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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.4% |
$1.76K - $2.3K
|
9.31K
$562K
|
|
|
Aug 10, 2022
Q2 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
28+ 0.04% |
$1.33K - $1.74K
|
69.1K
$4.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
22+ 0.1% |
$1.05K - $1.37K
|
22.6K
$1.37M
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
20+ 1.41% |
$953 - $1.24K
|
1.44K
$86.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
16+ 0.04% |
$762 - $995
|
36.4K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14New |
$667 - $871
|
14
$845
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13New |
$619 - $809
|
13
$784
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.09% |
$429 - $560
|
9.8K
$591K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.89% |
$334 - $435
|
378
$22.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
6+ 7.14% |
$286 - $373
|
90
$5.43K
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
6+ 0.03% |
$286 - $373
|
22K
$1.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.08% |
$238 - $311
|
5.92K
$357K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4+ 0.04% |
$191 - $249
|
9.37K
$565K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.06% |
$143 - $187
|
4.79K
$289K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.11% |
$143 - $187
|
2.83K
$171K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.07% |
$95.3 - $124
|
3.01K
$182K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 0.12% |
$95.3 - $124
|
1.67K
$101K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.04% |
$47.7 - $62.2
|
2.84K
$172K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.13% |
$47.7 - $62.2
|
793
$47.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.02% |
$47.7 - $62.2
|
4.27K
$258K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$47.7 - $62.2
|
1.04K
$62.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.12% |
$47.7 - $62.2
|
838
$50.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-10- 0.06% |
$477 - $622
|
18K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-16- 6.56% |
$762 - $995
|
228
$13.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-18- 9.09% |
$858 - $1.12K
|
180
$10.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-20- 0.25% |
$953 - $1.24K
|
8.11K
$489K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-20Closed |
$953 - $1.24K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-24- 1.32% |
$1.14K - $1.49K
|
1.8K
$109K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-24- 0.58% |
$1.14K - $1.49K
|
4.1K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-25Closed |
$1.19K - $1.56K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-26- 0.41% |
$1.24K - $1.62K
|
6.37K
$385K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-27Closed |
$1.29K - $1.68K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.09% |
$1.43K - $1.87K
|
33.3K
$2.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30Closed |
$1.43K - $1.87K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-31- 0.09% |
$1.48K - $1.93K
|
33.1K
$2M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-36Closed |
$1.72K - $2.24K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-42- 0.59% |
$2K - $2.61K
|
7.09K
$428K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-57- 15.24% |
$2.72K - $3.55K
|
317
$19.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-71- 1.66% |
$3.38K - $4.42K
|
4.21K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-76- 1.2% |
$3.62K - $4.73K
|
6.24K
$377K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-78- 17.81% |
$3.72K - $4.85K
|
360
$21.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-89- 0.59% |
$4.24K - $5.54K
|
15K
$904K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-92- 2.2% |
$4.38K - $5.72K
|
4.09K
$247K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-96- 0.77% |
$4.57K - $5.97K
|
12.3K
$744K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-100- 4.33% |
$4.77K - $6.22K
|
2.21K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-100Closed |
$4.77K - $6.22K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-101- 0.58% |
$4.81K - $6.28K
|
17.3K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-102- 6.56% |
$4.86K - $6.34K
|
1.45K
$87.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-108- 50.0% |
$5.15K - $6.72K
|
108
$6.52K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-120Closed |
$5.72K - $7.46K
|
0
$0
|