Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
15.2KNew |
$678K - $825K
|
15.2K
$920K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 30.29% |
$646K - $786K
|
62.5K
$3.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.5KNew |
$645K - $785K
|
14.5K
$875K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
14KNew |
$623K - $759K
|
14K
$846K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13.7K+ 8.43% |
$607K - $739K
|
176K
$10.6M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.6K+ 11.92% |
$605K - $736K
|
128K
$7.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13.4K+ 6.94% |
$597K - $727K
|
207K
$12.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
12.5K+ 19.28% |
$556K - $677K
|
77.4K
$4.67M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.8K+ 5.13% |
$526K - $640K
|
242K
$14.6M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.8K+ 5.1% |
$523K - $637K
|
242K
$14.6M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
11.6KNew |
$518K - $630K
|
11.6K
$703K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2KNew |
$454K - $553K
|
10.2K
$617K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
10.2K+ 51.98% |
$452K - $550K
|
29.7K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
9.12KNew |
$405K - $493K
|
9.12K
$550K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.09K+ 19.56% |
$404K - $492K
|
55.6K
$3.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
9.09K+ 13.41% |
$404K - $492K
|
76.9K
$4.64M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
8.36KNew |
$372K - $452K
|
8.36K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.13K+ 5.72% |
$361K - $440K
|
150K
$9.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
7.92KNew |
$352K - $429K
|
7.92K
$478K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.81K+ 11.78% |
$347K - $423K
|
74.1K
$4.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.73K+ 14.73% |
$344K - $419K
|
60.2K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.37KNew |
$328K - $399K
|
7.37K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.21K+ 7.68% |
$320K - $390K
|
101K
$6.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
6.96KNew |
$309K - $377K
|
6.96K
$420K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.72KNew |
$299K - $363K
|
6.72K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.7KNew |
$298K - $363K
|
6.7K
$404K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
6.26KNew |
$278K - $339K
|
6.26K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.19K+ 3.16% |
$275K - $335K
|
202K
$12.2M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5.87KNew |
$261K - $318K
|
5.87K
$354K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5.78KNew |
$257K - $313K
|
5.78K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.63KNew |
$250K - $305K
|
5.63K
$340K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.56K+ 12.43% |
$247K - $301K
|
50.3K
$3.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.54KNew |
$246K - $300K
|
5.54K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.05KNew |
$224K - $273K
|
5.05K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.02K+ 21.66% |
$223K - $272K
|
28.2K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.88KNew |
$217K - $264K
|
4.88K
$295K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.85KNew |
$216K - $262K
|
4.85K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.63K+ 25.0% |
$206K - $250K
|
23.1K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.59K+ 15.34% |
$204K - $248K
|
34.5K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.52KNew |
$201K - $245K
|
4.52K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.51K+ 375.67% |
$200K - $244K
|
5.71K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.41K+ 18.62% |
$196K - $239K
|
28.1K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.16K+ 6.19% |
$185K - $225K
|
71.3K
$4.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11K+ 5.67% |
$183K - $223K
|
76.7K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.05K+ 33.1% |
$180K - $219K
|
16.3K
$982K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$180K - $219K
|
4.04K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.96KNew |
$176K - $214K
|
3.96K
$239K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.96KNew |
$176K - $214K
|
3.96K
$239K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
3.93KNew |
$175K - $212K
|
3.93K
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$173K - $211K
|
3.9K
$235K
|