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 13, 2021
Q1 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
525+ 7.13% |
$27.8K - $30.7K
|
7.89K
$462K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
523New |
$27.7K - $30.6K
|
523
$30.6K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
518+ 19.07% |
$27.4K - $30.3K
|
3.23K
$189K
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
BUY
|
- |
514+ 3.69% |
$27.2K - $30K
|
14.4K
$845K
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
505+ 9.61% |
$26.7K - $29.5K
|
5.76K
$337K
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
BUY
|
- |
499+ 1.94% |
$26.4K - $29.2K
|
26.3K
$1.54M
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
485+ 461.9% |
$25.7K - $28.3K
|
590
$34.5K
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
476+ 6.23% |
$25.2K - $27.8K
|
8.12K
$475K
|
|
May 17, 2021
Q1 2021
|
Townsquare Capital LLC
|
BUY
|
- |
476+ 68.99% |
$25.2K - $27.8K
|
1.17K
$68.3K
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
474+ 9.02% |
$25.1K - $27.7K
|
5.73K
$335K
|
|
Apr 29, 2021
Q1 2021
|
Hollencrest Capital Management
|
BUY
|
- |
450+ 1.6% |
$23.8K - $26.3K
|
28.6K
$1.67M
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
444+ 23.97% |
$23.5K - $26K
|
2.3K
$134K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
443+ 39.91% |
$23.5K - $25.9K
|
1.55K
$90.9K
|
|
May 17, 2021
Q1 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
385+ 4.35% |
$20.4K - $22.5K
|
9.25K
$541K
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
342+ 61.07% |
$18.1K - $20K
|
902
$52.8K
|
|
Apr 15, 2021
Q1 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
333+ 11.33% |
$17.6K - $19.5K
|
3.27K
$192K
|
|
Apr 19, 2021
Q1 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
317+ 36.77% |
$16.8K - $18.5K
|
1.18K
$69K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
315New |
$16.7K - $18.4K
|
315
$18.4K
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
312+ 2.77% |
$16.5K - $18.2K
|
11.6K
$677K
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
307+ 38.33% |
$16.3K - $17.9K
|
1.11K
$64.9K
|
|
May 11, 2021
Q1 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
305New |
$16.2K - $17.8K
|
305
$17.9K
|
|
May 18, 2021
Q1 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
303+ 27.55% |
$16K - $17.7K
|
1.4K
$82.1K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
301New |
$15.9K - $17.6K
|
301
$17.6K
|
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
300+ 5.56% |
$15.9K - $17.5K
|
5.7K
$334K
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300+ 3.01% |
$15.9K - $17.5K
|
10.3K
$601K
|
|
Apr 23, 2021
Q1 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
288+ 3.87% |
$15.3K - $16.8K
|
7.72K
$452K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
277+ 44.18% |
$14.7K - $16.2K
|
904
$52.9K
|
|
May 18, 2021
Q1 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
271New |
$14.4K - $15.8K
|
271
$15.9K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
268+ 7.71% |
$14.2K - $15.7K
|
3.75K
$219K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
266+ 2.33% |
$14.1K - $15.5K
|
11.7K
$684K
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
246+ 36.77% |
$13K - $14.4K
|
915
$53.6K
|
|
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
241+ 1.29% |
$12.8K - $14.1K
|
18.9K
$1.1M
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
235+ 3.13% |
$12.4K - $13.7K
|
7.73K
$453K
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
234+ 17.5% |
$12.4K - $13.7K
|
1.57K
$92K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
230+ 5.13% |
$12.2K - $13.4K
|
4.72K
$276K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
215New |
$11.4K - $12.6K
|
215
$12.6K
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
187+ 9.56% |
$9.91K - $10.9K
|
2.14K
$126K
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
181+ 2.86% |
$9.59K - $10.6K
|
6.51K
$381K
|
|
May 14, 2021
Q1 2021
|
Archer Investment Corp
|
BUY
|
- |
180+ 64.29% |
$9.53K - $10.5K
|
460
$26.9K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
179+ 111.87% |
$9.48K - $10.5K
|
339
$19.8K
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
173+ 5.56% |
$9.16K - $10.1K
|
3.28K
$192K
|
|
Apr 14, 2021
Q1 2021
|
Bay Rivers Group
|
BUY
|
- |
172+ 2.88% |
$9.11K - $10.1K
|
6.15K
$360K
|
|
Apr 30, 2021
Q1 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
167+ 16.9% |
$8.85K - $9.76K
|
1.16K
$67.6K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
165+ 7.94% |
$8.74K - $9.64K
|
2.24K
$131K
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
164+ 26.28% |
$8.69K - $9.59K
|
788
$46.1K
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
163+ 8.55% |
$8.63K - $9.53K
|
2.07K
$121K
|
|
May 06, 2021
Q1 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
161+ 9.32% |
$8.53K - $9.41K
|
1.89K
$111K
|
|
Apr 30, 2021
Q1 2021
|
Campbell Wealth Management
|
BUY
|
- |
158+ 23.76% |
$8.37K - $9.24K
|
823
$48.2K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
155+ 23.88% |
$8.21K - $9.06K
|
804
$47.1K
|
|
Apr 30, 2021
Q1 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
154+ 10.96% |
$8.16K - $9K
|
1.56K
$91.3K
|