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 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.29K- 8.07% |
$287K - $306K
|
60.2K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.38K- 5.05% |
$292K - $311K
|
101K
$6.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.44K- 6.91% |
$296K - $315K
|
73.3K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.92K- 15.74% |
$322K - $342K
|
31.7K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.07K- 3.04% |
$330K - $351K
|
194K
$11.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-6.23K- 25.54% |
$338K - $360K
|
18.2K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.33K- 6.71% |
$344K - $366K
|
88K
$5.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.61K- 22.2% |
$359K - $383K
|
23.2K
$1.38M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.83K- 57.13% |
$371K - $395K
|
5.13K
$306K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.86K- 9.64% |
$373K - $397K
|
64.3K
$3.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.91K- 21.69% |
$376K - $400K
|
25K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.18K- 14.1% |
$390K - $415K
|
43.7K
$2.61M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.38K- 27.17% |
$401K - $427K
|
19.8K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.65K- 9.91% |
$416K - $443K
|
69.6K
$4.15M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.93K- 6.6% |
$431K - $459K
|
112K
$6.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-9.02K- 3.89% |
$490K - $522K
|
223K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-9.49K- 40.23% |
$516K - $549K
|
14.1K
$841K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.68K- 11.36% |
$526K - $560K
|
75.5K
$4.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-9.71K- 13.0% |
$528K - $562K
|
65K
$3.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9.89K- 89.41% |
$538K - $572K
|
1.17K
$69.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-10.4K- 26.18% |
$567K - $604K
|
29.4K
$1.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10.5K- 44.93% |
$573K - $610K
|
12.9K
$771K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 5.09% |
$580K - $617K
|
199K
$11.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.1K- 69.65% |
$602K - $641K
|
4.83K
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.5K- 70.71% |
$624K - $664K
|
4.75K
$283K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.9K- 13.25% |
$916K - $975K
|
110K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.3K- 1.45% |
$940K - $1M
|
1.17M
$70M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.9K- 10.61% |
$1.03M - $1.09M
|
159K
$9.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-20K- 30.81% |
$1.09M - $1.16M
|
44.8K
$2.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-20.4K- 12.82% |
$1.11M - $1.18M
|
139K
$8.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-23K- 12.98% |
$1.25M - $1.33M
|
155K
$9.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.7K- 27.98% |
$1.29M - $1.37M
|
61K
$3.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.1K- 35.14% |
$1.31M - $1.39M
|
44.5K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24.1K- 62.87% |
$1.31M - $1.4M
|
14.3K
$850K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.4K- 27.87% |
$1.33M - $1.41M
|
63.1K
$3.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.2K- 85.56% |
$1.37M - $1.46M
|
4.25K
$253K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-31.6K- 29.11% |
$1.72M - $1.83M
|
77K
$4.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33K- 3.94% |
$1.79M - $1.91M
|
804K
$47.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-37.7K- 88.94% |
$2.05M - $2.18M
|
4.69K
$280K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-52.4K- 15.18% |
$2.85M - $3.03M
|
293K
$17.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-52.4K- 50.62% |
$2.85M - $3.03M
|
51.2K
$3.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.8K- 5.33% |
$3.31M - $3.52M
|
1.08M
$64.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-67.7K- 14.08% |
$3.68M - $3.92M
|
413K
$24.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-81.6K- 93.36% |
$4.44M - $4.72M
|
5.81K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-84.9K- 4.23% |
$4.62M - $4.91M
|
1.92M
$115M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95.4K- 23.68% |
$5.18M - $5.52M
|
307K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 3.2% |
$5.65M - $6.02M
|
3.14M
$187M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 3.2% |
$5.65M - $6.02M
|
3.14M
$187M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-105K- 16.53% |
$5.69M - $6.05M
|
528K
$31.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-115K- 16.94% |
$6.23M - $6.63M
|
562K
$33.5M
|