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 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
66+ 1.09% |
$2.93K - $3.57K
|
6.12K
$387K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
66New |
$2.93K - $3.57K
|
66
$4.17K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
60+ 0.78% |
$2.67K - $3.25K
|
7.74K
$490K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
60New |
$2.67K - $3.25K
|
60
$3.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
54New |
$2.4K - $2.92K
|
54
$3.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
53+ 0.44% |
$2.36K - $2.87K
|
12.2K
$774K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
51+ 1.03% |
$2.27K - $2.76K
|
4.99K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
35+ 0.42% |
$1.56K - $1.89K
|
8.44K
$534K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
30+ 1.91% |
$1.33K - $1.62K
|
1.6K
$101K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 0.55% |
$889 - $1.08K
|
3.64K
$230K
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 0.25% |
$622 - $758
|
5.57K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
12+ 41.38% |
$534 - $649
|
41
$2.59K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9+ 0.18% |
$400 - $487
|
4.94K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9+ 0.15% |
$400 - $487
|
6K
$380K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.42% |
$356 - $433
|
1.92K
$121K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.42% |
$356 - $433
|
1.92K
$121K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
7+ 0.41% |
$311 - $379
|
1.72K
$109K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
5+ 0.15% |
$222 - $271
|
3.29K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
5+ 0.06% |
$222 - $271
|
8.51K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3+ 0.03% |
$133 - $162
|
9.61K
$608K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.34% |
$133 - $162
|
879
$55.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.24% |
$88.9 - $108
|
846
$53.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.28% |
$88.9 - $108
|
708
$44.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$44.5 - $54.1
|
7.36K
$465K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$44.5 - $54.1
|
1.44K
$91.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.19% |
$44.5 - $54.1
|
539
$34.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$44.5 - $54.1
|
153
$9.68K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$44.5 - $54.1
|
153
$9.68K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$44.5 - $54.1
|
201
$12.7K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 1.28% |
$44.5 - $54.1
|
79
$5K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.01% |
$44.5 - $54.1
|
7.84K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.85% |
$44.5 - $54.1
|
119
$7.53K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.42% |
$44.5 - $54.1
|
239
$15.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$44.5 - $54.1
|
10.4K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 3.33% |
$44.5 - $54.1
|
31
$1.96K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 0.53% |
$88.9 - $108
|
378
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-10- 0.14% |
$445 - $541
|
6.94K
$439K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-11- 0.11% |
$489 - $595
|
10.3K
$654K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-14- 0.24% |
$622 - $758
|
5.74K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-17- 0.35% |
$756 - $920
|
4.82K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 23.08% |
$800 - $974
|
60
$3.8K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 0.16% |
$889 - $1.08K
|
12.8K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 2.76% |
$889 - $1.08K
|
704
$44.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-30- 0.21% |
$1.33K - $1.62K
|
14.4K
$910K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-33- 2.26% |
$1.47K - $1.79K
|
1.43K
$90.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-36- 4.17% |
$1.6K - $1.95K
|
828
$52.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-46- 6.8% |
$2.05K - $2.49K
|
630
$39.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-48- 0.07% |
$2.13K - $2.6K
|
65.2K
$4.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-50- 54.35% |
$2.22K - $2.71K
|
42
$2.66K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50Closed |
$2.22K - $2.71K
|
0
$0
|