Purchases and Sales Made in Q4 2023 in Ishares Tr Dow Jones Us Medica (IHI)

IHI Quotes by TradingView

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 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
84
+ 0.8%
$3.73K - $4.55K
10.6K $662K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
77
+ 0.18%
$3.42K - $4.17K
43.7K $2.73M
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
66
New
$2.93K - $3.57K
66 $4.12K
Jan 24, 2024 Q4 2023
Avitas Wealth Management LLC

BUY
 -
66
+ 1.09%
$2.93K - $3.57K
6.12K $382K
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
60
New
$2.67K - $3.25K
60 $3.75K
Jan 09, 2024 Q4 2023
Wedmont Private Capital

BUY
 -
60
+ 0.78%
$2.67K - $3.25K
7.74K $484K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
54
New
$2.4K - $2.92K
54 $3.37K
Feb 13, 2024 Q4 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
53
+ 0.44%
$2.36K - $2.87K
12.2K $764K
Feb 12, 2024 Q4 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
51
+ 1.03%
$2.27K - $2.76K
4.99K $312K
Feb 05, 2024 Q4 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
35
+ 0.42%
$1.56K - $1.89K
8.44K $527K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
20
+ 0.55%
$889 - $1.08K
3.64K $227K
Sep 20, 2024 Q4 2023
Alm First Financial Advisors, LLC

Dallas, TX
BUY
 -
14
+ 0.25%
$622 - $758
5.57K $348K
Feb 07, 2024 Q4 2023
Arcadia Investment Management Corp

BUY
 -
12
+ 41.38%
$534 - $649
41 $2.56K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
9
+ 0.15%
$400 - $487
6K $375K
Jan 31, 2024 Q4 2023
Sterling Financial Planning, Inc.

BUY
 -
9
+ 0.18%
$400 - $487
4.94K $309K
Feb 05, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
8
+ 0.42%
$356 - $433
1.92K $120K
Apr 30, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
8
+ 0.42%
$356 - $433
1.92K $120K
Jan 08, 2024 Q4 2023
Founders Capital Management

BUY
 -
7
+ 0.41%
$311 - $379
1.72K $108K
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
5
+ 0.15%
$222 - $271
3.29K $206K
Feb 12, 2024 Q4 2023
Holistic Financial Partners

BUY
 -
5
+ 0.06%
$222 - $271
8.51K $532K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3
+ 0.34%
$133 - $162
879 $54.9K
Feb 13, 2024 Q4 2023
Cornerstone Advisory, LLC

BUY
 -
3
+ 0.03%
$133 - $162
9.61K $601K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
2
+ 0.24%
$88.9 - $108
846 $52.9K
Jan 31, 2024 Q4 2023
Key F Inancial Inc

BUY
 -
2
+ 0.28%
$88.9 - $108
708 $44.2K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.19%
$44.5 - $54.1
539 $33.7K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
1
+ 0.66%
$44.5 - $54.1
153 $9.56K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.07%
$44.5 - $54.1
1.44K $90.2K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
1
+ 0.66%
$44.5 - $54.1
153 $9.56K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 0.01%
$44.5 - $54.1
7.84K $490K
Jan 17, 2024 Q4 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
1
+ 1.28%
$44.5 - $54.1
79 $4.94K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.5%
$44.5 - $54.1
201 $12.6K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1
+ 0.42%
$44.5 - $54.1
239 $14.9K
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1
+ 3.33%
$44.5 - $54.1
31 $1.94K
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
1
+ 0.01%
$44.5 - $54.1
10.4K $649K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1
+ 0.85%
$44.5 - $54.1
119 $7.44K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
1
+ 0.01%
$44.5 - $54.1
7.36K $460K
Feb 12, 2024 Q4 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-2
- 0.53%
$88.9 - $108
378 $23.6K
Feb 13, 2024 Q4 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-10
- 0.14%
$445 - $541
6.94K $434K
Jul 31, 2024 Q4 2023
Sage Capital Management, LLC

Stockton, NJ
SELL
 -
-11
- 0.11%
$489 - $595
10.3K $646K
Feb 08, 2024 Q4 2023
North Rock Partners, LLC

SELL
 -
-14
- 0.24%
$622 - $758
5.74K $359K
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

SELL
 -
-17
- 0.35%
$756 - $920
4.82K $301K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-18
- 23.08%
$800 - $974
60 $3.75K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-20
- 2.76%
$889 - $1.08K
704 $44K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-20
- 0.16%
$889 - $1.08K
12.8K $803K
Feb 08, 2024 Q4 2023
Brown Advisory Inc

SELL
 -
-30
- 0.21%
$1.33K - $1.62K
14.4K $899K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
SELL
 -
-33
- 2.26%
$1.47K - $1.79K
1.43K $89.2K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-36
- 4.17%
$1.6K - $1.95K
828 $51.7K
Jan 30, 2024 Q4 2023
Ballast Advisors LLC

SELL
 -
-46
- 6.8%
$2.05K - $2.49K
630 $39.4K
Feb 12, 2024 Q4 2023
Somerset Group LLC

Wayzata, MN
SELL
 -
-48
- 0.07%
$2.13K - $2.6K
65.2K $4.08M

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