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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
925+ 0.67% |
$51.7K - $60.5K
|
139K
$8.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
908+ 2.14% |
$50.7K - $59.4K
|
43.4K
$2.62M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
900+ 241.94% |
$50.3K - $58.9K
|
1.27K
$76.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
900+ 26.76% |
$50.3K - $58.9K
|
4.26K
$257K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
887+ 45.65% |
$49.5K - $58K
|
2.83K
$171K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
879+ 4.26% |
$49.1K - $57.5K
|
21.5K
$1.3M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
856+ 1.0% |
$47.8K - $56K
|
86.1K
$5.2M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
835+ 4.75% |
$46.6K - $54.6K
|
18.4K
$1.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
805+ 3.23% |
$45K - $52.7K
|
25.7K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
798+ 5.47% |
$44.6K - $52.2K
|
15.4K
$928K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
794+ 9.63% |
$44.3K - $51.9K
|
9.04K
$546K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
768New |
$42.9K - $50.2K
|
768
$46.3K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
764+ 12.77% |
$42.7K - $50K
|
6.75K
$407K
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
761+ 0.63% |
$42.5K - $49.8K
|
121K
$7.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
759+ 49.0% |
$42.4K - $49.6K
|
2.31K
$139K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
753+ 1.53% |
$42K - $49.3K
|
50K
$3.02M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
738+ 10.39% |
$41.2K - $48.3K
|
7.84K
$473K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
731+ 6.75% |
$40.8K - $47.8K
|
11.6K
$697K
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
715+ 11.48% |
$39.9K - $46.8K
|
6.94K
$419K
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
650+ 14.69% |
$36.3K - $42.5K
|
5.08K
$306K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
649+ 2.34% |
$36.2K - $42.5K
|
28.4K
$1.71M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
603New |
$33.7K - $39.4K
|
603
$36.4K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
573+ 9.83% |
$32K - $37.5K
|
6.4K
$386K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
564New |
$31.5K - $36.9K
|
564
$34K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
BUY
|
- |
545+ 0.24% |
$30.4K - $35.6K
|
227K
$13.7M
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
540+ 93.75% |
$30.2K - $35.3K
|
1.12K
$67.3K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
540New |
$30.2K - $35.3K
|
540
$32.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
533+ 1.72% |
$29.8K - $34.9K
|
31.5K
$1.9M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
527+ 2.88% |
$29.4K - $34.5K
|
18.8K
$1.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
516+ 0.22% |
$28.8K - $33.8K
|
236K
$14.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
513+ 14.28% |
$28.6K - $33.6K
|
4.11K
$248K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
498+ 1.91% |
$27.8K - $32.6K
|
26.5K
$1.6M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
472+ 2.11% |
$26.4K - $30.9K
|
22.8K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
463+ 5.07% |
$25.9K - $30.3K
|
9.59K
$579K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
460+ 1.2% |
$25.7K - $30.1K
|
38.7K
$2.34M
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
457+ 2.38% |
$25.5K - $29.9K
|
19.6K
$1.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
429+ 4.44% |
$24K - $28.1K
|
10.1K
$608K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
374New |
$20.9K - $24.5K
|
374
$22.6K
|
|
|
May 05, 2022
Q1 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
370+ 6.58% |
$20.7K - $24.2K
|
5.99K
$362K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
357+ 4.11% |
$19.9K - $23.4K
|
9.03K
$545K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
347+ 0.99% |
$19.4K - $22.7K
|
35.4K
$2.13M
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
325+ 2.51% |
$18.1K - $21.3K
|
13.3K
$800K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
325New |
$18.1K - $21.3K
|
325
$19.6K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
270+ 750.0% |
$15.1K - $17.7K
|
306
$18.5K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
270New |
$15.1K - $17.7K
|
270
$16.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
264New |
$14.7K - $17.3K
|
264
$15.9K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
262+ 2.68% |
$14.6K - $17.1K
|
10K
$606K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
256+ 2.92% |
$14.3K - $16.7K
|
9.02K
$544K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
238+ 3.22% |
$13.3K - $15.6K
|
7.62K
$460K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
223+ 5.5% |
$12.5K - $14.6K
|
4.28K
$258K
|