Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Nov 08, 2022 Q3 2022	Ken Fisher Fisher Asset Management, LLC \| Camas, Wa	BUY	-	1.09M + 106.24%	$51.1M - $60.3M	2.11M $126M
Nov 10, 2022 Q3 2022	Citigroup Inc	BUY	-	539K + 1043.32%	$25.4M - $30M	591K $35.2M
Nov 09, 2022 Q3 2022	Bessemer Group Inc Woodbridge, NJ	BUY	-	197K New	$9.25M - $10.9M	197K $11.7M
Aug 02, 2023 Q3 2022	Money Design Co.,Ltd.	BUY	-	117K + 72.11%	$5.52M - $6.51M	280K $16.7M
Nov 14, 2022 Q3 2022	National Asset Management, Inc. Boca Raton, FL	BUY	-	97.4K + 425.29%	$4.59M - $5.41M	120K $7.17M
Oct 25, 2022 Q3 2022	Crumly & Associates Inc.	BUY	-	86K + 55.3%	$4.05M - $4.78M	242K $14.4M
Nov 15, 2022 Q3 2022	Traynor Capital Management, Inc.	BUY	-	82.4K New	$3.88M - $4.58M	82.4K $4.91M
Nov 09, 2022 Q3 2022	Capricorn Fund Managers LTD London, X0	BUY	-	80K New	$3.77M - $4.44M	80K $4.77M
Nov 15, 2022 Q3 2022	Altfest L J & CO Inc	BUY	-	73.8K + 356.57%	$3.47M - $4.1M	94.5K $5.63M
Nov 14, 2022 Q3 2022	Psagot Value Holdings Ltd. Tel Aviv, L3	BUY	-	65.2K New	$3.07M - $3.62M	65.2K $3.89M
Nov 10, 2022 Q3 2022	Credit Suisse Ag Zurich, V8	BUY	-	50K + 84.88%	$2.36M - $2.78M	109K $6.49M
Nov 10, 2022 Q3 2022	Peapack Gladstone Financial Corp Bedminster, NJ	BUY	-	44.5K + 58.83%	$2.1M - $2.47M	120K $7.16M
Nov 22, 2022 Q3 2022	Continental Investors Services, Inc. Longview, WA	BUY	-	41.8K New	$1.97M - $2.32M	41.8K $2.49M
Nov 14, 2022 Q3 2022	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	37.5K New	$1.76M - $2.08M	37.5K $2.23M
Nov 10, 2022 Q3 2022	Exodus Point Capital Management, LP New York, NY	BUY	-	33.5K + 1349.9%	$1.58M - $1.86M	36K $2.15M
Oct 24, 2022 Q3 2022	Segment Wealth Management, LLC	BUY	-	32.2K + 34.34%	$1.51M - $1.79M	126K $7.5M
Nov 15, 2022 Q3 2022	Alliancebernstein L.P. New York, NY	BUY	-	30.5K New	$1.44M - $1.7M	30.5K $1.82M
Nov 14, 2022 Q3 2022	Atria Wealth Solutions, Inc. New York, NY	BUY	-	26.6K + 23.6%	$1.25M - $1.48M	139K $8.31M
Nov 04, 2022 Q3 2022	Simplex Trading, LLC	BUY	-	26K New	$1.23M - $1.45M	26K $1.55M
Nov 10, 2022 Q3 2022	Global Assets Advisory, LLC Orlando, FL	BUY	-	25.1K New	$1.18M - $1.4M	25.1K $1.5M
Oct 13, 2022 Q3 2022	Pfg Advisors	BUY	-	23.2K New	$1.09M - $1.29M	23.2K $1.38M
Nov 08, 2022 Q3 2022	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	22.5K New	$1.06M - $1.25M	22.5K $1.34M
Nov 15, 2022 Q3 2022	Sowell Financial Services LLC North Little Rock, AR	BUY	-	22.5K New	$1.06M - $1.25M	22.5K $1.34M
Oct 19, 2022 Q3 2022	Security Financial Services, Inc.	BUY	-	21.4K + 213.03%	$1.01M - $1.19M	31.5K $1.88M
Nov 02, 2022 Q3 2022	Flaharty Asset Management, LLC	BUY	-	19.4K + 5.4%	$913K - $1.08M	379K $22.6M
Feb 08, 2023 Q3 2022	Wealth Spring Partners, LLC Long Beach, CA	BUY	-	19.2K New	$902K - $1.06M	19.2K $1.14M
Oct 24, 2022 Q3 2022	Tru Wealth Advisors, LLC	BUY	-	18.4K + 4.7%	$865K - $1.02M	409K $24.4M
