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 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-23- 1.1% |
$1.27K - $1.39K
|
2.07K
$116K
|
|
Aug 06, 2021
Q2 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-23- 3.2% |
$1.27K - $1.39K
|
696
$38.9K
|
|
Aug 03, 2021
Q2 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 1.2% |
$1.38K - $1.52K
|
2.06K
$115K
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
SELL
|
- |
-25- 15.43% |
$1.38K - $1.52K
|
137
$7.65K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-26Closed |
$1.43K - $1.58K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-29- 15.43% |
$1.6K - $1.76K
|
159
$8.88K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29- 2.0% |
$1.6K - $1.76K
|
1.42K
$79.5K
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-31- 2.63% |
$1.71K - $1.88K
|
1.15K
$64.1K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-32- 6.17% |
$1.76K - $1.94K
|
487
$27.2K
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-34Closed |
$1.87K - $2.06K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-35- 11.86% |
$1.93K - $2.12K
|
260
$14.5K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37- 0.83% |
$2.04K - $2.24K
|
4.45K
$248K
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-39Closed |
$2.15K - $2.36K
|
0
$0
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 0.15% |
$2.2K - $2.42K
|
27.3K
$1.53M
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-41- 13.02% |
$2.26K - $2.49K
|
274
$15.3K
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-44- 5.6% |
$2.42K - $2.67K
|
742
$41.4K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-44- 0.16% |
$2.42K - $2.67K
|
27.4K
$1.53M
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-46Closed |
$2.53K - $2.79K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-47Closed |
$2.59K - $2.85K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-49- 0.3% |
$2.7K - $2.97K
|
16.3K
$908K
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 1.76% |
$2.81K - $3.09K
|
2.84K
$159K
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-51- 1.46% |
$2.81K - $3.09K
|
3.44K
$192K
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-58- 0.71% |
$3.19K - $3.52K
|
8.06K
$450K
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-60- 6.55% |
$3.3K - $3.64K
|
856
$47.8K
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-61- 1.47% |
$3.36K - $3.7K
|
4.1K
$229K
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-62Closed |
$3.41K - $3.76K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-65- 1.95% |
$3.58K - $3.94K
|
3.27K
$182K
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 0.3% |
$3.85K - $4.24K
|
23.1K
$1.29M
|
|
Jul 21, 2021
Q2 2021
|
Welch Group, LLC
|
SELL
|
- |
-75- 3.79% |
$4.13K - $4.55K
|
1.91K
$106K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-76- 8.63% |
$4.18K - $4.61K
|
805
$44.9K
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-80- 54.05% |
$4.4K - $4.85K
|
68
$3.8K
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
SELL
|
- |
-82- 1.18% |
$4.51K - $4.97K
|
6.87K
$383K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-83- 4.28% |
$4.57K - $5.03K
|
1.85K
$103K
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-83- 18.04% |
$4.57K - $5.03K
|
377
$21K
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-89- 12.7% |
$4.9K - $5.4K
|
612
$34.2K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-89- 12.7% |
$4.9K - $5.4K
|
612
$34.2K
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-90- 6.2% |
$4.96K - $5.46K
|
1.36K
$76K
|
|
Aug 18, 2021
Q2 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-94- 2.5% |
$5.18K - $5.7K
|
3.67K
$205K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-100Closed |
$5.51K - $6.06K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-110- 3.57% |
$6.06K - $6.67K
|
2.98K
$166K
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-117- 79.59% |
$6.44K - $7.09K
|
30
$1.67K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-126- 56.76% |
$6.94K - $7.64K
|
96
$5.36K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-131- 16.71% |
$7.21K - $7.94K
|
653
$36.5K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-137Closed |
$7.54K - $8.3K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-158- 2.59% |
$8.7K - $9.58K
|
5.94K
$332K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-169- 2.83% |
$9.31K - $10.2K
|
5.81K
$324K
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-170- 34.91% |
$9.36K - $10.3K
|
317
$17.7K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-172Closed |
$9.47K - $10.4K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
First United Bank & Trust
|
SELL
|
- |
-174- 17.88% |
$9.58K - $10.5K
|
799
$44.6K
|
|
Jul 20, 2021
Q2 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-185- 5.29% |
$10.2K - $11.2K
|
3.31K
$185K
|