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 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
204+ 0.99% |
$12.6K - $13.5K
|
20.8K
$1.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
200New |
$12.3K - $13.3K
|
200
$12.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
195+ 0.49% |
$12K - $12.9K
|
39.8K
$2.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
184+ 5.41% |
$11.3K - $12.2K
|
3.59K
$216K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
180New |
$11.1K - $11.9K
|
180
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
174New |
$10.7K - $11.5K
|
174
$10.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
166+ 0.26% |
$10.2K - $11K
|
64.5K
$3.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
165+ 0.74% |
$10.2K - $10.9K
|
22.4K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
162+ 0.79% |
$9.98K - $10.7K
|
20.6K
$1.25M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
151New |
$9.3K - $10K
|
151
$9.11K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
144New |
$8.87K - $9.55K
|
144
$8.69K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
142+ 0.8% |
$8.74K - $9.42K
|
18K
$1.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
124+ 3.13% |
$7.64K - $8.22K
|
4.08K
$246K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
121New |
$7.45K - $8.02K
|
121
$7.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
120New |
$7.39K - $7.96K
|
120
$7.24K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
120+ 1.48% |
$7.39K - $7.96K
|
8.25K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
120New |
$7.39K - $7.96K
|
120
$7.24K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
114New |
$7.02K - $7.56K
|
114
$6.88K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
112+ 103.7% |
$6.9K - $7.43K
|
220
$13.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
99+ 1.71% |
$6.1K - $6.57K
|
5.88K
$355K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
96New |
$5.91K - $6.37K
|
96
$5.79K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
96New |
$5.91K - $6.37K
|
96
$5.79K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91+ 5.04% |
$5.6K - $6.04K
|
1.9K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
85+ 1.73% |
$5.23K - $5.64K
|
5.01K
$302K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
66New |
$4.06K - $4.38K
|
66
$3.98K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
66+ 0.54% |
$4.06K - $4.38K
|
12.4K
$746K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
54+ 112.5% |
$3.33K - $3.58K
|
102
$6.15K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
46+ 0.05% |
$2.83K - $3.05K
|
91.2K
$5.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
42+ 0.59% |
$2.59K - $2.79K
|
7.19K
$434K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
42+ 1.1% |
$2.59K - $2.79K
|
3.86K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
38+ 0.13% |
$2.34K - $2.52K
|
29.7K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
37+ 0.16% |
$2.28K - $2.45K
|
23K
$1.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
36+ 0.01% |
$2.22K - $2.39K
|
507K
$30.6M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
36New |
$2.22K - $2.39K
|
36
$2.17K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
35+ 0.32% |
$2.16K - $2.32K
|
10.9K
$659K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
31+ 0.17% |
$1.91K - $2.06K
|
18.6K
$1.12M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30+ 500.0% |
$1.85K - $1.99K
|
36
$2.17K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
30New |
$1.85K - $1.99K
|
30
$1.81K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
21+ 0.3% |
$1.29K - $1.39K
|
7.08K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
20New |
$1.23K - $1.33K
|
20
$1.21K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
18New |
$1.11K - $1.19K
|
18
$1.09K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12+ 0.12% |
$739 - $796
|
9.79K
$590K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
12New |
$739 - $796
|
12
$724
|
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
11+ 0.05% |
$677 - $730
|
22K
$1.33M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 0.08% |
$431 - $464
|
9.13K
$551K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6+ 0.06% |
$369 - $398
|
9.78K
$590K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.14% |
$308 - $332
|
3.68K
$222K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.18% |
$308 - $332
|
2.83K
$171K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.1% |
$308 - $332
|
4.79K
$289K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5+ 0.14% |
$308 - $332
|
3.68K
$222K
|