Purchases and Sales Made in Q1 2022 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 2022. 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, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.9K+ 15.35% |
$606K - $710K
|
81.6K
$5.16M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.4K+ 11.49% |
$581K - $680K
|
101K
$6.39M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.4K+ 29.54% |
$578K - $677K
|
45.4K
$2.87M
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.2KNew |
$567K - $665K
|
10.2K
$643K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10.1K+ 131.97% |
$563K - $660K
|
17.7K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10KNew |
$558K - $654K
|
10K
$633K
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.93KNew |
$554K - $650K
|
9.93K
$628K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
9.48K+ 2.62% |
$529K - $620K
|
372K
$23.5M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.13K+ 6.25% |
$510K - $597K
|
155K
$9.82M
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
BUY
|
- |
8.87KNew |
$495K - $580K
|
8.87K
$561K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8.15K+ 14.29% |
$455K - $533K
|
65.1K
$4.12M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.03K+ 3.36% |
$449K - $526K
|
247K
$15.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
7.75KNew |
$432K - $507K
|
7.75K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.74K+ 0.64% |
$432K - $506K
|
1.21M
$76.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
7.72KNew |
$431K - $505K
|
7.72K
$489K
|
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
7.11KNew |
$397K - $465K
|
7.11K
$450K
|
|
|
May 05, 2022
Q1 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
6.92KNew |
$386K - $452K
|
6.92K
$437K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.85K+ 96.66% |
$383K - $448K
|
13.9K
$882K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.62K+ 6.84% |
$369K - $433K
|
103K
$6.54M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.5K+ 38.95% |
$363K - $425K
|
23.2K
$1.47M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.5K+ 127.51% |
$363K - $425K
|
11.6K
$733K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.37K+ 1.51% |
$355K - $416K
|
427K
$27M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.34K+ 22.31% |
$354K - $415K
|
34.8K
$2.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.34K+ 0.34% |
$354K - $415K
|
1.88M
$119M
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
6.17K+ 8.25% |
$345K - $404K
|
81K
$5.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6.14K+ 30.45% |
$343K - $402K
|
26.3K
$1.66M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.13K+ 22.5% |
$342K - $401K
|
33.4K
$2.11M
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.87KNew |
$328K - $384K
|
5.87K
$371K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.8K+ 13.1% |
$324K - $379K
|
50.1K
$3.17M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.55K+ 7.45% |
$310K - $363K
|
80.1K
$5.07M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.39K+ 7.42% |
$301K - $352K
|
78K
$4.94M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.24K+ 62.55% |
$293K - $343K
|
13.6K
$862K
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.22K+ 23.78% |
$291K - $341K
|
27.2K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.04K+ 106.86% |
$282K - $330K
|
9.76K
$618K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
5KNew |
$279K - $327K
|
5K
$316K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.98K+ 1.13% |
$278K - $326K
|
445K
$28.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.89K+ 12.6% |
$273K - $320K
|
43.7K
$2.76M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.8KNew |
$268K - $314K
|
4.8K
$303K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.74K+ 3.62% |
$265K - $310K
|
136K
$8.58M
|
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.7K+ 5.8% |
$263K - $308K
|
85.7K
$5.42M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.53KNew |
$253K - $296K
|
4.53K
$286K
|
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.52K+ 22.41% |
$253K - $296K
|
24.7K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.45K+ 37.44% |
$248K - $291K
|
16.3K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.43K+ 14.1% |
$247K - $290K
|
35.8K
$2.27M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.41K+ 6.93% |
$246K - $289K
|
68.1K
$4.31M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.4K+ 110.01% |
$245K - $287K
|
8.39K
$531K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.34K+ 44.9% |
$242K - $284K
|
14K
$886K
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
4.28KNew |
$239K - $280K
|
4.28K
$270K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.18K+ 47.64% |
$233K - $273K
|
12.9K
$819K
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.93K+ 9.52% |
$220K - $257K
|
45.3K
$2.86M
|