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
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-305- 96.83% |
$14.7K - $17.6K
|
10
$596
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-310- 5.53% |
$14.9K - $17.9K
|
5.3K
$316K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-318- 14.26% |
$15.3K - $18.4K
|
1.91K
$114K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-327- 3.0% |
$15.8K - $18.9K
|
10.6K
$629K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-390- 5.21% |
$18.8K - $22.5K
|
7.1K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-400- 31.01% |
$19.3K - $23.1K
|
890
$53K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-414- 1.24% |
$20K - $23.9K
|
32.9K
$1.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-430- 0.9% |
$20.7K - $24.8K
|
47.5K
$2.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-450- 5.35% |
$21.7K - $26K
|
7.97K
$475K
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-470- 7.76% |
$22.6K - $27.1K
|
5.58K
$333K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-480- 4.09% |
$23.1K - $27.7K
|
11.3K
$671K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-486- 0.59% |
$23.4K - $28.1K
|
81.6K
$4.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-487Closed |
$23.5K - $28.1K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-500- 89.29% |
$24.1K - $28.9K
|
60
$3.57K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-500- 10.18% |
$24.1K - $28.9K
|
4.41K
$263K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-504- 8.17% |
$24.3K - $29.1K
|
5.66K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-508- 48.8% |
$24.5K - $29.3K
|
533
$31.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-513- 1.93% |
$24.7K - $29.6K
|
26.1K
$1.55M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-526- 1.59% |
$25.3K - $30.4K
|
32.5K
$1.94M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-540- 3.29% |
$26K - $31.2K
|
15.9K
$946K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-557- 2.48% |
$26.8K - $32.2K
|
21.9K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-570- 1.51% |
$27.5K - $32.9K
|
37.2K
$2.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-574- 71.93% |
$27.7K - $33.2K
|
224
$13.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-580- 4.72% |
$28K - $33.5K
|
11.7K
$697K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 1.17% |
$28.9K - $34.7K
|
50.7K
$3.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-620- 2.25% |
$29.9K - $35.8K
|
27K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-630- 1.8% |
$30.4K - $36.4K
|
34.4K
$2.05M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-640- 23.92% |
$30.8K - $37K
|
2.04K
$121K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-651- 67.39% |
$31.4K - $37.6K
|
315
$18.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-666- 24.78% |
$32.1K - $38.5K
|
2.02K
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-684- 1.53% |
$33K - $39.5K
|
43.9K
$2.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-690- 60.37% |
$33.3K - $39.9K
|
453
$27K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-692- 12.32% |
$33.3K - $40K
|
4.92K
$293K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-698- 13.7% |
$33.6K - $40.3K
|
4.4K
$262K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-704- 10.9% |
$33.9K - $40.7K
|
5.75K
$343K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-705- 12.84% |
$34K - $40.7K
|
4.78K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-721- 11.66% |
$34.7K - $41.6K
|
5.46K
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-746- 12.02% |
$35.9K - $43.1K
|
5.46K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-749- 1.36% |
$36.1K - $43.3K
|
54.3K
$3.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-750- 0.92% |
$36.1K - $43.3K
|
80.6K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-841- 2.63% |
$40.5K - $48.6K
|
31.1K
$1.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-907- 8.65% |
$43.7K - $52.4K
|
9.58K
$571K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-909- 0.95% |
$43.8K - $52.5K
|
95.3K
$5.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-936- 10.26% |
$45.1K - $54.1K
|
8.18K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-946- 16.5% |
$45.6K - $54.6K
|
4.79K
$285K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1K- 53.3% |
$48.2K - $57.8K
|
876
$52.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.06K- 11.47% |
$51.1K - $61.2K
|
8.18K
$487K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.08K- 2.05% |
$51.9K - $62.3K
|
51.5K
$3.07M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.08K- 2.05% |
$51.9K - $62.3K
|
51.5K
$3.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 61.91% |
$53.5K - $64.1K
|
683
$40.7K
|