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 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-1.32K- 88.27% |
$69.8K - $77.7K
|
176
$10.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1.35K- 6.82% |
$71.2K - $79.2K
|
18.5K
$1.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.4K- 4.08% |
$73.8K - $82.2K
|
32.9K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.45K- 11.23% |
$76.2K - $84.9K
|
11.4K
$681K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.55K- 21.82% |
$81.6K - $90.8K
|
5.55K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.63K- 6.27% |
$85.9K - $95.6K
|
24.4K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.69K- 1.5% |
$88.9K - $99K
|
110K
$6.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.74K- 21.38% |
$91.5K - $102K
|
6.38K
$380K
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-1.8K- 33.68% |
$94.9K - $106K
|
3.55K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.82K- 88.59% |
$95.8K - $107K
|
234
$13.9K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.85K- 34.76% |
$97.3K - $108K
|
3.46K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.95K- 13.34% |
$103K - $114K
|
12.6K
$753K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-2K- 2.86% |
$106K - $117K
|
68K
$4.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.06K- 37.66% |
$109K - $121K
|
3.42K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.07K- 22.44% |
$109K - $121K
|
7.15K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.1K- 10.33% |
$111K - $123K
|
18.2K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.18K- 15.18% |
$115K - $128K
|
12.2K
$725K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.19K- 2.07% |
$115K - $128K
|
104K
$6.17M
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.33K- 28.03% |
$123K - $136K
|
5.97K
$356K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.38K- 7.74% |
$125K - $139K
|
28.3K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.43K- 3.3% |
$128K - $143K
|
71.2K
$4.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.46K- 8.46% |
$130K - $144K
|
26.6K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.61K- 5.81% |
$138K - $153K
|
42.4K
$2.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.7K- 14.88% |
$142K - $159K
|
15.5K
$921K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.76K- 4.93% |
$146K - $162K
|
53.3K
$3.17M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.78K- 17.96% |
$147K - $163K
|
12.7K
$758K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 9.63% |
$148K - $165K
|
26.4K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 43.21% |
$149K - $165K
|
3.7K
$221K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.82K- 43.21% |
$149K - $165K
|
3.7K
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.9K- 4.33% |
$153K - $170K
|
64.1K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3K- 14.84% |
$158K - $176K
|
17.2K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.19K- 21.34% |
$168K - $187K
|
11.8K
$701K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.3K- 31.16% |
$174K - $194K
|
7.29K
$434K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.48K- 0.98% |
$184K - $204K
|
353K
$21M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.55K- 10.66% |
$187K - $209K
|
29.8K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.66K- 4.04% |
$193K - $215K
|
87K
$5.18M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.7KClosed |
$195K - $217K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.73K- 2.34% |
$196K - $219K
|
155K
$9.25M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.88K- 2.39% |
$205K - $228K
|
158K
$9.43M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.1K- 7.89% |
$216K - $241K
|
47.9K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-4.15K- 10.63% |
$219K - $244K
|
34.9K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-4.4K- 78.61% |
$232K - $258K
|
1.2K
$71.4K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.51K- 78.98% |
$238K - $265K
|
1.2K
$71.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.53K- 21.36% |
$239K - $266K
|
16.7K
$993K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.58K- 16.26% |
$241K - $269K
|
23.6K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.76K- 38.26% |
$251K - $279K
|
7.69K
$458K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.31K- 22.58% |
$280K - $311K
|
18.2K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.54K- 33.37% |
$292K - $325K
|
11.1K
$659K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.56K- 10.34% |
$293K - $326K
|
48.2K
$2.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5.74K- 34.69% |
$302K - $337K
|
10.8K
$643K
|