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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
870+ 54.37% |
$38.7K - $47.1K
|
2.47K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
799+ 10.23% |
$35.5K - $43.2K
|
8.61K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
740+ 3.39% |
$32.9K - $40K
|
22.6K
$1.36M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
720New |
$32K - $39K
|
720
$43.4K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
709+ 3.7% |
$31.5K - $38.4K
|
19.9K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
641+ 3.66% |
$28.5K - $34.7K
|
18.2K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
483+ 8.94% |
$21.5K - $26.1K
|
5.88K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
460+ 0.89% |
$20.5K - $24.9K
|
52K
$3.14M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
460+ 0.89% |
$20.5K - $24.9K
|
52K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
450New |
$20K - $24.4K
|
450
$27.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
420New |
$18.7K - $22.7K
|
420
$25.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
390New |
$17.3K - $21.1K
|
390
$23.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
390+ 661.02% |
$17.3K - $21.1K
|
449
$27.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
388+ 1.66% |
$17.3K - $21K
|
23.8K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
365+ 1216.67% |
$16.2K - $19.8K
|
395
$23.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
360New |
$16K - $19.5K
|
360
$21.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
352+ 0.52% |
$15.6K - $19.1K
|
67.6K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
324+ 0.32% |
$14.4K - $17.5K
|
100K
$6.04M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
300+ 84.27% |
$13.3K - $16.2K
|
656
$39.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
297New |
$13.2K - $16.1K
|
297
$17.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
294New |
$13.1K - $15.9K
|
294
$17.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
289+ 16.4% |
$12.8K - $15.6K
|
2.05K
$124K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
286+ 90.22% |
$12.7K - $15.5K
|
603
$36.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
270New |
$12K - $14.6K
|
270
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
257+ 0.83% |
$11.4K - $13.9K
|
31.4K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
255+ 0.79% |
$11.3K - $13.8K
|
32.5K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
251+ 2.75% |
$11.2K - $13.6K
|
9.38K
$566K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
233+ 4.24% |
$10.4K - $12.6K
|
5.73K
$346K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
220+ 6.93% |
$9.78K - $11.9K
|
3.4K
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
214+ 0.41% |
$9.51K - $11.6K
|
52.1K
$3.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
210+ 0.52% |
$9.34K - $11.4K
|
40.8K
$2.46M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
201+ 1.2% |
$8.94K - $10.9K
|
17K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
200+ 0.61% |
$8.89K - $10.8K
|
33.1K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
196New |
$8.71K - $10.6K
|
196
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
190+ 1900.0% |
$8.45K - $10.3K
|
200
$12.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
189New |
$8.4K - $10.2K
|
189
$11.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
186+ 0.96% |
$8.27K - $10.1K
|
19.6K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
183+ 0.6% |
$8.14K - $9.9K
|
30.7K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
173+ 3.17% |
$7.69K - $9.36K
|
5.63K
$340K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
161New |
$7.16K - $8.71K
|
161
$9.71K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
152New |
$6.76K - $8.23K
|
152
$9.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
140+ 0.29% |
$6.22K - $7.58K
|
47.7K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
126+ 0.6% |
$5.6K - $6.82K
|
21.1K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
112+ 2.44% |
$4.98K - $6.06K
|
4.7K
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
96New |
$4.27K - $5.2K
|
96
$5.79K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
90New |
$4K - $4.87K
|
90
$5.43K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
89+ 9.85% |
$3.96K - $4.82K
|
993
$59.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
89+ 0.42% |
$3.96K - $4.82K
|
21.5K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
84+ 0.8% |
$3.73K - $4.55K
|
10.6K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
77+ 0.18% |
$3.42K - $4.17K
|
43.7K
$2.64M
|