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 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.87K+ 500.0% |
$158K - $174K
|
3.44K
$201K
|
|
Aug 13, 2021
Q2 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.84KNew |
$157K - $172K
|
2.84K
$166K
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.74K+ 322.35% |
$151K - $166K
|
3.59K
$210K
|
|
Jul 29, 2021
Q2 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 4.96% |
$149K - $164K
|
57.4K
$3.35M
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2.62K+ 150.0% |
$144K - $159K
|
4.37K
$255K
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.55K+ 7.35% |
$140K - $154K
|
37.2K
$2.17M
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
2.52K+ 7.19% |
$139K - $153K
|
37.6K
$2.2M
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.51K+ 43.76% |
$138K - $152K
|
8.24K
$481K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.4K+ 12.79% |
$132K - $145K
|
21.1K
$1.23M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.13K+ 24.95% |
$117K - $129K
|
10.7K
$624K
|
|
Jul 27, 2021
Q2 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.09K+ 14.57% |
$115K - $126K
|
16.4K
$957K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2.07K+ 43.8% |
$114K - $125K
|
6.78K
$396K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.03K+ 6.37% |
$112K - $123K
|
33.9K
$1.98M
|
|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.99K+ 14.03% |
$110K - $121K
|
16.2K
$944K
|
|
Aug 03, 2021
Q2 2021
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.93KNew |
$106K - $117K
|
1.93K
$113K
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.9K+ 13.03% |
$105K - $115K
|
16.5K
$962K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.87K+ 13.49% |
$103K - $113K
|
15.7K
$917K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.8K+ 12.21% |
$98.9K - $109K
|
16.5K
$963K
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
1.76KNew |
$97K - $107K
|
1.76K
$103K
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.61K+ 138.06% |
$88.5K - $97.4K
|
2.77K
$162K
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.52K+ 100.07% |
$83.7K - $92.1K
|
3.04K
$177K
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 108.68% |
$77.9K - $85.8K
|
2.72K
$159K
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.4KNew |
$76.9K - $84.7K
|
1.4K
$81.6K
|
|
Aug 16, 2021
Q2 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.35KNew |
$74.3K - $81.8K
|
1.35K
$78.8K
|
|
Aug 10, 2021
Q2 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.28KNew |
$70.5K - $77.7K
|
1.28K
$74.8K
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$70.4K - $77.5K
|
1.28K
$74.6K
|
|
Aug 02, 2021
Q2 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25KNew |
$68.7K - $75.7K
|
1.25K
$72.9K
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.23K+ 14.26% |
$67.8K - $74.6K
|
9.86K
$576K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 6.12% |
$66.3K - $73K
|
20.9K
$1.22M
|
|
Aug 16, 2021
Q2 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.2K+ 20.03% |
$66K - $72.7K
|
7.19K
$420K
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.16K+ 15.78% |
$63.7K - $70.1K
|
8.49K
$496K
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.08K+ 2.7% |
$59.5K - $65.5K
|
41.1K
$2.4M
|
|
Aug 10, 2021
Q2 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.06KNew |
$58.3K - $64.2K
|
1.06K
$61.8K
|
|
Jul 14, 2021
Q2 2021
|
Palladiem, LLC
|
BUY
|
- |
1.04K+ 14.62% |
$57.4K - $63.2K
|
8.18K
$477K
|
|
Jul 12, 2021
Q2 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
1.01K+ 1.83% |
$55.4K - $61K
|
56.1K
$3.28M
|
|
Aug 12, 2021
Q2 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1KNew |
$55.1K - $60.6K
|
1K
$58.4K
|
|
Aug 11, 2021
Q2 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
995+ 3.03% |
$54.8K - $60.3K
|
33.8K
$1.98M
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
988New |
$54.4K - $59.9K
|
988
$57.7K
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
970+ 5.14% |
$53.4K - $58.8K
|
19.8K
$1.16M
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
954+ 757.14% |
$52.5K - $57.8K
|
1.08K
$63.1K
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
954+ 757.14% |
$52.5K - $57.8K
|
1.08K
$63.1K
|
|
Jul 14, 2021
Q2 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
941+ 2.86% |
$51.8K - $57K
|
33.8K
$1.98M
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
816+ 5.43% |
$44.9K - $49.5K
|
15.9K
$926K
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
BUY
|
- |
781+ 7.15% |
$43K - $47.3K
|
11.7K
$683K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
781+ 6.68% |
$43K - $47.3K
|
12.5K
$728K
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
774New |
$42.6K - $46.9K
|
774
$45.2K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
746+ 5.5% |
$41.1K - $45.2K
|
14.3K
$835K
|
|
Jan 02, 2024
Q2 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
717+ 6.98% |
$39.5K - $43.5K
|
11K
$642K
|
|
Aug 12, 2021
Q2 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
703New |
$38.7K - $42.6K
|
703
$41K
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
691+ 20.24% |
$38K - $41.9K
|
4.11K
$240K
|