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
|
Sound Income Strategies, LLC
|
SELL
|
- |
-78- 7.85% |
$4.11K - $4.58K
|
915
$54.5K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-96- 1.49% |
$5.06K - $5.63K
|
6.35K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 11.24% |
$5.27K - $5.87K
|
790
$47.1K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.36% |
$5.27K - $5.87K
|
7.24K
$431K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-107- 0.44% |
$5.64K - $6.28K
|
24.5K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-108- 0.75% |
$5.69K - $6.34K
|
14.3K
$850K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-110- 0.94% |
$5.8K - $6.45K
|
11.5K
$687K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-113- 1.59% |
$5.96K - $6.63K
|
7.02K
$418K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-114- 2.26% |
$6.01K - $6.69K
|
4.94K
$294K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-115- 1.31% |
$6.06K - $6.75K
|
8.68K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-120- 0.88% |
$6.33K - $7.04K
|
13.5K
$806K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-120- 0.27% |
$6.33K - $7.04K
|
44.8K
$2.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-125- 2.04% |
$6.59K - $7.34K
|
5.99K
$357K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-127- 0.36% |
$6.7K - $7.45K
|
34.9K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-135- 3.34% |
$7.12K - $7.92K
|
3.91K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-141- 0.14% |
$7.43K - $8.27K
|
99.3K
$5.92M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-143- 1.78% |
$7.54K - $8.39K
|
7.88K
$470K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-149- 4.01% |
$7.86K - $8.74K
|
3.57K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-153- 3.43% |
$8.07K - $8.98K
|
4.31K
$257K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-173- 0.46% |
$9.12K - $10.2K
|
37.3K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-174- 1.98% |
$9.17K - $10.2K
|
8.6K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-178- 4.5% |
$9.38K - $10.4K
|
3.78K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-185- 1.59% |
$9.75K - $10.9K
|
11.5K
$682K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-186- 41.43% |
$9.81K - $10.9K
|
263
$15.7K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-192- 2.26% |
$10.1K - $11.3K
|
8.31K
$495K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-200- 1.94% |
$10.5K - $11.7K
|
10.1K
$601K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 16.67% |
$10.5K - $11.7K
|
1K
$59.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-201- 5.08% |
$10.6K - $11.8K
|
3.75K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-206- 2.42% |
$10.9K - $12.1K
|
8.3K
$494K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-210- 3.65% |
$11.1K - $12.3K
|
5.54K
$330K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-222- 0.88% |
$11.7K - $13K
|
25K
$1.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-225- 6.18% |
$11.9K - $13.2K
|
3.41K
$203K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-241- 6.06% |
$12.7K - $14.1K
|
3.74K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-244- 19.44% |
$12.9K - $14.3K
|
1.01K
$60.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-250- 2.62% |
$13.2K - $14.7K
|
9.3K
$554K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-250- 6.43% |
$13.2K - $14.7K
|
3.64K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-266- 2.86% |
$14K - $15.6K
|
9.02K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-270- 47.96% |
$14.2K - $15.8K
|
293
$17.5K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-286- 47.43% |
$15.1K - $16.8K
|
317
$18.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 45.73% |
$15.8K - $17.6K
|
356
$21.2K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-301- 6.3% |
$15.9K - $17.7K
|
4.48K
$267K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-321- 4.1% |
$16.9K - $18.8K
|
7.51K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-322- 0.3% |
$17K - $18.9K
|
106K
$6.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-328- 76.64% |
$17.3K - $19.2K
|
100
$5.96K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-337- 1.81% |
$17.8K - $19.8K
|
18.3K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-343- 0.9% |
$18.1K - $20.1K
|
37.9K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-353- 2.36% |
$18.6K - $20.7K
|
14.6K
$871K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-354- 2.93% |
$18.7K - $20.8K
|
11.7K
$698K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-365- 92.41% |
$19.2K - $21.4K
|
30
$1.79K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-404- 5.82% |
$21.3K - $23.7K
|
6.53K
$389K
|