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 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-1.41K- 2.46% |
$76.4K - $81.3K
|
55.7K
$3.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.47K- 9.3% |
$79.6K - $84.8K
|
14.3K
$862K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.49K- 1.47% |
$81.1K - $86.3K
|
100K
$6.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.49K- 10.4% |
$81.2K - $86.4K
|
12.9K
$776K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.49K- 0.94% |
$81.2K - $86.4K
|
157K
$9.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 6.17% |
$86.7K - $92.3K
|
24.2K
$1.46M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.67K- 94.04% |
$90.9K - $96.8K
|
106
$6.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.71K- 14.89% |
$92.7K - $98.7K
|
9.75K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.75K- 12.18% |
$94.9K - $101K
|
12.6K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.78K- 12.64% |
$96.8K - $103K
|
12.3K
$742K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.8K- 9.88% |
$97.7K - $104K
|
16.4K
$989K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.82K- 14.96% |
$99K - $105K
|
10.4K
$625K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.83K- 3.49% |
$99.6K - $106K
|
50.8K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.89K- 2.17% |
$103K - $109K
|
85.1K
$5.14M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.98K- 12.09% |
$108K - $115K
|
14.4K
$869K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2K- 27.91% |
$109K - $115K
|
5.16K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.01K- 4.18% |
$109K - $117K
|
46.2K
$2.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.03K- 5.81% |
$110K - $117K
|
32.9K
$1.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.03K- 22.64% |
$110K - $117K
|
6.94K
$418K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.06K- 8.5% |
$112K - $119K
|
22.1K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.11K- 45.74% |
$114K - $122K
|
2.5K
$151K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.13K- 22.93% |
$116K - $123K
|
7.17K
$433K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.17K- 1.35% |
$118K - $125K
|
158K
$9.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.29K- 9.86% |
$124K - $132K
|
20.9K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.34K- 2.35% |
$127K - $135K
|
97K
$5.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.48K- 2.24% |
$135K - $143K
|
108K
$6.52M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.61K- 22.59% |
$142K - $151K
|
8.93K
$539K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.62K- 12.72% |
$143K - $152K
|
18K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.76K- 10.36% |
$150K - $160K
|
23.9K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.98K- 6.75% |
$162K - $172K
|
41.2K
$2.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.01K- 2.47% |
$164K - $174K
|
119K
$7.16M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.04K- 2.85% |
$165K - $176K
|
104K
$6.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.14K- 8.13% |
$171K - $182K
|
35.5K
$2.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-3.23K- 11.38% |
$175K - $187K
|
25.1K
$1.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.23K- 1.45% |
$175K - $187K
|
219K
$13.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.39K- 8.3% |
$184K - $196K
|
37.5K
$2.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.52K- 35.07% |
$191K - $203K
|
6.51K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.66K- 2.79% |
$199K - $212K
|
128K
$7.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.97K- 5.84% |
$216K - $230K
|
64K
$3.86M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.21K- 23.51% |
$229K - $244K
|
13.7K
$826K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.35K- 28.14% |
$236K - $252K
|
11.1K
$670K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.62K- 8.0% |
$251K - $267K
|
53.1K
$3.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4.65K- 39.52% |
$253K - $269K
|
7.12K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.71K- 27.27% |
$256K - $272K
|
12.6K
$758K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.71K- 3.31% |
$256K - $273K
|
138K
$8.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-5.02KClosed |
$273K - $290K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 14.36% |
$274K - $292K
|
30.1K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.06K- 51.98% |
$275K - $293K
|
4.67K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-5.1K- 3.47% |
$277K - $295K
|
142K
$8.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.16K- 10.0% |
$280K - $298K
|
46.4K
$2.8M
|