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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
84+ 0.37% |
$3.95K - $4.67K
|
23K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$3.77K - $4.44K
|
80
$4.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78+ 1.33% |
$3.67K - $4.33K
|
5.94K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
76+ 0.51% |
$3.58K - $4.22K
|
15.1K
$897K
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
74+ 1.42% |
$3.48K - $4.11K
|
5.29K
$315K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
72+ 0.19% |
$3.39K - $4K
|
37.1K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
68+ 1.49% |
$3.2K - $3.78K
|
4.63K
$276K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
67+ 0.9% |
$3.15K - $3.72K
|
7.48K
$446K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
65New |
$3.06K - $3.61K
|
65
$3.87K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
61+ 4.24% |
$2.87K - $3.39K
|
1.5K
$89.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
56+ 1.89% |
$2.64K - $3.11K
|
3.02K
$180K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
42New |
$1.98K - $2.33K
|
42
$2.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
37+ 0.88% |
$1.74K - $2.06K
|
4.24K
$253K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.23% |
$1.08K - $1.28K
|
9.82K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
18New |
$847 - $1K
|
18
$1.07K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
17+ 0.24% |
$800 - $945
|
7.18K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
14+ 0.02% |
$659 - $778
|
57.5K
$3.43M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14+ 2.23% |
$659 - $778
|
641
$38.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14+ 0.09% |
$659 - $778
|
16.1K
$960K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
12+ 0.09% |
$565 - $667
|
13.1K
$778K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
11+ 0.01% |
$518 - $611
|
86.6K
$5.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.17% |
$471 - $556
|
5.93K
$353K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
10New |
$471 - $556
|
10
$596
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6+ 0.04% |
$282 - $333
|
13.7K
$816K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.11% |
$141 - $167
|
2.85K
$170K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.29% |
$141 - $167
|
1.05K
$62.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.11% |
$141 - $167
|
2.75K
$164K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$47.1 - $55.6
|
152
$9.05K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.01% |
$47.1 - $55.6
|
8.07K
$481K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$47.1 - $55.6
|
7.46K
$444K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$47.1 - $55.6
|
1.44K
$85.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$47.1 - $55.6
|
7.52K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 7.14% |
$47.1 - $55.6
|
13
$774
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$47.1 - $55.6
|
18K
$1.07M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-5- 4.17% |
$235 - $278
|
115
$6.85K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-6- 0.06% |
$282 - $333
|
9.96K
$593K
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-12- 0.04% |
$565 - $667
|
29.3K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-17- 0.01% |
$800 - $945
|
175K
$10.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-19- 0.74% |
$894 - $1.06K
|
2.54K
$152K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-22- 0.41% |
$1.04K - $1.22K
|
5.39K
$321K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-24- 0.09% |
$1.13K - $1.33K
|
26.1K
$1.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-29- 4.29% |
$1.37K - $1.61K
|
647
$38.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-31- 0.16% |
$1.46K - $1.72K
|
19.3K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-37- 1.57% |
$1.74K - $2.06K
|
2.32K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37- 0.08% |
$1.74K - $2.06K
|
44.8K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-50- 0.36% |
$2.35K - $2.78K
|
13.8K
$825K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-53- 0.65% |
$2.49K - $2.94K
|
8.06K
$480K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-57- 0.11% |
$2.68K - $3.17K
|
49.9K
$2.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-60- 0.76% |
$2.82K - $3.33K
|
7.82K
$466K
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-67- 1.42% |
$3.15K - $3.72K
|
4.65K
$277K
|