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 03, 2022
Q1 2022
|
Renaissance Investment Group LLC
|
SELL
|
- |
-308- 7.76% |
$17.2K - $20.1K
|
3.66K
$232K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-322- 0.23% |
$18K - $21.1K
|
141K
$8.89M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-331- 2.2% |
$18.5K - $21.7K
|
14.7K
$932K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-336- 2.84% |
$18.8K - $22K
|
11.5K
$727K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-338- 76.82% |
$18.9K - $22.1K
|
102
$6.45K
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-362- 1.58% |
$20.2K - $23.7K
|
22.6K
$1.43M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-377- 3.91% |
$21.1K - $24.7K
|
9.27K
$586K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-378- 40.08% |
$21.1K - $24.7K
|
565
$35.7K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-399- 3.41% |
$22.3K - $26.1K
|
11.3K
$714K
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-415- 2.88% |
$23.2K - $27.1K
|
14K
$885K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-415- 2.88% |
$23.2K - $27.1K
|
14K
$885K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-420Closed |
$23.5K - $27.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-423- 1.96% |
$23.6K - $27.7K
|
21.2K
$1.34M
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-425- 3.92% |
$23.7K - $27.8K
|
10.4K
$659K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-432- 1.63% |
$24.1K - $28.3K
|
26K
$1.65M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-479- 9.12% |
$26.7K - $31.3K
|
4.77K
$302K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-485- 5.63% |
$27.1K - $31.7K
|
8.13K
$514K
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-485- 11.77% |
$27.1K - $31.7K
|
3.63K
$230K
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-505- 3.22% |
$28.2K - $33K
|
15.2K
$961K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-516- 9.85% |
$28.8K - $33.8K
|
4.72K
$299K
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-530- 8.32% |
$29.6K - $34.7K
|
5.84K
$370K
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-532- 2.96% |
$29.7K - $34.8K
|
17.4K
$1.1M
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-539- 3.01% |
$30.1K - $35.3K
|
17.4K
$1.1M
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-540- 2.74% |
$30.2K - $35.3K
|
19.2K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-545- 9.28% |
$30.4K - $35.6K
|
5.33K
$337K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-550- 1.01% |
$30.7K - $36K
|
53.7K
$3.4M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-554- 2.83% |
$30.9K - $36.2K
|
19.1K
$1.2M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-562- 0.54% |
$31.4K - $36.8K
|
104K
$6.58M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-565- 89.54% |
$31.5K - $37K
|
66
$4.17K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-576Closed |
$32.2K - $37.7K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-600Closed |
$33.5K - $39.2K
|
0
$0
|
|
Jun 06, 2022
Q1 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-600- 1.41% |
$33.5K - $39.2K
|
41.9K
$2.65M
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-606- 4.74% |
$33.8K - $39.6K
|
12.2K
$769K
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-612- 2.94% |
$34.2K - $40K
|
20.2K
$1.28M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-620- 10.55% |
$34.6K - $40.6K
|
5.26K
$333K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-643- 3.34% |
$35.9K - $42.1K
|
18.6K
$1.18M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-643- 0.52% |
$35.9K - $42.1K
|
123K
$7.76M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-646- 7.56% |
$36.1K - $42.3K
|
7.9K
$499K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-657- 20.79% |
$36.7K - $43K
|
2.5K
$158K
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-660- 4.18% |
$36.9K - $43.2K
|
15.1K
$957K
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-668- 3.9% |
$37.3K - $43.7K
|
16.5K
$1.04M
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-696- 10.37% |
$38.9K - $45.5K
|
6.02K
$381K
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-725- 11.08% |
$40.5K - $47.4K
|
5.82K
$368K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-726- 7.18% |
$40.5K - $47.5K
|
9.39K
$594K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-739- 1.82% |
$41.3K - $48.3K
|
40K
$2.53M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-750- 30.67% |
$41.9K - $49.1K
|
1.7K
$107K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-750- 24.12% |
$41.9K - $49.1K
|
2.36K
$149K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-754- 0.5% |
$42.1K - $49.3K
|
149K
$9.45M
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-778- 0.57% |
$43.4K - $50.9K
|
136K
$8.59M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-787- 10.95% |
$43.9K - $51.5K
|
6.4K
$405K
|