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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.61KNew |
$530K - $571K
|
8.61K
$513K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.59K+ 25.56% |
$529K - $570K
|
42.2K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.21K+ 3.3% |
$506K - $545K
|
257K
$15.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.06K+ 35.23% |
$497K - $535K
|
31K
$1.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.05K+ 213.05% |
$496K - $534K
|
11.8K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
8K+ 14.81% |
$493K - $531K
|
62K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.88KNew |
$485K - $523K
|
7.88K
$470K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.72K+ 6.27% |
$475K - $512K
|
131K
$7.8M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.54KNew |
$464K - $500K
|
7.54K
$449K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
7.47KNew |
$460K - $496K
|
7.47K
$445K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
7.28K+ 6.43% |
$448K - $483K
|
121K
$7.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
7.2KNew |
$443K - $478K
|
7.2K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.08KNew |
$436K - $470K
|
7.08K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.08K+ 7.67% |
$436K - $470K
|
99.4K
$5.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.06KNew |
$435K - $468K
|
7.06K
$421K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
7.06KNew |
$434K - $468K
|
7.06K
$421K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7K+ 9.31% |
$431K - $464K
|
82.2K
$4.9M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.9KNew |
$425K - $458K
|
6.9K
$411K
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.87KNew |
$423K - $455K
|
6.87K
$409K
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
6.62KNew |
$408K - $439K
|
6.62K
$395K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.57K+ 2.87% |
$404K - $435K
|
235K
$14M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6.3KNew |
$388K - $418K
|
6.3K
$376K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.28K+ 15.59% |
$387K - $417K
|
46.6K
$2.78M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.09KNew |
$375K - $404K
|
6.09K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.07KNew |
$373K - $402K
|
6.07K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.04K+ 7.14% |
$372K - $400K
|
90.6K
$5.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.04K+ 2.43% |
$372K - $400K
|
255K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.99K+ 6.08% |
$369K - $397K
|
105K
$6.23M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.98KNew |
$368K - $397K
|
5.98K
$357K
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
5.92KNew |
$365K - $393K
|
5.92K
$353K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5.91K+ 5.07% |
$364K - $392K
|
122K
$7.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
5.84K+ 466.13% |
$359K - $387K
|
7.09K
$423K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.83KNew |
$359K - $387K
|
5.83K
$348K
|
|
|
Feb 08, 2022
Q4 2021
|
Martin Capital Advisors, LLP
|
BUY
|
- |
5.62KNew |
$346K - $373K
|
5.62K
$335K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.61K+ 500.0% |
$345K - $372K
|
6.73K
$401K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.47KNew |
$337K - $363K
|
5.47K
$326K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.39K+ 5.12% |
$332K - $357K
|
111K
$6.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.25KNew |
$323K - $348K
|
5.25K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.25K+ 46.36% |
$323K - $348K
|
16.6K
$987K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.21K+ 19.89% |
$321K - $345K
|
31.4K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.1KNew |
$314K - $338K
|
5.1K
$304K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.82KNew |
$297K - $320K
|
4.82K
$287K
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
4.7KNew |
$290K - $312K
|
4.7K
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.43KNew |
$272K - $293K
|
4.43K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
4.21K+ 56.24% |
$259K - $279K
|
11.7K
$697K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.12KNew |
$254K - $273K
|
4.12K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.09KNew |
$252K - $271K
|
4.09K
$244K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
4.09KNew |
$252K - $271K
|
4.09K
$244K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.06KNew |
$250K - $269K
|
4.06K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
4.05KNew |
$250K - $269K
|
4.05K
$242K
|