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 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-696- 4.28% |
$36.9K - $40.7K
|
15.6K
$911K
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-734- 44.48% |
$38.9K - $42.9K
|
916
$53.6K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-740- 11.38% |
$39.2K - $43.3K
|
5.76K
$337K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-747- 45.88% |
$39.6K - $43.7K
|
881
$51.6K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-749Closed |
$39.7K - $43.8K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-760- 7.96% |
$40.3K - $44.4K
|
8.79K
$515K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-765- 37.78% |
$40.5K - $44.7K
|
1.26K
$73.8K
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-784Closed |
$41.5K - $45.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-806Closed |
$42.7K - $47.1K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-813- 20.54% |
$43.1K - $47.5K
|
3.15K
$184K
|
|
Apr 23, 2021
Q1 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-842Closed |
$44.6K - $49.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-859Closed |
$45.5K - $50.2K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-865- 29.43% |
$45.8K - $50.6K
|
2.07K
$121K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-867- 5.89% |
$45.9K - $50.7K
|
13.8K
$810K
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-880- 27.99% |
$46.6K - $51.4K
|
2.26K
$133K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-889- 28.45% |
$47.1K - $52K
|
2.24K
$131K
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-900Closed |
$47.7K - $52.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-903- 22.89% |
$47.8K - $52.8K
|
3.04K
$178K
|
|
May 11, 2021
Q1 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1KClosed |
$53K - $58.5K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.03K- 1.4% |
$54.3K - $60K
|
72.2K
$4.23M
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.05K- 30.06% |
$55.4K - $61.1K
|
2.43K
$142K
|
|
Apr 30, 2021
Q1 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.05K- 24.31% |
$55.5K - $61.3K
|
3.26K
$191K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.06K- 21.75% |
$56K - $61.8K
|
3.81K
$223K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.08K- 9.18% |
$57.1K - $63K
|
10.7K
$624K
|
|
May 07, 2021
Q1 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 47.87% |
$59.6K - $65.8K
|
1.23K
$71.7K
|
|
May 11, 2021
Q1 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.13K- 53.54% |
$59.8K - $65.9K
|
979
$57.3K
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.16K- 29.8% |
$61.4K - $67.7K
|
2.73K
$160K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.19K- 31.49% |
$63.1K - $69.7K
|
2.59K
$152K
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 28.2% |
$69.7K - $76.9K
|
3.35K
$196K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.36K- 66.62% |
$72.2K - $79.7K
|
683
$40K
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.38K- 21.92% |
$73K - $80.5K
|
4.91K
$287K
|
|
Apr 27, 2021
Q1 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.51KClosed |
$80K - $88.3K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-1.53K- 33.24% |
$80.8K - $89.1K
|
3.06K
$179K
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.54K- 63.05% |
$81.4K - $89.8K
|
900
$52.7K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.55K- 34.95% |
$82.2K - $90.7K
|
2.89K
$169K
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.55K- 11.63% |
$82.3K - $90.8K
|
11.8K
$692K
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.65KClosed |
$87.4K - $96.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.67K- 30.75% |
$88.4K - $97.6K
|
3.76K
$220K
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.71KClosed |
$90.7K - $100K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.76K- 33.48% |
$93K - $103K
|
3.49K
$204K
|
|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-1.76KClosed |
$93.4K - $103K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 13.39% |
$95.8K - $106K
|
11.7K
$684K
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.89KClosed |
$100K - $110K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.9K- 65.08% |
$101K - $111K
|
1.02K
$59.8K
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.92K- 26.51% |
$101K - $112K
|
5.31K
$311K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.92K- 12.91% |
$102K - $112K
|
13K
$759K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.96K- 68.76% |
$104K - $115K
|
892
$52.2K
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.01K- 18.78% |
$107K - $118K
|
8.71K
$510K
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.02K- 43.03% |
$107K - $118K
|
2.68K
$157K
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.03K- 42.96% |
$108K - $119K
|
2.7K
$158K
|