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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-413- 5.54% |
$21.8K - $24.2K
|
7.04K
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-444- 10.0% |
$23.4K - $26.1K
|
4K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-445- 1.7% |
$23.5K - $26.1K
|
25.7K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-450- 6.34% |
$23.7K - $26.4K
|
6.65K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-480- 6.91% |
$25.3K - $28.2K
|
6.47K
$385K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-490- 5.53% |
$25.8K - $28.8K
|
8.38K
$499K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-510- 2.71% |
$26.9K - $29.9K
|
18.3K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-510- 11.26% |
$26.9K - $29.9K
|
4.02K
$239K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-510- 10.57% |
$26.9K - $29.9K
|
4.31K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-523- 2.64% |
$27.6K - $30.7K
|
19.3K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-538- 1.03% |
$28.4K - $31.6K
|
51.6K
$3.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-576- 3.93% |
$30.4K - $33.8K
|
14.1K
$839K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-600- 3.08% |
$31.6K - $35.2K
|
18.9K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-600- 6.66% |
$31.6K - $35.2K
|
8.41K
$501K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-605- 14.68% |
$31.9K - $35.5K
|
3.52K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-613- 10.29% |
$32.3K - $36K
|
5.35K
$318K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-663- 11.29% |
$35K - $38.9K
|
5.21K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-700- 15.87% |
$36.9K - $41.1K
|
3.71K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-702- 11.93% |
$37K - $41.2K
|
5.18K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-710- 11.87% |
$37.4K - $41.7K
|
5.27K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-724- 3.3% |
$38.2K - $42.5K
|
21.2K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-731- 4.02% |
$38.5K - $42.9K
|
17.4K
$1.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-766- 2.88% |
$40.4K - $44.9K
|
25.8K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-794- 47.18% |
$41.9K - $46.6K
|
889
$53K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-813- 10.07% |
$42.9K - $47.7K
|
7.26K
$432K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-825- 0.68% |
$43.5K - $48.4K
|
120K
$7.16M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-835- 8.17% |
$44K - $49K
|
9.39K
$559K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-864- 3.64% |
$45.6K - $50.7K
|
22.9K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-873- 4.45% |
$46K - $51.2K
|
18.8K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-886- 4.65% |
$46.7K - $52K
|
18.2K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-892- 6.94% |
$47K - $52.3K
|
12K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-895- 1.13% |
$47.2K - $52.5K
|
78.5K
$4.67M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-934- 5.6% |
$49.2K - $54.8K
|
15.8K
$939K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.02K- 12.68% |
$53.8K - $59.9K
|
7.02K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.04K- 3.74% |
$54.8K - $61K
|
26.8K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 10.01% |
$57.1K - $63.6K
|
9.75K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.1K- 0.41% |
$57.7K - $64.3K
|
268K
$16M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-1.1K- 1.89% |
$58.2K - $64.7K
|
57.1K
$3.4M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.12K- 20.07% |
$58.8K - $65.5K
|
4.45K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.15K- 1.61% |
$60.7K - $67.5K
|
70.1K
$4.18M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.18K- 6.73% |
$62.4K - $69.4K
|
16.4K
$976K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.2K- 5.49% |
$63.2K - $70.3K
|
20.6K
$1.23M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.2K- 2.94% |
$63.3K - $70.4K
|
39.6K
$2.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.23K- 40.92% |
$65K - $72.3K
|
1.78K
$106K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.24K- 14.8% |
$65.2K - $72.6K
|
7.12K
$424K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 17.23% |
$65.3K - $72.7K
|
5.95K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 2.79% |
$65.5K - $72.9K
|
43.4K
$2.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.29K- 4.15% |
$68K - $75.7K
|
29.8K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.31K- 1.67% |
$69.2K - $77K
|
77.2K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.32K- 21.17% |
$69.7K - $77.6K
|
4.92K
$293K
|