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 04, 2021
Q2 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
687New |
$37.8K - $41.6K
|
687
$38.3K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
654New |
$36K - $39.6K
|
654
$36.5K
|
|
Jul 02, 2021
Q2 2021
|
Thomasville National Bank
|
BUY
|
- |
650New |
$35.8K - $39.4K
|
650
$36.3K
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
641+ 10.93% |
$35.3K - $38.9K
|
6.5K
$363K
|
|
Aug 12, 2021
Q2 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
632New |
$34.8K - $38.3K
|
632
$35.3K
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
629+ 56.77% |
$34.6K - $38.1K
|
1.74K
$97K
|
|
Aug 16, 2021
Q2 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
600+ 37.5% |
$33K - $36.4K
|
2.2K
$123K
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
599New |
$33K - $36.3K
|
599
$33.4K
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
599New |
$33K - $36.3K
|
599
$33.4K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
594+ 10.82% |
$32.7K - $36K
|
6.08K
$339K
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
592New |
$32.6K - $35.9K
|
592
$33K
|
|
Jul 14, 2021
Q2 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
590New |
$32.5K - $35.8K
|
590
$32.9K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
566+ 4.35% |
$31.2K - $34.3K
|
13.6K
$758K
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
560+ 4.1% |
$30.8K - $33.9K
|
14.2K
$793K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
550New |
$30.3K - $33.3K
|
550
$30.7K
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
547+ 4.27% |
$30.1K - $33.2K
|
13.3K
$745K
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
542+ 0.76% |
$29.8K - $32.9K
|
71.8K
$4.01M
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
507+ 6.43% |
$27.9K - $30.7K
|
8.4K
$469K
|
|
Aug 11, 2021
Q2 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
489+ 3.16% |
$26.9K - $29.6K
|
16K
$892K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
465+ 2.99% |
$25.6K - $28.2K
|
16K
$894K
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
461+ 54.62% |
$25.4K - $27.9K
|
1.31K
$72.8K
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
443+ 48.42% |
$24.4K - $26.9K
|
1.36K
$75.8K
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
421+ 9.39% |
$23.2K - $25.5K
|
4.91K
$274K
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
400+ 6.01% |
$22K - $24.2K
|
7.06K
$394K
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
394+ 6.84% |
$21.7K - $23.9K
|
6.16K
$344K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
354+ 6.7% |
$19.5K - $21.5K
|
5.64K
$315K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
348+ 8.79% |
$19.2K - $21.1K
|
4.31K
$241K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
337+ 13.34% |
$18.6K - $20.4K
|
2.86K
$160K
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
286+ 18.3% |
$15.7K - $17.3K
|
1.85K
$103K
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
284+ 9.95% |
$15.6K - $17.2K
|
3.14K
$175K
|
|
Aug 16, 2021
Q2 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
272+ 8.94% |
$15K - $16.5K
|
3.31K
$185K
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
270New |
$14.9K - $16.4K
|
270
$15.1K
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
268+ 1.33% |
$14.8K - $16.2K
|
20.4K
$1.14M
|
|
Aug 16, 2021
Q2 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
265New |
$14.6K - $16.1K
|
265
$14.8K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
259New |
$14.3K - $15.7K
|
259
$14.5K
|
|
Jul 27, 2021
Q2 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
254+ 1.11% |
$14K - $15.4K
|
23.1K
$1.29M
|
|
Aug 17, 2021
Q2 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
243New |
$13.4K - $14.7K
|
243
$13.6K
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
241+ 7.48% |
$13.3K - $14.6K
|
3.46K
$193K
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
239New |
$13.2K - $14.5K
|
239
$13.3K
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
233New |
$12.8K - $14.1K
|
233
$13K
|
|
Aug 19, 2021
Q2 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
219+ 14.6% |
$12.1K - $13.3K
|
1.72K
$96K
|
|
Jan 03, 2023
Q2 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
212+ 3.1% |
$11.7K - $12.9K
|
7.05K
$394K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200New |
$11K - $12.1K
|
200
$11.2K
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
BUY
|
- |
200New |
$11K - $12.1K
|
200
$11.2K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
BUY
|
- |
192+ 1.33% |
$10.6K - $11.6K
|
14.6K
$816K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
179+ 8.6% |
$9.86K - $10.9K
|
2.26K
$126K
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
178+ 5.5% |
$9.8K - $10.8K
|
3.41K
$190K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
166+ 6.55% |
$9.14K - $10.1K
|
2.7K
$151K
|
|
Jul 21, 2021
Q2 2021
|
Hollencrest Capital Management
|
BUY
|
- |
166+ 0.58% |
$9.14K - $10.1K
|
28.8K
$1.61M
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 3.47% |
$9.03K - $9.94K
|
4.88K
$273K
|