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 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.99K+ 73.15% |
$106K - $117K
|
4.72K
$281K
|
|
Apr 23, 2021
Q1 2021
|
Welch Group, LLC
|
BUY
|
- |
1.98KNew |
$105K - $116K
|
1.98K
$118K
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.97KNew |
$104K - $115K
|
1.97K
$117K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.96KNew |
$104K - $115K
|
1.96K
$117K
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 112.49% |
$101K - $112K
|
3.61K
$215K
|
|
May 14, 2021
Q1 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.88K+ 4.93% |
$99.6K - $110K
|
40K
$2.38M
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.86KNew |
$98.4K - $109K
|
1.86K
$111K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.76K+ 84.68% |
$93.4K - $103K
|
3.85K
$229K
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.75KNew |
$92.5K - $102K
|
1.75K
$104K
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 109.33% |
$86.9K - $95.9K
|
3.14K
$187K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
1.63K+ 14.08% |
$86.6K - $95.5K
|
13.2K
$789K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.56K+ 194.62% |
$82.4K - $90.9K
|
2.35K
$140K
|
|
Apr 23, 2021
Q1 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.45KNew |
$76.9K - $84.9K
|
1.45K
$86.5K
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.44KNew |
$76.3K - $84.2K
|
1.44K
$85.8K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.41K+ 28.1% |
$74.8K - $82.6K
|
6.44K
$384K
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.4K+ 9.92% |
$74.3K - $82K
|
15.5K
$926K
|
|
May 06, 2021
Q1 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.4K+ 7.47% |
$74.1K - $81.8K
|
20.1K
$1.2M
|
|
Apr 05, 2021
Q1 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1.38K+ 5.45% |
$73K - $80.6K
|
26.7K
$1.59M
|
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.33K+ 6.18% |
$70.6K - $77.9K
|
22.9K
$1.36M
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$69K - $76.1K
|
1.3K
$77.6K
|
|
Sep 20, 2021
Q1 2021
|
Activest Wealth Management
|
BUY
|
- |
1.3KNew |
$68.9K - $76K
|
1.3K
$77.5K
|
|
May 17, 2021
Q1 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.22K+ 25.57% |
$64.6K - $71.3K
|
5.99K
$357K
|
|
Apr 21, 2021
Q1 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.2K+ 8.69% |
$63.7K - $70.3K
|
15K
$896K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.18K+ 3.9% |
$62.7K - $69.2K
|
31.6K
$1.88M
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.14K+ 20.44% |
$60.2K - $66.4K
|
6.69K
$399K
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.12K+ 33.14% |
$59.1K - $65.2K
|
4.48K
$267K
|
|
Apr 21, 2021
Q1 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.08K+ 3.94% |
$57K - $63K
|
28.4K
$1.69M
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
992+ 141.92% |
$52.5K - $58K
|
1.69K
$101K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
983+ 62.06% |
$52.1K - $57.5K
|
2.57K
$153K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
968+ 7.69% |
$51.3K - $56.6K
|
13.6K
$808K
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
940+ 24.9% |
$49.8K - $54.9K
|
4.72K
$281K
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
935+ 7.88% |
$49.5K - $54.7K
|
12.8K
$763K
|
|
Apr 26, 2021
Q1 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
895New |
$47.4K - $52.3K
|
895
$53.3K
|
|
Apr 15, 2021
Q1 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
890+ 6.63% |
$47.1K - $52K
|
14.3K
$852K
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
878+ 26.39% |
$46.5K - $51.3K
|
4.21K
$250K
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
809+ 1.79% |
$42.9K - $47.3K
|
46.1K
$2.75M
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
789+ 4.39% |
$41.8K - $46.1K
|
18.8K
$1.12M
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
782New |
$41.4K - $45.7K
|
782
$46.6K
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
767+ 4.93% |
$40.6K - $44.8K
|
16.3K
$972K
|
|
Apr 26, 2021
Q1 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
745+ 2.32% |
$39.5K - $43.5K
|
32.9K
$1.96M
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
733+ 5.96% |
$38.8K - $42.8K
|
13K
$776K
|
|
May 03, 2021
Q1 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
719New |
$38.1K - $42K
|
719
$42.8K
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
BUY
|
- |
660New |
$35K - $38.6K
|
660
$39.3K
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
636New |
$33.7K - $37.2K
|
636
$37.9K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
610+ 6.61% |
$32.3K - $35.7K
|
9.83K
$586K
|
|
Apr 15, 2021
Q1 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
602+ 11.08% |
$31.9K - $35.2K
|
6.03K
$359K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
573New |
$30.4K - $33.5K
|
573
$34.1K
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
568+ 7.44% |
$30.1K - $33.2K
|
8.2K
$489K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
567New |
$30K - $33.1K
|
567
$33.8K
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
555+ 9.1% |
$29.4K - $32.4K
|
6.66K
$396K
|