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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.09% |
$246 - $265
|
4.66K
$281K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
3+ 0.18% |
$185 - $199
|
1.67K
$100K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.24% |
$123 - $133
|
837
$50.5K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$123 - $133
|
13.2K
$797K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$61.6 - $66.3
|
1.56K
$94.3K
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.28% |
$61.6 - $66.3
|
361
$21.8K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$61.6 - $66.3
|
4.72K
$285K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.12% |
$61.6 - $66.3
|
827
$49.9K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.17% |
$61.6 - $66.3
|
601
$36.3K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3- -0.0% |
$185 - $199
|
96.8K
$5.84M
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 0.63% |
$369 - $398
|
943
$56.9K
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6- 0.06% |
$369 - $398
|
10.8K
$652K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-11- 0.26% |
$677 - $730
|
4.19K
$253K
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-20- 0.04% |
$1.23K - $1.33K
|
54.4K
$3.28M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-22Closed |
$1.35K - $1.46K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-22- 0.29% |
$1.35K - $1.46K
|
7.6K
$458K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-24- 0.51% |
$1.48K - $1.59K
|
4.68K
$282K
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25- 0.48% |
$1.54K - $1.66K
|
5.23K
$316K
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32- 0.43% |
$1.97K - $2.12K
|
7.36K
$444K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-36- 12.86% |
$2.22K - $2.39K
|
244
$14.7K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-36- 0.52% |
$2.22K - $2.39K
|
6.86K
$414K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-39- 0.2% |
$2.4K - $2.59K
|
19.2K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-48- 1.5% |
$2.96K - $3.18K
|
3.16K
$191K
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-50- 0.29% |
$3.08K - $3.32K
|
17.1K
$1.03M
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-57- 1.24% |
$3.51K - $3.78K
|
4.55K
$274K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-60- 5.32% |
$3.69K - $3.98K
|
1.07K
$64.4K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-63- 13.38% |
$3.88K - $4.18K
|
408
$24.6K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-67- 0.62% |
$4.13K - $4.44K
|
10.7K
$645K
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
SELL
|
- |
-70- 0.07% |
$4.31K - $4.64K
|
96K
$5.79M
|
|
Feb 04, 2022
Q4 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-71- 1.76% |
$4.37K - $4.71K
|
3.97K
$239K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-74- 6.99% |
$4.56K - $4.91K
|
984
$59.4K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-83- 15.87% |
$5.11K - $5.5K
|
440
$26.5K
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-84- 0.56% |
$5.17K - $5.57K
|
14.8K
$893K
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-84- 2.5% |
$5.17K - $5.57K
|
3.27K
$197K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-85- 1.43% |
$5.23K - $5.64K
|
5.87K
$354K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-95- 54.29% |
$5.85K - $6.3K
|
80
$4.83K
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-96- 2.02% |
$5.91K - $6.37K
|
4.67K
$282K
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-98- 2.57% |
$6.03K - $6.5K
|
3.72K
$224K
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-100- 3.03% |
$6.16K - $6.63K
|
3.2K
$193K
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-108- 1.23% |
$6.65K - $7.16K
|
8.68K
$524K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-118- 34.1% |
$7.27K - $7.83K
|
228
$13.8K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-120- 1.17% |
$7.39K - $7.96K
|
10.1K
$610K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-126- 0.88% |
$7.76K - $8.36K
|
14.2K
$857K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-133Closed |
$8.19K - $8.82K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-138Closed |
$8.5K - $9.15K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-140- 3.12% |
$8.62K - $9.28K
|
4.35K
$263K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-144- 5.54% |
$8.87K - $9.55K
|
2.45K
$148K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-150- 0.79% |
$9.24K - $9.95K
|
18.8K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-156- 81.25% |
$9.61K - $10.3K
|
36
$2.17K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-172- 1.43% |
$10.6K - $11.4K
|
11.8K
$713K
|