Mar 17, 2023 Q3 2022	American Portfolios Advisors Holbrook, NY	BUY	-	15.3K New	$718K - $847K	15.3K $908K
Oct 31, 2022 Q3 2022	Wharton Business Group, LLC Malvern, PA	BUY	-	15.2K + 5.97%	$715K - $843K	269K $16M
Oct 13, 2022 Q3 2022	Future Financial Wealth Managment LLC	BUY	-	15K + 221.35%	$704K - $831K	21.7K $1.29M
Nov 14, 2022 Q3 2022	Financial Architects, Inc Marlton, NJ	BUY	-	14.8K New	$696K - $821K	14.8K $881K
Oct 12, 2022 Q3 2022	Milestone Advisory Partners	BUY	-	14.2K + 149.42%	$666K - $786K	23.6K $1.41M
Nov 07, 2022 Q3 2022	Pallas Capital Advisors LLC Braintree, MA	BUY	-	12.8K New	$604K - $713K	12.8K $764K
Oct 25, 2022 Q3 2022	Safeguard Investment Advisory Group, LLC	BUY	-	11.4K + 10.06%	$537K - $634K	125K $7.43M
Oct 12, 2022 Q3 2022	Teamwork Financial Advisors, LLC	BUY	-	10.2K New	$482K - $569K	10.2K $610K
Nov 14, 2022 Q3 2022	Northwestern Mutual Wealth Management CO	BUY	-	10.1K + 4.31%	$475K - $561K	244K $14.6M
Oct 19, 2022 Q3 2022	Mayflower Financial Advisors, LLC	BUY	-	9.86K New	$464K - $548K	9.86K $588K
Oct 31, 2022 Q3 2022	Hall Private Wealth Advisors	BUY	-	9.76K + 4.73%	$459K - $542K	216K $12.9M
Nov 14, 2022 Q3 2022	Venturi Wealth Management, LLC Austin, TX	BUY	-	8.84K New	$416K - $491K	8.84K $527K
Oct 12, 2022 Q3 2022	Pcg Wealth Advisors, LLC	BUY	-	8.33K + 89.53%	$392K - $463K	17.6K $1.05M
Nov 10, 2022 Q3 2022	Beaumont Capital Management, LLC Boston, MA	BUY	-	8.01K New	$377K - $445K	8.01K $477K
Oct 12, 2022 Q3 2022	Ignite Planners, LLC	BUY	-	7.59K New	$357K - $422K	7.59K $452K
Nov 10, 2022 Q3 2022	Warwick Investment Management, Inc.	BUY	-	7.32K New	$345K - $407K	7.32K $436K
Nov 14, 2022 Q3 2022	Hilltop Holdings Inc. Dallas, TX	BUY	-	7.3K + 170.96%	$344K - $406K	11.6K $689K
Oct 11, 2022 Q3 2022	Arkansas Financial Group, Inc.	BUY	-	7.3K + 3.84%	$344K - $405K	197K $11.8M
Dec 13, 2022 Q3 2022	Houlihan Financial Resource Group, Ltd. Ashburn, VA	BUY	-	7.08K + 437.04%	$333K - $393K	8.7K $518K
Oct 31, 2022 Q3 2022	Stonebridge Financial Planning Group, LLC	BUY	-	7.05K + 8.32%	$332K - $392K	91.8K $5.47M
Oct 24, 2022 Q3 2022	Shufro Rose & CO LLC	BUY	-	6.5K New	$306K - $361K	6.5K $387K
Nov 14, 2022 Q3 2022	Manchester Financial Inc	BUY	-	6.22K + 6.93%	$293K - $345K	96K $5.72M
Oct 31, 2022 Q3 2022	Migdal Insurance & Financial Holdings Ltd.	BUY	-	5.67K + 103.11%	$267K - $315K	11.2K $665K

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Account

Purchases and Sales Made in Q3 2022 in Ishares Tr Dow Jones Us Medica (IHI)

1.09M

539K

197K

117K

97.4K

86K

82.4K

80K

73.8K

65.2K

50K

44.5K

41.8K

37.5K

33.5K

32.2K

30.5K

26.6K

26K

25.1K

23.2K

22.5K

22.5K

21.4K

19.4K

19.2K

18.4K

15.3K

15.2K

15K

14.8K

14.2K

12.8K

11.4K

10.2K

10.1K

9.86K

9.76K

8.84K

8.33K

8.01K

7.59K

7.32K

7.3K

7.3K

7.08K

7.05K

6.5K

6.22K

5.67K

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