Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$183K - $204K
|
3.47K
$207K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$204K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$204K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.38KNew |
$178K - $198K
|
3.38K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.32K+ 2.42% |
$175K - $195K
|
141K
$8.38M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.17K+ 107.27% |
$167K - $186K
|
6.13K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.17K+ 23.67% |
$167K - $186K
|
16.5K
$985K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.74K+ 19.57% |
$145K - $161K
|
16.8K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.61KNew |
$138K - $153K
|
2.61K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.54K+ 1.29% |
$134K - $149K
|
200K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.53K+ 5.03% |
$133K - $148K
|
52.8K
$3.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.51K+ 3.6% |
$132K - $147K
|
72K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.41K+ 2.91% |
$127K - $141K
|
85.1K
$5.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2.24KNew |
$118K - $132K
|
2.24K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.22K+ 12.9% |
$117K - $131K
|
19.5K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
2.17K+ 7.29% |
$114K - $127K
|
31.9K
$1.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2KNew |
$106K - $118K
|
2K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.92K+ 26.07% |
$101K - $113K
|
9.3K
$554K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
1.75K+ 4.01% |
$92.5K - $103K
|
45.5K
$2.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.74K+ 20.82% |
$91.5K - $102K
|
10.1K
$600K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.71K+ 1.71% |
$90.3K - $101K
|
102K
$6.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 9.41% |
$88.9K - $98.9K
|
19.6K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 32.96% |
$84.6K - $94.1K
|
6.47K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.52K+ 1.5% |
$80.1K - $89.1K
|
103K
$6.11M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.42K+ 236.67% |
$74.9K - $83.3K
|
2.02K
$120K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.42K+ 1.37% |
$74.7K - $83.1K
|
105K
$6.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.38K+ 1.79% |
$72.9K - $81.2K
|
78.8K
$4.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.37K+ 6.09% |
$72.4K - $80.6K
|
23.9K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.26K+ 1.31% |
$66.6K - $74.1K
|
97.4K
$5.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.25K+ 12.28% |
$66K - $73.5K
|
11.5K
$682K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.24K+ 3.5% |
$65.1K - $72.5K
|
36.5K
$2.17M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.16KNew |
$61.1K - $68K
|
1.16K
$69K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 0.5% |
$58.2K - $64.7K
|
223K
$13.3M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.02K+ 6.06% |
$53.9K - $60K
|
17.9K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.02K+ 12.4% |
$53.6K - $59.7K
|
9.22K
$549K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1K+ 15.38% |
$52.7K - $58.7K
|
7.5K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
989+ 3.05% |
$52.1K - $58K
|
33.5K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
975+ 0.55% |
$51.4K - $57.2K
|
179K
$10.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
963+ 13.26% |
$50.8K - $56.5K
|
8.22K
$490K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
950New |
$50.1K - $55.7K
|
950
$56.6K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
866+ 4.11% |
$45.7K - $50.8K
|
21.9K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
824+ 1.37% |
$43.4K - $48.4K
|
61.1K
$3.64M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
810+ 4.35% |
$42.7K - $47.5K
|
19.4K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
754+ 0.6% |
$39.8K - $44.2K
|
127K
$7.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
744+ 2.42% |
$39.2K - $43.7K
|
31.4K
$1.87M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
718New |
$37.9K - $42.1K
|
718
$42.8K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
695+ 1.46% |
$36.6K - $40.8K
|
48.4K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
635+ 2.02% |
$33.5K - $37.3K
|
32K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$31.6K - $35.2K
|
600
$35.7K
|