Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.32K- 34.1% |
$403K - $444K
|
14.1K
$826K
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7.68K- 79.75% |
$423K - $466K
|
1.95K
$114K
|
|
Aug 03, 2021
Q2 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.73KClosed |
$426K - $469K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.95K- 63.44% |
$438K - $482K
|
4.58K
$267K
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.08K- 39.69% |
$445K - $490K
|
12.3K
$716K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.46K- 22.11% |
$466K - $513K
|
29.8K
$1.74M
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8.5K- 70.93% |
$468K - $516K
|
3.49K
$204K
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-8.85K- 91.57% |
$487K - $536K
|
814
$47.5K
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.15KClosed |
$504K - $554K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-9.34K- 99.73% |
$514K - $566K
|
25
$1.46K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.39K- 62.3% |
$517K - $569K
|
5.68K
$332K
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-9.42K- 50.22% |
$519K - $571K
|
9.34K
$545K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.56K- 7.66% |
$526K - $579K
|
115K
$6.73M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.83KClosed |
$541K - $596K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-10K- 45.45% |
$551K - $606K
|
12K
$701K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10.5K- 68.96% |
$579K - $638K
|
4.73K
$276K
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11KClosed |
$607K - $668K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
SELL
|
- |
-11.1K- 93.23% |
$614K - $676K
|
809
$47.2K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-11.5K- 27.66% |
$632K - $696K
|
30K
$1.75M
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.6K- 60.21% |
$636K - $701K
|
7.64K
$446K
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-11.8K- 88.28% |
$651K - $716K
|
1.57K
$91.6K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14K- 66.32% |
$769K - $846K
|
7.09K
$414K
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14K- 42.86% |
$772K - $849K
|
18.7K
$1.09M
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-14.2K- 90.38% |
$782K - $861K
|
1.51K
$88.2K
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.6KClosed |
$802K - $883K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.4K- 45.34% |
$846K - $931K
|
18.5K
$1.08M
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-16.7K- 90.44% |
$917K - $1.01M
|
1.76K
$103K
|
|
Jul 22, 2021
Q2 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-17KClosed |
$938K - $1.03M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.2K- 67.56% |
$946K - $1.04M
|
8.25K
$482K
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-18.2KClosed |
$1M - $1.1M
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Churchill Management Corp
|
SELL
|
- |
-18.4K- 28.71% |
$1.01M - $1.12M
|
45.8K
$2.67M
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-19.8K- 49.49% |
$1.09M - $1.2M
|
20.2K
$1.18M
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-19.8K- 43.02% |
$1.09M - $1.2M
|
26.3K
$1.53M
|
|
Aug 16, 2021
Q2 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-20.3K- 78.84% |
$1.12M - $1.23M
|
5.44K
$318K
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.4K- 92.27% |
$1.12M - $1.24M
|
1.71K
$99.7K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.5K- 72.83% |
$1.13M - $1.24M
|
7.65K
$447K
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.8KClosed |
$1.42M - $1.57M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-26.8K- 97.76% |
$1.47M - $1.62M
|
614
$35.9K
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
SELL
|
- |
-29.1K- 94.27% |
$1.6M - $1.77M
|
1.77K
$103K
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-29.4K- 85.28% |
$1.62M - $1.78M
|
5.08K
$297K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.3K- 28.62% |
$1.95M - $2.14M
|
88.1K
$5.14M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-36K- 10.24% |
$1.98M - $2.18M
|
316K
$18.4M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-45.4K- 69.09% |
$2.5M - $2.75M
|
20.3K
$1.19M
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-51.7KClosed |
$2.84M - $3.13M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-53.2K- 24.39% |
$2.93M - $3.23M
|
165K
$9.63M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-56.2K- 47.23% |
$3.1M - $3.41M
|
62.8K
$3.67M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.3K- 19.75% |
$3.93M - $4.32M
|
290K
$16.9M
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-74.4K- 99.68% |
$4.1M - $4.51M
|
240
$14K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-80.7K- 66.95% |
$4.44M - $4.89M
|
39.8K
$2.33M
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-103K- 77.28% |
$5.66M - $6.23M
|
30.2K
$1.76M
|