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 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.77K+ 4.0% |
$211K - $247K
|
98K
$5.92M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.74KNew |
$209K - $244K
|
3.74K
$225K
|
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
BUY
|
- |
3.72KNew |
$208K - $243K
|
3.72K
$224K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.7KNew |
$207K - $242K
|
3.7K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.69KNew |
$206K - $241K
|
3.69K
$223K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
3.65K+ 4.08% |
$204K - $239K
|
93.3K
$5.63M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.6K+ 2400.0% |
$201K - $235K
|
3.75K
$226K
|
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.46K+ 5.36% |
$193K - $226K
|
68K
$4.1M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.45KNew |
$193K - $226K
|
3.45K
$208K
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.39K+ 3.86% |
$189K - $222K
|
91.3K
$5.51M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.38K+ 1.58% |
$189K - $221K
|
217K
$13.1M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.35KNew |
$187K - $219K
|
3.35K
$202K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.32K+ 36.31% |
$185K - $217K
|
12.5K
$752K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.32K+ 36.31% |
$185K - $217K
|
12.5K
$752K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.28K+ 2.16% |
$183K - $215K
|
155K
$9.36M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.16K+ 4.37% |
$176K - $207K
|
75.5K
$4.56M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.1K+ 72.16% |
$173K - $202K
|
7.38K
$446K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.83K+ 2.31% |
$158K - $185K
|
125K
$7.56M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.82K+ 2.79% |
$157K - $184K
|
104K
$6.26M
|
|
|
May 13, 2022
Q1 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.79KNew |
$156K - $182K
|
2.79K
$168K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
2.75K+ 7.73% |
$153K - $180K
|
38.3K
$2.31M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
2.75K+ 3.08% |
$153K - $180K
|
92K
$5.55M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.72K+ 3.88% |
$152K - $178K
|
72.7K
$4.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.72K+ 14.27% |
$152K - $178K
|
21.8K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
2.71K+ 11.19% |
$151K - $177K
|
26.9K
$1.62M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
2.69KNew |
$150K - $176K
|
2.69K
$162K
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.67K+ 2.41% |
$149K - $175K
|
113K
$6.84M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.51K+ 14.52% |
$140K - $164K
|
19.8K
$1.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.43K+ 2.69% |
$136K - $159K
|
92.9K
$5.61M
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.05K+ 39.96% |
$114K - $134K
|
7.18K
$433K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.04K+ 4.91% |
$114K - $134K
|
43.6K
$2.63M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.88KNew |
$105K - $123K
|
1.88K
$113K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.87K+ 12.39% |
$104K - $122K
|
16.9K
$1.02M
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.81K+ 16.15% |
$101K - $118K
|
13K
$784K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.69K+ 4.01% |
$94.5K - $111K
|
43.9K
$2.65M
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.69K+ 25.18% |
$94.1K - $110K
|
8.38K
$505K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1.64K+ 32.28% |
$91.3K - $107K
|
6.7K
$404K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.56K+ 6.75% |
$87K - $102K
|
24.6K
$1.49M
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
1.43K+ 0.95% |
$79.8K - $93.5K
|
152K
$9.17M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.42K+ 6.17% |
$79.5K - $93.1K
|
24.5K
$1.48M
|
|
|
Jan 12, 2024
Q1 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.38K+ 34.25% |
$76.9K - $90.1K
|
5.4K
$326K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.37K+ 20.19% |
$76.2K - $89.3K
|
8.13K
$490K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.34K+ 17.94% |
$74.9K - $87.7K
|
8.81K
$532K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.21K+ 2.01% |
$67.7K - $79.3K
|
61.6K
$3.72M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.16K+ 18.47% |
$64.8K - $75.9K
|
7.44K
$449K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 22.56% |
$58.7K - $68.8K
|
5.72K
$345K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.05K+ 2.32% |
$58.7K - $68.7K
|
46.3K
$2.79M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
968+ 6.38% |
$54.1K - $63.3K
|
16.2K
$975K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
961+ 2.71% |
$53.7K - $62.9K
|
36.4K
$2.19M
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
941New |
$52.5K - $61.6K
|
941
$56.8K
|