Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
28.3K+ 1194.38% |
$1.74M - $1.87M
|
30.6K
$1.85M
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
25.9K+ 12.42% |
$1.6M - $1.72M
|
235K
$14.2M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
25.9KNew |
$1.59M - $1.72M
|
25.9K
$1.56M
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
24.3KNew |
$1.5M - $1.61M
|
24.3K
$1.47M
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
23.3KNew |
$1.44M - $1.55M
|
23.3K
$1.41M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
23.1KNew |
$1.42M - $1.53M
|
23.1K
$1.39M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
22.2KNew |
$1.37M - $1.47M
|
22.2K
$1.34M
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
22.2KNew |
$1.37M - $1.47M
|
22.2K
$1.34M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 25.85% |
$1.3M - $1.4M
|
103K
$6.19M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20.2K+ 412.37% |
$1.24M - $1.34M
|
25.1K
$1.51M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
19.9KNew |
$1.23M - $1.32M
|
19.9K
$1.2M
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.2K+ 118.7% |
$1.18M - $1.27M
|
35.3K
$2.13M
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
19.1KNew |
$1.17M - $1.26M
|
19.1K
$1.15M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.7K+ 122.43% |
$1.15M - $1.24M
|
33.9K
$2.05M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
18.4K+ 13.98% |
$1.13M - $1.22M
|
150K
$9.06M
|
|
Feb 14, 2022
Q4 2021
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18.1K+ 170.97% |
$1.11M - $1.2M
|
28.7K
$1.73M
|
|
Feb 09, 2022
Q4 2021
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
18KNew |
$1.11M - $1.19M
|
18K
$1.09M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.9K+ 174.52% |
$1.1M - $1.19M
|
28.2K
$1.7M
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
17.9K+ 2243.43% |
$1.1M - $1.19M
|
18.7K
$1.13M
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
17.9KNew |
$1.1M - $1.19M
|
17.9K
$1.08M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
17.7K+ 407.69% |
$1.09M - $1.17M
|
22.1K
$1.33M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 0.58% |
$1.09M - $1.17M
|
3.05M
$184M
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
17.6KNew |
$1.08M - $1.17M
|
17.6K
$1.06M
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
17.4KNew |
$1.07M - $1.16M
|
17.4K
$1.05M
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
16.9K+ 2.03% |
$1.04M - $1.12M
|
850K
$51.3M
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
16.5K+ 11.3% |
$1.02M - $1.09M
|
163K
$9.81M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.7K+ 28.01% |
$966K - $1.04M
|
71.7K
$4.32M
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
15KNew |
$923K - $994K
|
15K
$905K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.4K+ 6.42% |
$889K - $957K
|
239K
$14.4M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14.4K+ 17.88% |
$884K - $952K
|
94.7K
$5.71M
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
13.9KNew |
$856K - $922K
|
13.9K
$838K
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
13.4K+ 21.85% |
$826K - $890K
|
74.8K
$4.51M
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.4K+ 30.11% |
$825K - $889K
|
57.9K
$3.49M
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
12.7K+ 5.08% |
$779K - $839K
|
262K
$15.8M
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
12K+ 6.27% |
$741K - $798K
|
204K
$12.3M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
11.6KNew |
$714K - $769K
|
11.6K
$700K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.6KNew |
$711K - $766K
|
11.6K
$697K
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.4KNew |
$702K - $756K
|
11.4K
$688K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
11.1K+ 68.5% |
$682K - $734K
|
27.2K
$1.64M
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
10.5K+ 805.45% |
$646K - $696K
|
11.8K
$712K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.4KNew |
$643K - $693K
|
10.4K
$630K
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
9.66KNew |
$595K - $641K
|
9.66K
$583K
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.65KNew |
$594K - $640K
|
9.65K
$582K
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.65KNew |
$594K - $640K
|
9.65K
$582K
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
9.64K+ 6.84% |
$594K - $639K
|
151K
$9.08M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.33K+ 31.65% |
$575K - $619K
|
38.8K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
8.91KNew |
$549K - $591K
|
8.91K
$538K
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.81K+ 2.49% |
$543K - $585K
|
362K
$21.9M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.63K+ 14.43% |
$532K - $572K
|
68.5K
$4.13M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.61KNew |
$530K - $571K
|
8.61K
$520K
|