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
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-798- 11.22% |
$44.6K - $52.2K
|
6.32K
$399K
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-806- 6.95% |
$45K - $52.7K
|
10.8K
$683K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-824- 0.68% |
$46K - $53.9K
|
120K
$7.61M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-849Closed |
$47.4K - $55.5K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-851- 6.32% |
$47.5K - $55.7K
|
12.6K
$798K
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-854- 2.51% |
$47.7K - $55.9K
|
33.2K
$2.1M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-880- 9.73% |
$49.1K - $57.6K
|
8.16K
$516K
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-900- 10.43% |
$50.3K - $58.9K
|
7.73K
$489K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-900Closed |
$50.3K - $58.9K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-947- 5.1% |
$52.9K - $61.9K
|
17.6K
$1.12M
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-974- 3.04% |
$54.4K - $63.7K
|
31K
$1.96M
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
SELL
|
- |
-1.01K- 15.2% |
$56.2K - $65.9K
|
5.62K
$355K
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-1.12K- 3.67% |
$62.8K - $73.5K
|
29.5K
$1.87M
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.13K- 2.07% |
$62.8K - $73.6K
|
53.2K
$3.37M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.14K- 2.87% |
$63.5K - $74.4K
|
38.5K
$2.43M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.14K- 0.7% |
$63.8K - $74.8K
|
163K
$10.3M
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.18K- 7.6% |
$65.9K - $77.2K
|
14.4K
$908K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.24K- 21.44% |
$69.1K - $80.9K
|
4.53K
$287K
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.25K- 18.16% |
$69.9K - $81.9K
|
5.64K
$357K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.26K- 3.16% |
$70.1K - $82.1K
|
38.5K
$2.44M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.27K- 1.44% |
$70.9K - $83.1K
|
87K
$5.5M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 8.98% |
$71.2K - $83.4K
|
12.9K
$818K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.29K- 13.01% |
$72K - $84.4K
|
8.63K
$546K
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.35K- 17.45% |
$75.3K - $88.2K
|
6.38K
$403K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.37K- 2.48% |
$76.3K - $89.4K
|
53.8K
$3.4M
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.45K- 5.74% |
$80.9K - $94.8K
|
23.8K
$1.51M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.45K- 0.75% |
$81.1K - $95K
|
192K
$12.1M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.54K- 5.14% |
$85.8K - $100K
|
28.3K
$1.79M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.54K- 7.25% |
$85.9K - $101K
|
19.7K
$1.25M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 6.7% |
$86.6K - $101K
|
21.6K
$1.36M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.63K- 2.13% |
$91.2K - $107K
|
75K
$4.74M
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-1.68K- 3.08% |
$93.6K - $110K
|
52.8K
$3.34M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.72K- 28.16% |
$95.8K - $112K
|
4.38K
$277K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.74KClosed |
$97.2K - $114K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.79K- 9.05% |
$100K - $117K
|
18K
$1.14M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.9KClosed |
$106K - $124K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.9K- 9.35% |
$106K - $124K
|
18.4K
$1.16M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.97K- 28.58% |
$110K - $129K
|
4.93K
$312K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-2.01K- 22.89% |
$112K - $131K
|
6.77K
$428K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-2.02K- 16.19% |
$113K - $132K
|
10.4K
$660K
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.1K- 18.47% |
$117K - $137K
|
9.25K
$585K
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.1K- 6.02% |
$117K - $137K
|
32.8K
$2.07M
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-2.18K- 2.27% |
$122K - $142K
|
93.8K
$5.93M
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.19K- 31.0% |
$122K - $143K
|
4.87K
$308K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.2K- 54.65% |
$123K - $144K
|
1.82K
$115K
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.35K- 15.9% |
$131K - $154K
|
12.5K
$788K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.36K- 7.11% |
$132K - $154K
|
30.8K
$1.95M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.38K- 4.86% |
$133K - $156K
|
46.6K
$2.94M
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2.38K- 60.89% |
$133K - $156K
|
1.53K
$96.8K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2.54K- 11.54% |
$142K - $166K
|
19.5K
$1.23M
|