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 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.43KClosed |
$134K - $147K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.5K- 96.53% |
$138K - $152K
|
90
$5.02K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.56K- 76.54% |
$141K - $155K
|
786
$43.9K
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.68KClosed |
$147K - $162K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.71K- 29.7% |
$149K - $164K
|
6.41K
$358K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.72K- 94.18% |
$150K - $165K
|
168
$9.38K
|
|
Jul 19, 2021
Q2 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.73KClosed |
$150K - $165K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.76K- 20.82% |
$152K - $167K
|
10.5K
$585K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.91K- 52.37% |
$160K - $177K
|
2.65K
$148K
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3K- 79.7% |
$165K - $182K
|
763
$42.6K
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
SELL
|
- |
-3.06KClosed |
$169K - $186K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.09K- 16.16% |
$170K - $187K
|
16K
$894K
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.14KClosed |
$173K - $190K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.26KClosed |
$180K - $198K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.45KClosed |
$190K - $209K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.8K- 32.71% |
$209K - $231K
|
7.82K
$437K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.81K- 29.39% |
$210K - $231K
|
9.16K
$511K
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.89K- 25.01% |
$214K - $236K
|
11.7K
$651K
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4.12KClosed |
$227K - $250K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.37KClosed |
$241K - $265K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.39K- 50.82% |
$241K - $266K
|
4.25K
$237K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.41K- 9.92% |
$243K - $268K
|
40.1K
$2.24M
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.43K- 54.04% |
$244K - $269K
|
3.77K
$210K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.47K- 37.8% |
$246K - $271K
|
7.35K
$410K
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.53K- 59.68% |
$249K - $275K
|
3.06K
$171K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.61K- 34.1% |
$254K - $280K
|
8.91K
$498K
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
SELL
|
- |
-4.69K- 33.58% |
$258K - $284K
|
9.27K
$518K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-4.84K- 39.71% |
$266K - $293K
|
7.34K
$410K
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.03K- 85.52% |
$277K - $305K
|
851
$47.5K
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.15KClosed |
$284K - $312K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.31KClosed |
$292K - $322K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.34K- 88.45% |
$294K - $324K
|
697
$38.9K
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.55K- 69.66% |
$305K - $336K
|
2.42K
$135K
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-5.68K- 58.58% |
$313K - $345K
|
4.02K
$224K
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-5.81K- 89.13% |
$320K - $352K
|
708
$39.5K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.94K- 5.07% |
$327K - $360K
|
111K
$6.22M
|
|
Aug 13, 2021
Q2 2021
|
Holistic Financial Partners
|
SELL
|
- |
-6.18K- 29.43% |
$340K - $375K
|
14.8K
$827K
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-6.23KClosed |
$343K - $378K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.5KClosed |
$358K - $394K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-6.58KClosed |
$362K - $399K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.63K- 23.48% |
$365K - $402K
|
21.6K
$1.21M
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6.75K- 50.55% |
$372K - $409K
|
6.61K
$369K
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.77K- 97.21% |
$373K - $410K
|
194
$10.8K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.81K- 32.74% |
$375K - $413K
|
14K
$781K
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7KClosed |
$386K - $424K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.2K- 82.7% |
$397K - $437K
|
1.51K
$84.1K
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-7.2K- 90.08% |
$397K - $437K
|
793
$44.3K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.31K- 35.57% |
$402K - $443K
|
13.2K
$739K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.32K- 34.1% |
$403K - $444K
|
14.1K
$790K
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-7.68K- 79.75% |
$423K - $466K
|
1.95K
$109K
|