6K
|
600
$36.7K
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-220- 1.4% |
$11.6K - $12.6K
|
15.4K
$944K
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-192- 4.32% |
$10.1K - $11K
|
4.25K
$260K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-131- 5.94% |
$6.9K - $7.49K
|
2.08K
$127K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-108- 19.6% |
$5.69K - $6.17K
|
443
$27.1K
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-75- 42.86% |
$3.95K - $4.29K
|
100
$6.11K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-57- 1.45% |
$3K - $3.26K
|
3.88K
$237K
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-46- 0.58% |
$2.42K - $2.63K
|
7.91K
$483K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-45.6K- 88.61% |
$2.3M - $2.56M
|
5.87K
$359K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-24.1K- 18.74% |
$1.21M - $1.35M
|
104K
$6.38M
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.46KClosed |
$427K - $474K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.4K- 66.67% |
$272K - $303K
|
2.7K
$165K
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.2KClosed |
$60.6K - $67.3K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.11K- 22.93% |
$56K - $62.2K
|
3.73K
$228K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-604- 38.87% |
$30.5K - $33.9K
|
950
$58.1K
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-302- 7.53% |
$15.2K - $16.9K
|
3.71K
$227K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-228- 8.11% |
$11.5K - $12.8K
|
2.59K
$158K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-132Closed |
$6.66K - $7.4K
|
0
$0
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-48- 0.72% |
$2.42K - $2.69K
|
6.63K
$405K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.6K- 89.7% |
$1.92M - $2.2M
|
4.66K
$285K
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.6K- 76.6% |
$643K - $739K
|
4.16K
$254K
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-10K- 12.5% |
$473K - $543K
|
70K
$4.28M
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.44K- 52.65% |
$115K - $132K
|
2.19K
$134K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.07K- 1.7% |
$97.7K - $112K
|
119K
$7.29M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.87K- 7.02% |
$88.2K - $101K
|
24.7K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.4K- 23.74% |
$66.2K - $75.9K
|
4.49K
$275K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 61.64% |
$66.1K - $75.9K
|
870
$53.2K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.39KClosed |
$65.8K - $75.6K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-778- 15.15% |
$36.8K - $42.2K
|
4.36K
$266K
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-550- 11.76% |
$26K - $29.9K
|
4.13K
$252K
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-388- 0.7% |
$18.3K - $21.1K
|
55K
$3.36M
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-310- 94.51% |
$14.7K - $16.8K
|
18
$1.1K
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-286- 1.75% |
$13.5K - $15.5K
|
16.1K
$982K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-256- 0.84% |
$12.1K - $13.9K
|
30.1K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-250- 5.14% |
$11.8K - $13.6K
|
4.62K
$282K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-218- 4.87% |
$10.3K - $11.8K
|
4.25K
$260K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-162- 62.79% |
$7.66K - $8.79K
|
96
$5.87K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-85- 1.14% |
$4.02K - $4.61K
|
7.4K
$452K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-49- 0.9% |
$2.32K - $2.66K
|
5.4K
$330K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-12- 3.33% |
$567 - $651
|
348
$21.3K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-12- 25.53% |
$567 - $651
|
35
$2.14K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-122KClosed |
$5.73M - $6.76M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-71.3K- 47.55% |
$3.35M - $3.96M
|
78.6K
$4.8M
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-29.7K- 99.66% |
$1.4M - $1.65M
|
100
$6.11K
|
|
Nov 14, 2022
Q3 2022
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-22.4K- 42.32% |
$1.06M - $1.25M
|
30.6K
$1.87M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-10.1K- 68.06% |
$473K - $559K
|
4.72K
$288K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-8.38KClosed |
$394K - $465K
|
0
$0
|