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 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-185- 8.25% |
$10.2K - $11.2K
|
2.06K
$115K
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-188- 2.89% |
$10.4K - $11.4K
|
6.32K
$353K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-190- 23.63% |
$10.5K - $11.5K
|
614
$34.3K
|
|
Aug 13, 2021
Q2 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-190- 2.06% |
$10.5K - $11.5K
|
9.06K
$505K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-196- 65.12% |
$10.8K - $11.9K
|
105
$5.86K
|
|
Aug 13, 2021
Q2 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-200- 9.32% |
$11K - $12.1K
|
1.95K
$109K
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-205- 14.47% |
$11.3K - $12.4K
|
1.21K
$67.7K
|
|
Aug 10, 2021
Q2 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-209- 0.89% |
$11.5K - $12.7K
|
23.4K
$1.3M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-215Closed |
$11.8K - $13K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-215- 6.37% |
$11.8K - $13K
|
3.16K
$176K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-220- 9.35% |
$12.1K - $13.3K
|
2.13K
$119K
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-248- 13.35% |
$13.7K - $15K
|
1.61K
$89.9K
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-249- 27.54% |
$13.7K - $15.1K
|
655
$36.6K
|
|
Jul 27, 2021
Q2 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-250- 14.37% |
$13.8K - $15.2K
|
1.49K
$83.2K
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-251- 26.5% |
$13.8K - $15.2K
|
696
$38.9K
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-255Closed |
$14K - $15.5K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-264- 4.68% |
$14.5K - $16K
|
5.38K
$300K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-288- 2.19% |
$15.9K - $17.5K
|
12.9K
$719K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-292- 20.12% |
$16.1K - $17.7K
|
1.16K
$64.7K
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-312- 30.41% |
$17.2K - $18.9K
|
714
$39.9K
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-319- 1.12% |
$17.6K - $19.3K
|
28.1K
$1.57M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-320- 18.17% |
$17.6K - $19.4K
|
1.44K
$80.4K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-321- 11.66% |
$17.7K - $19.5K
|
2.43K
$136K
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-324- 68.35% |
$17.8K - $19.6K
|
150
$8.37K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-327- 96.46% |
$18K - $19.8K
|
12
$670
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-331- 5.55% |
$18.2K - $20.1K
|
5.63K
$314K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-340Closed |
$18.7K - $20.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-353Closed |
$19.4K - $21.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-359- 22.61% |
$19.8K - $21.8K
|
1.23K
$68.6K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-368- 9.36% |
$20.3K - $22.3K
|
3.57K
$199K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-375- 15.03% |
$20.6K - $22.7K
|
2.12K
$118K
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-381- 4.04% |
$21K - $23.1K
|
9.06K
$506K
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
SELL
|
- |
-411- 28.21% |
$22.6K - $24.9K
|
1.05K
$58.4K
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-415- 2.71% |
$22.8K - $25.2K
|
14.9K
$832K
|
|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-500- 4.48% |
$27.5K - $30.3K
|
10.7K
$595K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-523Closed |
$28.8K - $31.7K
|
0
$0
|
|
Sep 17, 2021
Q2 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-526- 16.93% |
$29K - $31.9K
|
2.58K
$144K
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-561- 9.87% |
$30.9K - $34K
|
5.12K
$286K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-562- 11.92% |
$30.9K - $34.1K
|
4.15K
$232K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-571Closed |
$31.4K - $34.6K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-607- 88.87% |
$33.4K - $36.8K
|
76
$4.24K
|
|
Jul 21, 2021
Q2 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-610- 2.61% |
$33.6K - $37K
|
22.8K
$1.27M
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-614- 10.58% |
$33.8K - $37.2K
|
5.19K
$290K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-615- 25.4% |
$33.9K - $37.3K
|
1.81K
$101K
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-627- 7.82% |
$34.5K - $38K
|
7.39K
$413K
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-636Closed |
$35K - $38.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-656- 42.24% |
$36.1K - $39.8K
|
897
$50.1K
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-663Closed |
$36.5K - $40.2K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-672- 16.01% |
$37K - $40.7K
|
3.53K
$197K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-673- 30.1% |
$37.1K - $40.8K
|
1.56K
$87.2K
|