Purchases and Sales Made in Q2 2023 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 2023. 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 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4.72K- 61.26% |
$248K - $270K
|
2.98K
$178K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-4.77K- 20.08% |
$251K - $273K
|
19K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.99K- 18.19% |
$263K - $285K
|
22.4K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5K- 56.26% |
$263K - $286K
|
3.89K
$232K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.18K- 21.69% |
$273K - $296K
|
18.7K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.38K- 22.8% |
$283K - $308K
|
18.2K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.7K- 28.1% |
$300K - $326K
|
14.6K
$868K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.1K- 12.18% |
$321K - $349K
|
44K
$2.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.32K- 62.0% |
$333K - $361K
|
3.87K
$231K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.38K- 27.24% |
$336K - $364K
|
17K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-6.57K- 25.69% |
$346K - $375K
|
19K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.91K- 80.54% |
$364K - $395K
|
1.67K
$99.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.23K- 11.44% |
$381K - $413K
|
56K
$3.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.46K- 15.2% |
$393K - $427K
|
41.6K
$2.48M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.98K- 4.32% |
$420K - $456K
|
177K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.16K- 0.59% |
$430K - $467K
|
1.37M
$81.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.07K- 7.98% |
$478K - $519K
|
105K
$6.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-9.56K- 6.02% |
$503K - $546K
|
149K
$8.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.59K- 19.13% |
$505K - $548K
|
40.6K
$2.42M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.59K- 19.13% |
$505K - $548K
|
40.6K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10.2K- 25.89% |
$537K - $583K
|
29.2K
$1.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-10.5K- 3.78% |
$554K - $601K
|
267K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.8K- 30.97% |
$569K - $618K
|
24.1K
$1.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10.8K- 5.9% |
$571K - $620K
|
173K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.9K- 13.69% |
$629K - $682K
|
75.3K
$4.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 2.13% |
$672K - $729K
|
587K
$35M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-13.5K- 39.45% |
$711K - $771K
|
20.7K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.6K- 65.07% |
$715K - $776K
|
7.29K
$434K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-14.2K- 6.86% |
$747K - $810K
|
192K
$11.5M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.7K- 10.5% |
$776K - $843K
|
126K
$7.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15.1K- 43.27% |
$795K - $863K
|
19.8K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-15.5K- 4.51% |
$818K - $888K
|
329K
$19.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.2K- 5.33% |
$904K - $981K
|
305K
$18.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-18.2K- 83.21% |
$959K - $1.04M
|
3.67K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-18.6K- 6.81% |
$978K - $1.06M
|
254K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.9K- 8.31% |
$995K - $1.08M
|
208K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.5K- 21.93% |
$1.13M - $1.23M
|
76.6K
$4.56M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21.5K- 21.93% |
$1.13M - $1.23M
|
76.6K
$4.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.6K- 18.52% |
$1.14M - $1.23M
|
94.9K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21.6K- 45.94% |
$1.14M - $1.23M
|
25.4K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-22.1K- 98.95% |
$1.16M - $1.26M
|
234
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.6K- 84.33% |
$1.19M - $1.29M
|
4.19K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.4K- 5.04% |
$1.39M - $1.51M
|
497K
$29.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-28.8K- 17.69% |
$1.52M - $1.65M
|
134K
$8M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.1K- 53.21% |
$1.69M - $1.83M
|
28.2K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.9K- 15.82% |
$1.79M - $1.94M
|
180K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-37.6K- 93.85% |
$1.98M - $2.15M
|
2.47K
$147K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.6K- 69.3% |
$2.08M - $2.26M
|
17.5K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-41.6K- 28.04% |
$2.19M - $2.38M
|
107K
$6.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42K- 4.29% |
$2.21M - $2.4M
|
936K
$55.8M
|