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 |
---|---|---|---|---|---|---|---|
Jul 16, 2021
Q2 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
13+ 1.02% |
$716 - $788
|
1.29K
$72.1K
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.34% |
$716 - $788
|
3.82K
$213K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$716 - $788
|
13
$726
|
|
Jul 16, 2021
Q2 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12New |
$661 - $727
|
12
$670
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
BUY
|
- |
12+ 1.03% |
$661 - $727
|
1.18K
$65.8K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
11New |
$606 - $667
|
11
$614
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10New |
$551 - $606
|
10
$558
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
10+ 0.99% |
$551 - $606
|
1.02K
$56.8K
|
|
Jul 13, 2021
Q2 2021
|
Patten & Patten Inc
|
BUY
|
- |
10+ 1.01% |
$551 - $606
|
1.01K
$56.1K
|
|
Jul 08, 2021
Q2 2021
|
Renaissance Investment Group LLC
|
BUY
|
- |
8+ 1.14% |
$440 - $485
|
709
$39.6K
|
|
Jul 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$440 - $485
|
8
$447
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.65% |
$385 - $424
|
1.08K
$60.1K
|
|
Jul 23, 2021
Q2 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
5+ 0.41% |
$275 - $303
|
1.23K
$68.7K
|
|
Jul 22, 2021
Q2 2021
|
Rede Wealth, LLC
|
BUY
|
- |
4+ 0.6% |
$220 - $242
|
667
$37.2K
|
|
Aug 02, 2021
Q2 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4+ 0.45% |
$220 - $242
|
901
$50.3K
|
|
Aug 03, 2021
Q2 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4+ 0.41% |
$220 - $242
|
983
$54.9K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4New |
$220 - $242
|
4
$223
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3New |
$165 - $182
|
3
$167
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$110 - $121
|
2.15K
$120K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$110 - $121
|
643
$35.9K
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$110 - $121
|
1.63K
$90.9K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2New |
$110 - $121
|
2
$112
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
BUY
|
- |
1+ 0.09% |
$55.1 - $60.6
|
1.06K
$59.3K
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.8% |
$55.1 - $60.6
|
126
$7.03K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.12% |
$55.1 - $60.6
|
816
$45.5K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 20.0% |
$55.1 - $60.6
|
6
$335
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.2% |
$55.1 - $60.6
|
505
$28.2K
|
|
Jul 22, 2021
Q2 2021
|
Wp Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$55.1 - $60.6
|
1.54K
$85.7K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.15% |
$55.1 - $60.6
|
658
$36.7K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1- 0.72% |
$55.1 - $60.6
|
137
$7.65K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 0.29% |
$220 - $242
|
1.36K
$76K
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-4- 0.51% |
$220 - $242
|
778
$43.4K
|
|
Aug 13, 2021
Q2 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.3% |
$275 - $303
|
1.64K
$91.5K
|
|
Jul 14, 2021
Q2 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$275 - $303
|
3.37K
$188K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7- 0.4% |
$385 - $424
|
1.73K
$96.3K
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7- 0.69% |
$385 - $424
|
1.01K
$56.6K
|
|
Aug 02, 2021
Q2 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-8- 1.25% |
$440 - $485
|
633
$35.3K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-8- 0.19% |
$440 - $485
|
4.2K
$234K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9- 2.9% |
$496 - $546
|
301
$16.8K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12- 0.24% |
$661 - $727
|
4.9K
$273K
|
|
Aug 10, 2021
Q2 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-13- 0.11% |
$716 - $788
|
11.7K
$654K
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-14- 30.43% |
$771 - $849
|
32
$1.79K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-15- 2.36% |
$826 - $909
|
620
$34.6K
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-17- 1.72% |
$936 - $1.03K
|
969
$54.1K
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18- 0.52% |
$991 - $1.09K
|
3.44K
$192K
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
SELL
|
- |
-20- 3.03% |
$1.1K - $1.21K
|
640
$35.7K
|
|
Aug 05, 2021
Q2 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-20- 0.79% |
$1.1K - $1.21K
|
2.53K
$141K
|
|
Aug 17, 2021
Q2 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-21- 1.35% |
$1.16K - $1.27K
|
1.54K
$85.9K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-21- 0.27% |
$1.16K - $1.27K
|
7.76K
$433K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-22- 48.89% |
$1.21K - $1.33K
|
23
$1.28K
|