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
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
164+ 3.47% |
$9.03K - $9.94K
|
4.88K
$285K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
152+ 46.34% |
$8.37K - $9.21K
|
480
$28K
|
|
Sep 08, 2021
Q2 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
150+ 5.55% |
$8.26K - $9.09K
|
2.85K
$166K
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
145+ 10.99% |
$7.98K - $8.79K
|
1.46K
$85.5K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
BUY
|
- |
142+ 32.79% |
$7.82K - $8.61K
|
575
$33.6K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
141New |
$7.76K - $8.55K
|
141
$8.23K
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
139+ 1.2% |
$7.65K - $8.43K
|
11.7K
$684K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
135+ 6.8% |
$7.43K - $8.18K
|
2.12K
$124K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
134+ 2.0% |
$7.38K - $8.12K
|
6.83K
$399K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
131+ 0.99% |
$7.21K - $7.94K
|
13.4K
$781K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
128+ 56.89% |
$7.05K - $7.76K
|
353
$20.6K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
126+ 53.85% |
$6.94K - $7.64K
|
360
$21K
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
125+ 10.25% |
$6.88K - $7.58K
|
1.35K
$78.5K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
111+ 0.76% |
$6.11K - $6.73K
|
14.7K
$859K
|
|
Aug 16, 2021
Q2 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
105+ 4.41% |
$5.78K - $6.37K
|
2.48K
$145K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100New |
$5.51K - $6.06K
|
100
$5.84K
|
|
Sep 20, 2021
Q2 2021
|
Activest Wealth Management
|
BUY
|
- |
98+ 7.53% |
$5.4K - $5.94K
|
1.4K
$81.7K
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
96+ 4.18% |
$5.29K - $5.82K
|
2.39K
$140K
|
|
Aug 06, 2021
Q2 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
89+ 1.56% |
$4.9K - $5.4K
|
5.79K
$338K
|
|
Jul 27, 2021
Q2 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
89+ 1.14% |
$4.9K - $5.4K
|
7.9K
$461K
|
|
Jul 29, 2021
Q2 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
85+ 7.36% |
$4.68K - $5.15K
|
1.24K
$72.4K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
78+ 2.48% |
$4.29K - $4.73K
|
3.22K
$188K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
75+ 0.1% |
$4.13K - $4.55K
|
78.8K
$4.6M
|
|
Aug 02, 2021
Q2 2021
|
Btr Capital Management Inc
|
BUY
|
- |
72+ 0.19% |
$3.96K - $4.36K
|
38.9K
$2.27M
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
70+ 500.0% |
$3.85K - $4.24K
|
84
$4.9K
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
65+ 7.22% |
$3.58K - $3.94K
|
965
$56.3K
|
|
Jul 21, 2021
Q2 2021
|
Campbell Wealth Management
|
BUY
|
- |
60+ 7.29% |
$3.3K - $3.64K
|
883
$51.6K
|
|
Jul 14, 2021
Q2 2021
|
Bay Rivers Group
|
BUY
|
- |
60+ 0.98% |
$3.3K - $3.64K
|
6.21K
$363K
|
|
Jul 28, 2022
Q2 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
60+ 4.14% |
$3.3K - $3.64K
|
1.51K
$88.2K
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
56+ 1.5% |
$3.08K - $3.39K
|
3.8K
$222K
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
56+ 3.56% |
$3.08K - $3.39K
|
1.63K
$95K
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
49+ 1.49% |
$2.7K - $2.97K
|
3.33K
$194K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
47+ 1.6% |
$2.59K - $2.85K
|
2.99K
$175K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
46+ 5.88% |
$2.53K - $2.79K
|
828
$48.3K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
46+ 5.88% |
$2.53K - $2.79K
|
828
$48.3K
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
43+ 8.88% |
$2.37K - $2.61K
|
527
$30.8K
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
40New |
$2.2K - $2.42K
|
40
$2.34K
|
|
Jul 07, 2021
Q2 2021
|
Spence Asset Management
|
BUY
|
- |
37+ 0.67% |
$2.04K - $2.24K
|
5.55K
$324K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
32+ 0.56% |
$1.76K - $1.94K
|
5.8K
$338K
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
29New |
$1.6K - $1.76K
|
29
$1.69K
|
|
Aug 10, 2021
Q2 2021
|
Strategic Advisors LLC
|
BUY
|
- |
27+ 1.39% |
$1.49K - $1.64K
|
1.98K
$115K
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
25+ 2.87% |
$1.38K - $1.52K
|
895
$52.3K
|
|
Aug 16, 2021
Q2 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
25+ 1.32% |
$1.38K - $1.52K
|
1.91K
$112K
|
|
Aug 04, 2021
Q2 2021
|
Rice Partnership, LLC
|
BUY
|
- |
25New |
$1.38K - $1.52K
|
25
$1.46K
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24+ 0.7% |
$1.32K - $1.45K
|
3.46K
$202K
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
22+ 1.99% |
$1.21K - $1.33K
|
1.13K
$66K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 25.0% |
$1.16K - $1.27K
|
105
$6.13K
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
17New |
$936 - $1.03K
|
17
$993
|
|
Jul 27, 2021
Q2 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$936 - $1.03K
|
6.09K
$356K
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
15New |
$826 - $909
|
15
$876
|