Purchases and Sales Made in Q2 2022 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 2022. 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 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.18K+ 16.8% |
$104K - $135K
|
15.1K
$912K
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.17K+ 40.11% |
$103K - $135K
|
7.56K
$456K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.1KNew |
$100K - $131K
|
2.1K
$127K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.09K+ 5.3% |
$99.7K - $130K
|
41.6K
$2.51M
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.09K+ 28.62% |
$99.6K - $130K
|
9.39K
$567K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.97K+ 8.62% |
$93.9K - $123K
|
24.8K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.96K+ 15.08% |
$93.2K - $122K
|
14.9K
$901K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.95K+ 5.07% |
$93K - $121K
|
40.5K
$2.44M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$92.1K - $120K
|
1.93K
$117K
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.87K+ 122.22% |
$89.1K - $116K
|
3.4K
$205K
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
1.78K+ 10.08% |
$84.7K - $111K
|
19.4K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.75K+ 25.3% |
$83.4K - $109K
|
8.67K
$523K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.74K+ 1.28% |
$82.9K - $108K
|
137K
$8.29M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.72K+ 23.05% |
$81.7K - $107K
|
9.15K
$552K
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.7K+ 28.94% |
$81K - $106K
|
7.57K
$457K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 6.84% |
$80.2K - $105K
|
26.3K
$1.59M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.65K+ 10.82% |
$78.6K - $103K
|
16.9K
$1.02M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.62K+ 8.8% |
$77.1K - $101K
|
20K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.6K+ 3.68% |
$76.4K - $99.7K
|
45.2K
$2.73M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 9.6% |
$74.7K - $97.5K
|
17.9K
$1.08M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.55K+ 11.95% |
$74K - $96.7K
|
14.6K
$878K
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.55K+ 4.34% |
$73.8K - $96.3K
|
37.2K
$2.25M
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
1.51K+ 7.89% |
$72.1K - $94.2K
|
20.7K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 10.47% |
$70.9K - $92.5K
|
15.7K
$947K
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.46K+ 38.72% |
$69.5K - $90.7K
|
5.23K
$315K
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
1.45K+ 3.78% |
$68.9K - $89.9K
|
39.7K
$2.4M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.29K+ 5.04% |
$61.7K - $80.5K
|
27K
$1.63M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.27K+ 127.15% |
$60.7K - $79.2K
|
2.28K
$137K
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
1.27K+ 1.56% |
$60.4K - $78.8K
|
82.3K
$4.96M
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.23KNew |
$58.6K - $76.5K
|
1.23K
$74.2K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.2KNew |
$57.2K - $74.6K
|
1.2K
$72.4K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.18K+ 4.14% |
$56K - $73.1K
|
29.6K
$1.79M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.12K+ 29.45% |
$53.5K - $69.8K
|
4.93K
$298K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.11K+ 2.55% |
$52.8K - $68.9K
|
44.5K
$2.69M
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.03K+ 15.33% |
$49.3K - $64.3K
|
7.78K
$469K
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.01K+ 1.18% |
$48.1K - $62.8K
|
86.7K
$5.23M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
997+ 94.77% |
$47.5K - $62K
|
2.05K
$124K
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
982+ 5.01% |
$46.8K - $61.1K
|
20.6K
$1.24M
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
BUY
|
- |
951+ 1.8% |
$45.3K - $59.2K
|
53.8K
$3.25M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
943+ 27.47% |
$44.9K - $58.7K
|
4.38K
$264K
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
941+ 10.61% |
$44.8K - $58.5K
|
9.81K
$592K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
900New |
$42.9K - $56K
|
900
$54.3K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
839+ 1.12% |
$40K - $52.2K
|
75.8K
$4.57M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
810+ 20.96% |
$38.6K - $50.4K
|
4.68K
$282K
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
794+ 0.85% |
$37.8K - $49.4K
|
93.7K
$5.65M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
791+ 0.76% |
$37.7K - $49.2K
|
104K
$6.3M
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
768New |
$36.6K - $47.8K
|
768
$46.3K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
711+ 7.86% |
$33.9K - $44.2K
|
9.75K
$588K
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
695+ 1.91% |
$33.1K - $43.2K
|
37.1K
$2.24M
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
693+ 14.69% |
$33K - $43.1K
|
5.41K
$326K
|