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
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-27Closed |
$1.43K - $1.58K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-30Closed |
$1.59K - $1.75K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-31- 8.64% |
$1.64K - $1.81K
|
328
$19.5K
|
|
Apr 01, 2021
Q1 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-33- 4.5% |
$1.75K - $1.93K
|
701
$41.8K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-33- 1.29% |
$1.75K - $1.93K
|
2.54K
$151K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-34- 50.0% |
$1.8K - $1.99K
|
34
$2.03K
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-36- 3.15% |
$1.91K - $2.1K
|
1.11K
$66K
|
|
Apr 20, 2021
Q1 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-37- 2.81% |
$1.96K - $2.16K
|
1.28K
$76.2K
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-39- 82.98% |
$2.07K - $2.28K
|
8
$477
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-40Closed |
$2.12K - $2.34K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-42Closed |
$2.22K - $2.45K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-44- 2.94% |
$2.33K - $2.57K
|
1.45K
$86.6K
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-45Closed |
$2.38K - $2.63K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-49- 4.73% |
$2.6K - $2.86K
|
986
$58.7K
|
|
Apr 22, 2021
Q1 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-50- 0.67% |
$2.65K - $2.92K
|
7.39K
$440K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-51- 13.04% |
$2.7K - $2.98K
|
340
$20.3K
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-52- 1.0% |
$2.75K - $3.04K
|
5.15K
$307K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-53Closed |
$2.81K - $3.1K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 2.54% |
$3.28K - $3.62K
|
2.38K
$142K
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-64- 7.77% |
$3.39K - $3.74K
|
760
$45.3K
|
|
May 05, 2021
Q1 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-70- 2.68% |
$3.71K - $4.09K
|
2.55K
$152K
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-72- 3.93% |
$3.81K - $4.21K
|
1.76K
$105K
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-76- 2.31% |
$4.03K - $4.44K
|
3.22K
$192K
|
|
Apr 19, 2021
Q1 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-78- 0.59% |
$4.13K - $4.56K
|
13.2K
$789K
|
|
May 17, 2021
Q1 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-81- 3.29% |
$4.29K - $4.73K
|
2.38K
$142K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-85Closed |
$4.5K - $4.97K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-92- 1.51% |
$4.87K - $5.38K
|
5.98K
$356K
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-96- 5.7% |
$5.09K - $5.61K
|
1.59K
$94.6K
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.85K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.85K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-100- 4.88% |
$5.3K - $5.85K
|
1.95K
$116K
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.85K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-101- 25.51% |
$5.35K - $5.9K
|
295
$17.6K
|
|
Apr 09, 2021
Q1 2021
|
American National Bank
|
SELL
|
- |
-103- 45.18% |
$5.46K - $6.02K
|
125
$7.45K
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-109- 4.8% |
$5.77K - $6.37K
|
2.16K
$129K
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-111- 3.11% |
$5.88K - $6.49K
|
3.45K
$206K
|
|
Apr 21, 2021
Q1 2021
|
Northstar Asset Management LLC
|
SELL
|
- |
-113- 0.72% |
$5.99K - $6.6K
|
15.5K
$923K
|
|
Apr 21, 2021
Q1 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-119- 1.24% |
$6.3K - $6.96K
|
9.44K
$562K
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-119- 13.18% |
$6.3K - $6.96K
|
784
$46.7K
|
|
May 11, 2021
Q1 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-120- 5.65% |
$6.36K - $7.01K
|
2K
$119K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-122- 5.93% |
$6.46K - $7.13K
|
1.94K
$115K
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-125- 13.72% |
$6.62K - $7.31K
|
786
$46.8K
|
|
Jun 01, 2021
Q1 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-135- 3.84% |
$7.15K - $7.89K
|
3.38K
$201K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-141- 5.29% |
$7.47K - $8.24K
|
2.53K
$150K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-144- 2.59% |
$7.63K - $8.42K
|
5.42K
$323K
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-150Closed |
$7.95K - $8.77K
|
0
$0
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-151Closed |
$8K - $8.83K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Holistic Financial Partners
|
SELL
|
- |
-163- 0.77% |
$8.63K - $9.53K
|
21K
$1.25M
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-166- 10.27% |
$8.79K - $9.7K
|
1.45K
$86.4K
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-169- 2.7% |
$8.95K - $9.88K
|
6.1K
$363K
|