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 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.89KNew |
$173K - $211K
|
3.89K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.89KNew |
$173K - $210K
|
3.89K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
3.88KNew |
$173K - $210K
|
3.88K
$234K
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.79KNew |
$169K - $205K
|
3.79K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3.78KNew |
$168K - $205K
|
3.78K
$228K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
3.77KNew |
$167K - $204K
|
3.77K
$227K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
3.72KNew |
$166K - $201K
|
3.72K
$225K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3.72KNew |
$165K - $201K
|
3.72K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.72KNew |
$165K - $201K
|
3.72K
$224K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.48K+ 3.44% |
$155K - $188K
|
105K
$6.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 23.47% |
$151K - $184K
|
17.9K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 30.21% |
$144K - $176K
|
14K
$845K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.02KNew |
$134K - $164K
|
3.02K
$182K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.96KNew |
$131K - $160K
|
2.96K
$178K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.8K+ 4.19% |
$124K - $151K
|
69.5K
$4.2M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
2.57KNew |
$114K - $139K
|
2.57K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.47K+ 1.99% |
$110K - $134K
|
126K
$7.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.41KNew |
$107K - $130K
|
2.41K
$145K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 46.46% |
$105K - $128K
|
7.45K
$450K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2KNew |
$97.9K - $119K
|
2.2K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.12K+ 2.5% |
$94.3K - $115K
|
86.9K
$5.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.11K+ 18.74% |
$93.8K - $114K
|
13.4K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 9.86% |
$93.1K - $113K
|
23.3K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.94K+ 0.51% |
$86K - $105K
|
378K
$22.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.92KNew |
$85.3K - $104K
|
1.92K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.84K+ 91.3% |
$81.6K - $99.4K
|
3.85K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1.8KNew |
$80K - $97.4K
|
1.8K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.77K+ 10.49% |
$78.6K - $95.7K
|
18.6K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.68K+ 3.15% |
$74.9K - $91.1K
|
55.2K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.63K+ 29.92% |
$72.6K - $88.4K
|
7.1K
$428K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.59KNew |
$70.5K - $85.8K
|
1.59K
$95.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.58K+ 1.02% |
$70.3K - $85.6K
|
156K
$9.41M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.54K+ 7.01% |
$68.4K - $83.3K
|
23.5K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
1.5KNew |
$66.7K - $81.2K
|
1.5K
$90.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 7.38% |
$64.8K - $78.9K
|
21.2K
$1.28M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.44KNew |
$63.9K - $77.8K
|
1.44K
$86.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.26KNew |
$55.8K - $67.9K
|
1.26K
$75.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.2K+ 240.0% |
$53.4K - $64.9K
|
1.7K
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.19K+ 4.42% |
$53K - $64.5K
|
28.2K
$1.7M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.19K+ 6.43% |
$53K - $64.5K
|
19.7K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.12K+ 2.55% |
$49.8K - $60.6K
|
45K
$2.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 3.01% |
$49.6K - $60.4K
|
38.2K
$2.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.11K+ 6.05% |
$49.4K - $60.1K
|
19.5K
$1.17M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.1KNew |
$48.9K - $59.5K
|
1.1K
$66.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 25.17% |
$48.2K - $58.6K
|
5.39K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 19.75% |
$45.8K - $55.7K
|
6.25K
$377K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
969+ 1.06% |
$43.1K - $52.4K
|
92.3K
$5.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
959New |
$42.6K - $51.9K
|
959
$57.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
937+ 8.14% |
$41.7K - $50.7K
|
12.4K
$751K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
900New |
$40K - $48.7K
|
900
$54.3K
|