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 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
577+ 1.11% |
$30.4K - $33.9K
|
52.6K
$3.13M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
555New |
$29.3K - $32.6K
|
555
$33.1K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
503+ 1.25% |
$26.5K - $29.5K
|
40.6K
$2.42M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
491+ 2.1% |
$25.9K - $28.8K
|
23.8K
$1.42M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
461New |
$24.3K - $27.1K
|
461
$27.5K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
445+ 4.78% |
$23.5K - $26.1K
|
9.76K
$582K
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
444+ 0.48% |
$23.4K - $26.1K
|
93.8K
$5.59M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
444+ 2.8% |
$23.4K - $26.1K
|
16.3K
$972K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
440+ 112.53% |
$23.2K - $25.8K
|
831
$49.5K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
414+ 208.04% |
$21.8K - $24.3K
|
613
$36.5K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
414+ 880.85% |
$21.8K - $24.3K
|
461
$27.5K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
389+ 8.6% |
$20.5K - $22.8K
|
4.91K
$293K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
362+ 2.59% |
$19.1K - $21.2K
|
14.4K
$855K
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
314+ 3.77% |
$16.6K - $18.4K
|
8.64K
$515K
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
306+ 4.11% |
$16.1K - $18K
|
7.75K
$462K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
300New |
$15.8K - $17.6K
|
300
$17.9K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
294New |
$15.5K - $17.3K
|
294
$17.5K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
292+ 1.72% |
$15.4K - $17.1K
|
17.3K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
290+ 5.81% |
$15.3K - $17K
|
5.28K
$315K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
289+ 4.84% |
$15.2K - $17K
|
6.26K
$373K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
285+ 3.31% |
$15K - $16.7K
|
8.9K
$530K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
278+ 1.81% |
$14.7K - $16.3K
|
15.6K
$931K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
277New |
$14.6K - $16.3K
|
277
$16.5K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
242+ 7.13% |
$12.8K - $14.2K
|
3.64K
$217K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
240+ 4.86% |
$12.7K - $14.1K
|
5.18K
$309K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
221+ 502.27% |
$11.7K - $13K
|
265
$15.8K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
201+ 31.75% |
$10.6K - $11.8K
|
834
$49.7K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
190+ 2.01% |
$10K - $11.1K
|
9.63K
$574K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
188+ 1.03% |
$9.91K - $11K
|
18.4K
$1.09M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
187+ 1.8% |
$9.86K - $11K
|
10.6K
$630K
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
175+ 3.43% |
$9.23K - $10.3K
|
5.28K
$314K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
167+ 1.9% |
$8.8K - $9.8K
|
8.97K
$534K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
154+ 1.64% |
$8.12K - $9.04K
|
9.53K
$568K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
150+ 56.82% |
$7.91K - $8.8K
|
414
$24.7K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$7.91K - $8.8K
|
150
$8.94K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
138New |
$7.28K - $8.1K
|
138
$8.22K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
136+ 7.79% |
$7.17K - $7.98K
|
1.88K
$112K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
127+ 0.22% |
$6.7K - $7.45K
|
57.7K
$3.44M
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
125+ 3.18% |
$6.59K - $7.34K
|
4.05K
$241K
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
123+ 26.23% |
$6.48K - $7.22K
|
592
$35.3K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$7.15K
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
120+ 3.09% |
$6.33K - $7.04K
|
4K
$238K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$7.15K
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
117+ 1.61% |
$6.17K - $6.87K
|
7.4K
$441K
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
114+ 0.86% |
$6.01K - $6.69K
|
13.4K
$797K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
113+ 1.9% |
$5.96K - $6.63K
|
6.07K
$361K
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
112+ 1.34% |
$5.9K - $6.57K
|
8.47K
$505K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
109+ 0.77% |
$5.75K - $6.4K
|
14.3K
$854K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
92New |
$4.85K - $5.4K
|
92
$5.48K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
86+ 0.94% |
$4.53K - $5.05K
|
9.2K
$548K
|