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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-108- 0.38% |
$5.87K - $6.25K
|
28.5K
$1.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-120- 2.17% |
$6.52K - $6.94K
|
5.42K
$327K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-138- 1.66% |
$7.5K - $7.98K
|
8.16K
$492K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-140- 14.29% |
$7.61K - $8.1K
|
840
$50.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-149- 2.01% |
$8.1K - $8.62K
|
7.25K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
SELL
|
- |
-152- 86.36% |
$8.26K - $8.79K
|
24
$1.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-157- 1.16% |
$8.53K - $9.08K
|
13.4K
$807K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-160- 15.83% |
$8.7K - $9.26K
|
851
$51.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-161- 2.29% |
$8.75K - $9.32K
|
6.86K
$414K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-161- 0.15% |
$8.75K - $9.32K
|
104K
$6.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-162- 0.66% |
$8.81K - $9.37K
|
24.3K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-164- 0.98% |
$8.92K - $9.49K
|
16.6K
$1M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-167- 0.35% |
$9.08K - $9.66K
|
47.7K
$2.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-172- 3.99% |
$9.35K - $9.95K
|
4.14K
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-178- 1.74% |
$9.68K - $10.3K
|
10K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-180- 2.17% |
$9.78K - $10.4K
|
8.13K
$491K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-186- 2.85% |
$10.1K - $10.8K
|
6.35K
$383K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-187- 96.39% |
$10.2K - $10.8K
|
7
$422
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-192- 2.25% |
$10.4K - $11.1K
|
8.34K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-201- 24.1% |
$10.9K - $11.6K
|
633
$38.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-207- 4.2% |
$11.3K - $12K
|
4.72K
$285K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-216- 0.48% |
$11.7K - $12.5K
|
44.6K
$2.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-219- 4.23% |
$11.9K - $12.7K
|
4.96K
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-221- 83.4% |
$12K - $12.8K
|
44
$2.65K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-221- 5.5% |
$12K - $12.8K
|
3.8K
$229K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-264- 3.64% |
$14.4K - $15.3K
|
6.99K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-267- 6.27% |
$14.5K - $15.4K
|
3.99K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-271- 17.98% |
$14.7K - $15.7K
|
1.24K
$74.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-275- 14.62% |
$14.9K - $15.9K
|
1.61K
$96.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-282- 30.82% |
$15.3K - $16.3K
|
633
$38.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-287- 1.57% |
$15.6K - $16.6K
|
18K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-292- 3.11% |
$15.9K - $16.9K
|
9.1K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-294- 3.02% |
$16K - $17K
|
9.46K
$571K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-294- 3.3% |
$16K - $17K
|
8.6K
$519K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 33.75% |
$16.3K - $17.4K
|
589
$35.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-300- 50.0% |
$16.3K - $17.4K
|
300
$18.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 5.88% |
$16.3K - $17.4K
|
4.8K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-304- 0.39% |
$16.5K - $17.6K
|
78.2K
$4.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-308- 85.56% |
$16.7K - $17.8K
|
52
$3.14K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-309- 21.34% |
$16.8K - $17.9K
|
1.14K
$68.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-318- 6.48% |
$17.3K - $18.4K
|
4.59K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-322- 52.53% |
$17.5K - $18.6K
|
291
$17.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-323- 1.78% |
$17.6K - $18.7K
|
17.8K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-327- 1.68% |
$17.8K - $18.9K
|
19.1K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-337- 4.62% |
$18.3K - $19.5K
|
6.95K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-340- 6.45% |
$18.5K - $19.7K
|
4.93K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-341- 0.64% |
$18.5K - $19.7K
|
52.9K
$3.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-373- 69.2% |
$20.3K - $21.6K
|
166
$10K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-374- 3.27% |
$20.3K - $21.6K
|
11.1K
$667K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-414- 9.59% |
$22.5K - $24K
|
3.9K
$236K
|