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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.17K- 3.23% |
$56.6K - $67.8K
|
35.2K
$2.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.2K- 5.23% |
$57.7K - $69.2K
|
21.7K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.2K- 10.36% |
$57.8K - $69.3K
|
10.4K
$618K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.25K- 5.39% |
$60.3K - $72.3K
|
22K
$1.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.27K- 13.75% |
$61K - $73.1K
|
7.94K
$473K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.3K- 5.7% |
$62.4K - $74.8K
|
21.4K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.35K- 2.99% |
$65K - $77.9K
|
43.8K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.41K- 71.41% |
$67.8K - $81.2K
|
563
$33.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 9.89% |
$68.1K - $81.7K
|
12.9K
$768K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.46K- 4.71% |
$70.4K - $84.4K
|
29.6K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.52K- 20.15% |
$73.2K - $87.8K
|
6.03K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.55K- 7.38% |
$74.7K - $89.5K
|
19.4K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.58K- 9.0% |
$76.2K - $91.3K
|
16K
$952K
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.6K- 2.65% |
$76.9K - $92.2K
|
58.6K
$3.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.69K- 4.11% |
$81.4K - $97.6K
|
39.4K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.71K- 11.13% |
$82.4K - $98.8K
|
13.7K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.74K- 20.04% |
$83.9K - $101K
|
6.95K
$414K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.74K- 72.04% |
$83.9K - $101K
|
676
$40.3K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.77K- 12.79% |
$85.4K - $102K
|
12.1K
$720K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.85K- 8.92% |
$89K - $107K
|
18.9K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92K- 4.38% |
$92.3K - $111K
|
41.8K
$2.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2K- 8.28% |
$96.2K - $115K
|
22.1K
$1.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.02K- 55.15% |
$97.3K - $117K
|
1.64K
$97.9K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.03K- 13.65% |
$98K - $117K
|
12.9K
$766K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.1K- 14.73% |
$101K - $121K
|
12.1K
$724K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.14K- 3.89% |
$103K - $123K
|
52.8K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.21K- 7.97% |
$107K - $128K
|
25.6K
$1.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.21K- 8.72% |
$107K - $128K
|
23.2K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.25K- 15.15% |
$108K - $130K
|
12.6K
$749K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.37K- 9.1% |
$114K - $137K
|
23.7K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.43K- 10.03% |
$117K - $140K
|
21.8K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.48K- 13.71% |
$120K - $143K
|
15.6K
$930K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.5K- 2.96% |
$121K - $145K
|
82.1K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.57K- 13.22% |
$124K - $148K
|
16.9K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.67K- 10.86% |
$129K - $154K
|
21.9K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.9K- 2.44% |
$140K - $168K
|
116K
$6.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.93K- 2.46% |
$141K - $169K
|
116K
$6.9M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.06K- 8.88% |
$147K - $176K
|
31.4K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.1K- 22.78% |
$149K - $179K
|
10.5K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.12K- 1.45% |
$150K - $180K
|
212K
$12.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.13K- 26.5% |
$151K - $181K
|
8.69K
$517K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.18K- 17.23% |
$153K - $184K
|
15.3K
$909K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.23K- 3.03% |
$156K - $186K
|
103K
$6.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.4K- 26.82% |
$164K - $196K
|
9.26K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.53K- 3.71% |
$170K - $204K
|
91.4K
$5.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-3.54K- 5.66% |
$171K - $205K
|
59.1K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.55K- 45.76% |
$171K - $205K
|
4.21K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-3.6K- 5.23% |
$174K - $208K
|
65.3K
$3.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.66K- 8.32% |
$176K - $211K
|
40.3K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.03K- 24.83% |
$194K - $233K
|
12.2K
$727K
|