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 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 7.32% |
$2.22K - $2.71K
|
633
$38.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 0.58% |
$2.45K - $2.98K
|
9.41K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-79- 5.17% |
$3.51K - $4.28K
|
1.45K
$87.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.63% |
$4.09K - $4.98K
|
14.6K
$880K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-93- 20.53% |
$4.13K - $5.03K
|
360
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-94- 1.0% |
$4.18K - $5.09K
|
9.32K
$562K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-100- 9.26% |
$4.45K - $5.41K
|
980
$59.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-100- 5.04% |
$4.45K - $5.41K
|
1.88K
$114K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-108- 1.32% |
$4.8K - $5.84K
|
8.07K
$487K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-114- 30.4% |
$5.07K - $6.17K
|
261
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-126- 23.64% |
$5.6K - $6.82K
|
407
$24.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-127- 2.89% |
$5.65K - $6.87K
|
4.27K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-144- 1.7% |
$6.4K - $7.79K
|
8.33K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-144- 45.28% |
$6.4K - $7.79K
|
174
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-151- 1.6% |
$6.71K - $8.17K
|
9.29K
$561K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-163- 1.92% |
$7.25K - $8.82K
|
8.32K
$502K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-168- 4.05% |
$7.47K - $9.09K
|
3.98K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-170- 72.96% |
$7.56K - $9.2K
|
63
$3.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-175- 0.49% |
$7.78K - $9.47K
|
35.3K
$2.13M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-175- 2.55% |
$7.78K - $9.47K
|
6.69K
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-179- 3.6% |
$7.96K - $9.69K
|
4.79K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-200- 89.29% |
$8.89K - $10.8K
|
24
$1.45K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 2.17% |
$8.89K - $10.8K
|
9.01K
$544K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 62.5% |
$8.89K - $10.8K
|
120
$7.24K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-204- 3.59% |
$9.07K - $11K
|
5.48K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-210- 3.12% |
$9.34K - $11.4K
|
6.52K
$393K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-210- 3.12% |
$9.34K - $11.4K
|
6.52K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-215- 3.49% |
$9.56K - $11.6K
|
5.95K
$359K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-236- 11.59% |
$10.5K - $12.8K
|
1.8K
$109K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-238- 4.26% |
$10.6K - $12.9K
|
5.35K
$323K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-245- 1.33% |
$10.9K - $13.3K
|
18.2K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-251- 1.61% |
$11.2K - $13.6K
|
15.4K
$927K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-258- 3.43% |
$11.5K - $14K
|
7.26K
$438K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-264- 1.19% |
$11.7K - $14.3K
|
21.8K
$1.32M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-280- 41.73% |
$12.4K - $15.2K
|
391
$23.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-281- 73.37% |
$12.5K - $15.2K
|
102
$6.15K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-282- 0.96% |
$12.5K - $15.3K
|
29.1K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-282- 31.54% |
$12.5K - $15.3K
|
612
$36.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-286- 4.57% |
$12.7K - $15.5K
|
5.97K
$360K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-300- 3.69% |
$13.3K - $16.2K
|
7.83K
$473K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-339- 5.38% |
$15.1K - $18.3K
|
5.96K
$360K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-392- 4.28% |
$17.4K - $21.2K
|
8.77K
$529K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-393- 1.46% |
$17.5K - $21.3K
|
26.6K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-439- 5.13% |
$19.5K - $23.8K
|
8.12K
$490K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-487- 22.44% |
$21.7K - $26.4K
|
1.68K
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-491- 5.01% |
$21.8K - $26.6K
|
9.31K
$561K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-497- 2.54% |
$22.1K - $26.9K
|
19.1K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-509- 4.19% |
$22.6K - $27.5K
|
11.6K
$702K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-510- 10.25% |
$22.7K - $27.6K
|
4.46K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-554- 0.25% |
$24.6K - $30K
|
222K
$13.4M
|