Purchases and Sales Made in Q2 2024 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 2024. 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 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
48New |
$2.61K - $2.78K
|
48
$3.04K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
45+ 0.81% |
$2.45K - $2.6K
|
5.59K
$354K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
43+ 0.72% |
$2.34K - $2.49K
|
6.04K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
38+ 0.97% |
$2.07K - $2.2K
|
3.96K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37New |
$2.01K - $2.14K
|
37
$2.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
30+ 0.1% |
$1.63K - $1.74K
|
29.8K
$1.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
30+ 0.35% |
$1.63K - $1.74K
|
8.5K
$538K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
25+ 0.14% |
$1.36K - $1.45K
|
18.2K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21+ 0.1% |
$1.14K - $1.22K
|
21.5K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
21+ 0.16% |
$1.14K - $1.22K
|
13.4K
$847K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
18+ 0.49% |
$978 - $1.04K
|
3.72K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.49% |
$978 - $1.04K
|
3.72K
$235K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
18New |
$978 - $1.04K
|
18
$1.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12+ 0.1% |
$652 - $694
|
12.1K
$764K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12New |
$652 - $694
|
12
$759
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8+ 0.09% |
$435 - $463
|
8.45K
$534K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
7+ 0.03% |
$381 - $405
|
22.4K
$1.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
6+ 0.05% |
$326 - $347
|
11K
$693K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$217 - $231
|
3.73K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2+ 0.03% |
$109 - $116
|
7.41K
$468K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.03% |
$109 - $116
|
6.01K
$380K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$109 - $116
|
5.95K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.04% |
$109 - $116
|
4.95K
$313K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.12% |
$109 - $116
|
1.69K
$107K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$54.4 - $57.9
|
3.29K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$54.4 - $57.9
|
1.45K
$91.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$54.4 - $57.9
|
11.1K
$700K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.57% |
$54.4 - $57.9
|
175
$11.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-18- 17.82% |
$978 - $1.04K
|
83
$5.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-23- 0.15% |
$1.25K - $1.33K
|
15.2K
$963K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-38- 0.48% |
$2.07K - $2.2K
|
7.82K
$495K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-42- 1.23% |
$2.28K - $2.43K
|
3.37K
$213K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-42- 0.65% |
$2.28K - $2.43K
|
6.43K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-44- 0.48% |
$2.39K - $2.55K
|
9.18K
$580K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-45- 0.31% |
$2.45K - $2.6K
|
14.6K
$922K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48- 0.87% |
$2.61K - $2.78K
|
5.48K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-50- 0.59% |
$2.72K - $2.89K
|
8.36K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-53- 0.42% |
$2.88K - $3.07K
|
12.6K
$796K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-54- 1.36% |
$2.94K - $3.12K
|
3.9K
$247K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.76% |
$3.1K - $3.3K
|
7.45K
$471K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-60- 0.36% |
$3.26K - $3.47K
|
16.7K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-70- 0.27% |
$3.81K - $4.05K
|
25.6K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-70- 1.92% |
$3.81K - $4.05K
|
3.57K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-71- 0.86% |
$3.86K - $4.11K
|
8.15K
$516K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-87- 1.39% |
$4.73K - $5.03K
|
6.17K
$391K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-93- 2.49% |
$5.06K - $5.38K
|
3.65K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 80.65% |
$5.44K - $5.79K
|
24
$1.52K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-102- 24.29% |
$5.54K - $5.9K
|
318
$20.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-104- 0.47% |
$5.65K - $6.02K
|
21.8K
$1.38M
|