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 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-694- 49.78% |
$38.2K - $42.1K
|
700
$39.1K
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-725Closed |
$39.9K - $43.9K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-733- 6.88% |
$40.4K - $44.4K
|
9.93K
$554K
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-774Closed |
$42.6K - $46.9K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-784Closed |
$43.2K - $47.5K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-788Closed |
$43.4K - $47.8K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-808- 14.9% |
$44.5K - $49K
|
4.61K
$257K
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-808Closed |
$44.5K - $49K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-819- 8.71% |
$45.1K - $49.6K
|
8.58K
$479K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-822- 12.48% |
$45.3K - $49.8K
|
5.76K
$322K
|
|
Aug 11, 2021
Q2 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-833Closed |
$45.9K - $50.5K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-851- 43.35% |
$46.9K - $51.6K
|
1.11K
$62.1K
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-854Closed |
$47K - $51.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-855- 27.18% |
$47.1K - $51.8K
|
2.29K
$128K
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-868- 60.24% |
$47.8K - $52.6K
|
573
$32K
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-881Closed |
$48.5K - $53.4K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-881- 27.99% |
$48.5K - $53.4K
|
2.27K
$126K
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-892Closed |
$49.1K - $54.1K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-895Closed |
$49.3K - $54.3K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-897- 13.93% |
$49.4K - $54.4K
|
5.54K
$309K
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
SELL
|
- |
-897Closed |
$49.4K - $54.4K
|
0
$0
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-902Closed |
$49.7K - $54.7K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-910- 42.09% |
$50.1K - $55.2K
|
1.25K
$69.9K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-913- 6.16% |
$50.3K - $55.3K
|
13.9K
$777K
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-922- 28.33% |
$50.8K - $55.9K
|
2.33K
$130K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-943- 4.02% |
$51.9K - $57.2K
|
22.5K
$1.26M
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-948- 24.91% |
$52.2K - $57.5K
|
2.86K
$160K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-954- 75.71% |
$52.5K - $57.8K
|
306
$17.1K
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-1KClosed |
$55.1K - $60.6K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-1.01KClosed |
$55.7K - $61.3K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.03K- 1.43% |
$56.7K - $62.4K
|
71.2K
$3.98M
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.08KClosed |
$59.2K - $65.2K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.11K- 65.41% |
$60.9K - $67K
|
585
$32.7K
|
|
Jul 22, 2021
Q2 2021
|
Ma Private Wealth
|
SELL
|
- |
-1.17K- 3.44% |
$64.1K - $70.6K
|
32.7K
$1.83M
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.19KClosed |
$65.6K - $72.2K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.2K- 36.55% |
$65.9K - $72.5K
|
2.08K
$116K
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-1.28K- 61.81% |
$70.6K - $77.7K
|
792
$44.2K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 11.03% |
$71K - $78.1K
|
10.4K
$581K
|
|
Jul 16, 2021
Q2 2021
|
Diversified, LLC
|
SELL
|
- |
-1.39K- 5.29% |
$76.5K - $84.2K
|
24.9K
$1.39M
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.4KClosed |
$77.2K - $85K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.65KClosed |
$90.6K - $99.7K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.65KClosed |
$90.8K - $100K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.7KClosed |
$93.7K - $103K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 23.7% |
$95K - $105K
|
5.56K
$310K
|
|
Aug 13, 2021
Q2 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-1.89K- 11.59% |
$104K - $115K
|
14.4K
$805K
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2KClosed |
$110K - $121K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.01K- 5.73% |
$110K - $122K
|
33K
$1.84M
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07KClosed |
$114K - $125K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 59.89% |
$119K - $131K
|
1.45K
$80.8K
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.26KClosed |
$125K - $137K
|
0
$0
|