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 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-181- 3.31% |
$9.59K - $10.6K
|
5.29K
$315K
|
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-182- 3.12% |
$9.64K - $10.6K
|
5.65K
$336K
|
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-192- 91.43% |
$10.2K - $11.2K
|
18
$1.07K
|
|
|
May 06, 2021
Q1 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-195- 23.99% |
$10.3K - $11.4K
|
618
$36.8K
|
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-213- 5.87% |
$11.3K - $12.4K
|
3.41K
$203K
|
|
|
May 14, 2021
Q1 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-217- 7.06% |
$11.5K - $12.7K
|
2.86K
$170K
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-235- 3.91% |
$12.4K - $13.7K
|
5.77K
$344K
|
|
|
May 04, 2021
Q1 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-236- 1.0% |
$12.5K - $13.8K
|
23.4K
$1.39M
|
|
|
May 14, 2021
Q1 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-245- 16.72% |
$13K - $14.3K
|
1.22K
$72.7K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-252- 77.06% |
$13.3K - $14.7K
|
75
$4.47K
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-252- 5.66% |
$13.3K - $14.7K
|
4.2K
$250K
|
|
|
Apr 20, 2021
Q1 2021
|
First United Bank & Trust
|
SELL
|
- |
-258- 20.96% |
$13.7K - $15.1K
|
973
$58K
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-265- 28.77% |
$14K - $15.5K
|
656
$39.1K
|
|
|
May 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-277- 14.37% |
$14.7K - $16.2K
|
1.65K
$98.3K
|
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-297- 26.71% |
$15.7K - $17.4K
|
815
$48.5K
|
|
|
May 11, 2021
Q1 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-300- 12.26% |
$15.9K - $17.5K
|
2.15K
$128K
|
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-322- 29.38% |
$17.1K - $18.8K
|
774
$46.1K
|
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-323- 68.58% |
$17.1K - $18.9K
|
148
$8.82K
|
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-343- 4.06% |
$18.2K - $20K
|
8.11K
$483K
|
|
|
Apr 20, 2021
Q1 2021
|
Cumberland Advisors Inc
|
SELL
|
- |
-346- 0.62% |
$18.3K - $20.2K
|
55.1K
$3.28M
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-357Closed |
$18.9K - $20.9K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
SELL
|
- |
-373- 5.09% |
$19.8K - $21.8K
|
6.95K
$414K
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-385- 8.86% |
$20.4K - $22.5K
|
3.96K
$236K
|
|
|
Apr 26, 2021
Q1 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-388- 2.82% |
$20.6K - $22.7K
|
13.4K
$797K
|
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-393- 37.22% |
$20.8K - $23K
|
663
$39.5K
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-397- 33.62% |
$21K - $23.2K
|
784
$46.7K
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-401- 12.71% |
$21.2K - $23.4K
|
2.75K
$164K
|
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-402- 3.98% |
$21.3K - $23.5K
|
9.7K
$578K
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
SELL
|
- |
-420- 13.57% |
$22.2K - $24.5K
|
2.68K
$159K
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-428- 11.07% |
$22.7K - $25K
|
3.44K
$205K
|
|
|
May 18, 2021
Q1 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-450- 11.41% |
$23.8K - $26.3K
|
3.5K
$208K
|
|
|
Apr 28, 2021
Q1 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-457- 2.73% |
$24.2K - $26.7K
|
16.3K
$972K
|
|
|
May 18, 2021
Q1 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-462- 41.89% |
$24.5K - $27K
|
641
$38.2K
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-471- 35.55% |
$24.9K - $27.5K
|
854
$50.9K
|
|
|
May 10, 2021
Q1 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-488- 91.21% |
$25.8K - $28.5K
|
47
$2.8K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-503- 2.12% |
$26.6K - $29.4K
|
23.2K
$1.38M
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-520- 26.85% |
$27.5K - $30.4K
|
1.42K
$84.4K
|
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-530- 3.66% |
$28.1K - $31K
|
14K
$832K
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-564- 46.8% |
$29.9K - $33K
|
641
$38.2K
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-608- 4.35% |
$32.2K - $35.5K
|
13.4K
$796K
|
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-625- 34.42% |
$33.1K - $36.5K
|
1.19K
$70.9K
|
|
|
May 14, 2021
Q1 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-626Closed |
$33.2K - $36.6K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-628Closed |
$33.3K - $36.7K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-637- 10.4% |
$33.7K - $37.2K
|
5.49K
$327K
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-650- 24.68% |
$34.4K - $38K
|
1.98K
$118K
|
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
SELL
|
- |
-658Closed |
$34.9K - $38.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-659Closed |
$34.9K - $38.5K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-671Closed |
$35.5K - $39.2K
|
0
$0
|
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-676- 38.58% |
$35.8K - $39.5K
|
1.08K
$64.1K
|
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-676- 38.58% |
$35.8K - $39.5K
|
1.08K
$64.1K
|