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 $646K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
77
+ 0.18%
$3.42K - $4.17K
43.7K $2.67M
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
66
New
$2.93K - $3.57K
66 $4.03K
Jan 24, 2024 Q4 2023
Avitas Wealth Management LLC

BUY
 -
66
+ 1.09%
$2.93K - $3.57K
6.12K $374K
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
60
New
$2.67K - $3.25K
60 $3.66K
Jan 09, 2024 Q4 2023
Wedmont Private Capital

BUY
 -
60
+ 0.78%
$2.67K - $3.25K
7.74K $473K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
54
New
$2.4K - $2.92K
54 $3.3K
Feb 13, 2024 Q4 2023
Watchman Group, Inc.

Plano, TX
BUY
 -
53
+ 0.44%
$2.36K - $2.87K
12.2K $747K
Feb 12, 2024 Q4 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
51
+ 1.03%
$2.27K - $2.76K
4.99K $305K
Feb 05, 2024 Q4 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
35
+ 0.42%
$1.56K - $1.89K
8.44K $515K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
20
+ 0.55%
$889 - $1.08K
3.64K $222K
Sep 20, 2024 Q4 2023
Alm First Financial Advisors, LLC

Dallas, TX
BUY
 -
14
+ 0.25%
$622 - $758
5.57K $340K
Feb 07, 2024 Q4 2023
Arcadia Investment Management Corp

BUY
 -
12
+ 41.38%
$534 - $649
41 $2.5K
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
9
+ 0.15%
$400 - $487
6K $366K
Jan 31, 2024 Q4 2023
Sterling Financial Planning, Inc.

BUY
 -
9
+ 0.18%
$400 - $487
4.94K $302K
Feb 05, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
8
+ 0.42%
$356 - $433
1.92K $117K
Apr 30, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
8
+ 0.42%
$356 - $433
1.92K $117K
Jan 08, 2024 Q4 2023
Founders Capital Management

BUY
 -
7
+ 0.41%
$311 - $379
1.72K $105K
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
5
+ 0.15%
$222 - $271
3.29K $201K
Feb 12, 2024 Q4 2023
Holistic Financial Partners

BUY
 -
5
+ 0.06%
$222 - $271
8.51K $519K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3
+ 0.34%
$133 - $162
879 $53.7K
Feb 13, 2024 Q4 2023
Cornerstone Advisory, LLC

BUY
 -
3
+ 0.03%
$133 - $162
9.61K $587K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
2
+ 0.24%
$88.9 - $108
846 $51.6K
Jan 31, 2024 Q4 2023
Key F Inancial Inc

BUY
 -
2
+ 0.28%
$88.9 - $108
708 $43.2K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1
+ 0.19%
$44.5 - $54.1
539 $32.9K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
1
+ 0.66%
$44.5 - $54.1
153 $9.34K
Feb 01, 2024 Q4 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.07%
$44.5 - $54.1
1.44K $88.2K
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
1
+ 0.66%
$44.5 - $54.1
153 $9.34K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 0.01%
$44.5 - $54.1
7.84K $478K
Jan 17, 2024 Q4 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
1
+ 1.28%
$44.5 - $54.1
79 $4.82K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.5%
$44.5 - $54.1
201 $12.3K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1
+ 0.42%
$44.5 - $54.1
239 $14.6K
Feb 06, 2024 Q4 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1
+ 3.33%
$44.5 - $54.1
31 $1.89K
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
1
+ 0.01%
$44.5 - $54.1
10.4K $634K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1
+ 0.85%
$44.5 - $54.1
119 $7.26K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
1
+ 0.01%
$44.5 - $54.1
7.36K $449K
Feb 12, 2024 Q4 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-2
- 0.53%
$88.9 - $108
378 $23.1K
Feb 13, 2024 Q4 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-10
- 0.14%
$445 - $541
6.94K $424K
Jul 31, 2024 Q4 2023
Sage Capital Management, LLC

Stockton, NJ
SELL
 -
-11
- 0.11%
$489 - $595
10.3K $631K
Feb 08, 2024 Q4 2023
North Rock Partners, LLC

SELL
 -
-14
- 0.24%
$622 - $758
5.74K $351K
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

SELL
 -
-17
- 0.35%
$756 - $920
4.82K $295K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-18
- 23.08%
$800 - $974
60 $3.66K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
SELL
 -
-20
- 2.76%
$889 - $1.08K
704 $43K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-20
- 0.16%
$889 - $1.08K
12.8K $784K
Feb 08, 2024 Q4 2023
Brown Advisory Inc

SELL
 -
-30
- 0.21%
$1.33K - $1.62K
14.4K $878K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
SELL
 -
-33
- 2.26%
$1.47K - $1.79K
1.43K $87.1K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-36
- 4.17%
$1.6K - $1.95K
828 $50.5K
Jan 30, 2024 Q4 2023
Ballast Advisors LLC

SELL
 -
-46
- 6.8%
$2.05K - $2.49K
630 $38.5K
Feb 12, 2024 Q4 2023
Somerset Group LLC

Wayzata, MN
SELL
 -
-48
- 0.07%
$2.13K - $2.6K
65.2K $3.98M

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