Purchases and Sales Made in Q1 2021 in Ishares Tr Dow Jones Us Medica (IHI)
This table provides information about the institutional ownership of Ishares Tr Dow Jones Us Medica (IHI) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES TR DOW JONES US MEDICA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
First Light Asset Management, LLC
Edina, MN |
SELL
|
- |
-7.58KClosed |
$402K - $443K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-7.59KClosed |
$402K - $444K
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-7.64KClosed |
$404K - $446K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-7.65K- 39.02% |
$405K - $447K
|
12K
$712K
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.58KClosed |
$454K - $501K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.8K- 24.32% |
$466K - $514K
|
27.4K
$1.63M
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-9.06K- 61.44% |
$480K - $529K
|
5.68K
$338K
|
|
Apr 29, 2021
Q1 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-9.07KClosed |
$481K - $530K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.2K- 32.52% |
$488K - $538K
|
19.1K
$1.14M
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-9.38K- 46.0% |
$497K - $548K
|
11K
$656K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9.5K- 56.43% |
$503K - $555K
|
7.33K
$437K
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-9.62K- 38.16% |
$510K - $562K
|
15.6K
$929K
|
|
May 14, 2021
Q1 2021
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-9.98K- 76.89% |
$529K - $583K
|
3K
$179K
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 33.17% |
$554K - $611K
|
21.1K
$1.25M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.6K- 69.75% |
$563K - $622K
|
4.61K
$275K
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-10.8K- 36.89% |
$570K - $629K
|
18.4K
$1.1M
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-10.9K- 49.35% |
$576K - $635K
|
11.2K
$665K
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.2KClosed |
$593K - $654K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-11.8K- 91.09% |
$624K - $688K
|
1.15K
$68.6K
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12K- 64.53% |
$635K - $700K
|
6.59K
$392K
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.6K- 27.84% |
$668K - $737K
|
32.7K
$1.95M
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-13.3K- 89.09% |
$704K - $776K
|
1.63K
$96.9K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.2K- 56.6% |
$803K - $886K
|
11.6K
$693K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.1K- 51.57% |
$850K - $938K
|
15.1K
$898K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.2K- 11.49% |
$858K - $947K
|
125K
$7.43M
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-16.8KClosed |
$890K - $982K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
SELL
|
- |
-17.4KClosed |
$921K - $1.02M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-17.5K- 21.0% |
$926K - $1.02M
|
65.8K
$3.92M
|
|
May 03, 2021
Q1 2021
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-18.7KClosed |
$990K - $1.09M
|
0
$0
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-20.3KClosed |
$1.08M - $1.19M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.7K- 36.23% |
$1.15M - $1.27M
|
38.3K
$2.28M
|
|
May 13, 2021
Q1 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-22.7K- 83.76% |
$1.2M - $1.33M
|
4.4K
$262K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.4K- 16.51% |
$1.29M - $1.43M
|
123K
$7.35M
|
|
Apr 27, 2021
Q1 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-27KClosed |
$1.43M - $1.58M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-28.5K- 7.5% |
$1.51M - $1.67M
|
352K
$21M
|
|
May 11, 2021
Q1 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-33.3K- 98.11% |
$1.77M - $1.95M
|
641
$38.2K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.4K- 95.06% |
$1.82M - $2.01M
|
1.79K
$107K
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-36.9K- 86.55% |
$1.95M - $2.16M
|
5.73K
$341K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.9K- 15.15% |
$2.06M - $2.28M
|
218K
$13M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50.3K- 29.47% |
$2.67M - $2.94M
|
121K
$7.18M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.4K- 30.54% |
$2.77M - $3.06M
|
119K
$7.09M
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-52.8K- 60.08% |
$2.8M - $3.09M
|
35.1K
$2.09M
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-65.2K- 98.4% |
$3.45M - $3.81M
|
1.06K
$63.3K
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-67.9K- 33.7% |
$3.6M - $3.97M
|
134K
$7.96M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77K- 17.58% |
$4.08M - $4.5M
|
361K
$21.5M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-106K- 32.2% |
$5.61M - $6.19M
|
223K
$13.3M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-132K- 16.52% |
$7.01M - $7.74M
|
669K
$39.8M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-164K- 97.41% |
$8.67M - $9.57M
|
4.34K
$259K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-415K- 99.99% |
$22M - $24.3M
|
24
$1.43K
|
|
Apr 08, 2021
Q1 2021
|
Churchill Management Corp
|
SELL
|
- |
-521K- 89.03% |
$27.6M - $30.5M
|
64.2K
$3.82M
|