Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.4K+ 113.74% |
$453K - $543K
|
17.7K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
9.1KNew |
$439K - $526K
|
9.1K
$542K
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.07K+ 4.1% |
$437K - $524K
|
230K
$13.7M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
8.96K+ 4.04% |
$432K - $517K
|
230K
$13.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.7KNew |
$419K - $503K
|
8.7K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.65K+ 1.08% |
$417K - $499K
|
810K
$48.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.24K+ 9.63% |
$397K - $476K
|
93.8K
$5.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.16KNew |
$393K - $471K
|
8.16K
$486K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.48K+ 71.63% |
$361K - $432K
|
17.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.23KNew |
$349K - $418K
|
7.23K
$431K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
7.05K+ 23.84% |
$339K - $407K
|
36.6K
$2.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
6.92K+ 53.94% |
$333K - $400K
|
19.7K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.82KNew |
$329K - $394K
|
6.82K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.25K+ 30.28% |
$301K - $361K
|
26.9K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.06K+ 34.33% |
$292K - $350K
|
23.7K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.02K+ 91.86% |
$290K - $348K
|
12.6K
$749K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.92KNew |
$285K - $342K
|
5.92K
$353K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.84K+ 118.47% |
$281K - $337K
|
10.8K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.75K+ 78.87% |
$277K - $332K
|
13K
$776K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.44K+ 2.14% |
$262K - $314K
|
260K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.36K+ 7.12% |
$258K - $309K
|
80.6K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.18K+ 31.35% |
$250K - $299K
|
21.7K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
5.17KNew |
$249K - $298K
|
5.17K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.09KNew |
$245K - $294K
|
5.09K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.8K+ 25.85% |
$231K - $277K
|
23.4K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
4.61K+ 7.3% |
$222K - $266K
|
67.8K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
4.11K+ 2.73% |
$198K - $237K
|
154K
$9.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.7K+ 5.69% |
$178K - $213K
|
68.7K
$4.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.52K+ 12.01% |
$169K - $203K
|
32.8K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 371.19% |
$163K - $196K
|
4.3K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
3.29KNew |
$158K - $190K
|
3.29K
$196K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
3.11K+ 3.81% |
$150K - $180K
|
84.7K
$5.05M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.04K+ 7.0% |
$147K - $176K
|
46.5K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.85K+ 2.89% |
$137K - $164K
|
101K
$6.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.81K+ 2812.0% |
$136K - $162K
|
2.91K
$173K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.65K+ 0.67% |
$128K - $153K
|
397K
$23.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.51K+ 30.75% |
$121K - $145K
|
10.7K
$636K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.44K+ 3.8% |
$118K - $141K
|
66.7K
$3.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 50.35% |
$118K - $141K
|
7.29K
$434K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.36K+ 7.0% |
$114K - $136K
|
36.1K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.36K+ 8.2% |
$114K - $136K
|
31.1K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.35K+ 1.68% |
$113K - $136K
|
142K
$8.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.34K+ 16.18% |
$113K - $135K
|
16.8K
$999K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.03K+ 4.9% |
$97.7K - $117K
|
43.4K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.96K+ 4.71% |
$94.5K - $113K
|
43.6K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.94K+ 3.83% |
$93.2K - $112K
|
52.5K
$3.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.9K+ 1.48% |
$91.8K - $110K
|
131K
$7.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
1.69K+ 2.58% |
$81.4K - $97.6K
|
67.3K
$4.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.64K+ 2.48% |
$78.8K - $94.5K
|
67.6K
$4.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 409.39% |
$71.4K - $85.6K
|
1.84K
$110K
|