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 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-573- 5.85% |
$25.5K - $31K
|
9.22K
$556K
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-585- 4.23% |
$26K - $31.7K
|
13.3K
$800K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-655- 0.24% |
$29.1K - $35.4K
|
269K
$16.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-686- 8.61% |
$30.5K - $37.1K
|
7.28K
$439K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-700- 9.72% |
$31.1K - $37.9K
|
6.5K
$392K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-704- 27.75% |
$31.3K - $38.1K
|
1.83K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-716- 0.52% |
$31.8K - $38.7K
|
137K
$8.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-748- 6.39% |
$33.3K - $40.5K
|
11K
$661K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-750- 15.78% |
$33.3K - $40.6K
|
4K
$241K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-782- 9.0% |
$34.8K - $42.3K
|
7.9K
$477K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-799- 50.6% |
$35.5K - $43.2K
|
780
$47.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-805- 4.6% |
$35.8K - $43.6K
|
16.7K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-835- 1.41% |
$37.1K - $45.2K
|
58.2K
$3.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-840- 4.83% |
$37.3K - $45.5K
|
16.5K
$998K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-845- 4.77% |
$37.6K - $45.7K
|
16.9K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-864- 14.54% |
$38.4K - $46.8K
|
5.08K
$306K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-869- 16.37% |
$38.6K - $47K
|
4.44K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-876- 13.61% |
$38.9K - $47.4K
|
5.56K
$336K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-912- 8.21% |
$40.5K - $49.4K
|
10.2K
$615K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-915- 3.5% |
$40.7K - $49.5K
|
25.2K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-921- 15.51% |
$40.9K - $49.8K
|
5.02K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-944- 98.74% |
$42K - $51.1K
|
12
$724
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1K- 49.55% |
$44.5K - $54.2K
|
1.02K
$61.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.01K- 9.52% |
$44.7K - $54.4K
|
9.55K
$576K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.02K- 3.4% |
$45.2K - $55K
|
28.8K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.03K- 0.96% |
$45.8K - $55.8K
|
107K
$6.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.05K- 21.97% |
$46.8K - $56.9K
|
3.74K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.1K- 3.33% |
$48.7K - $59.3K
|
31.8K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.15K- 3.32% |
$50.9K - $62K
|
33.3K
$2.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.18K- 9.66% |
$52.4K - $63.8K
|
11K
$665K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.18K- 22.26% |
$52.5K - $63.9K
|
4.12K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.19K- 18.36% |
$53.1K - $64.6K
|
5.31K
$320K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.23K- 21.29% |
$54.5K - $66.3K
|
4.53K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23K- 2.93% |
$54.5K - $66.3K
|
40.6K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.24K- 12.88% |
$54.9K - $66.8K
|
8.36K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.27K- 1.57% |
$56.2K - $68.5K
|
79.4K
$4.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.27K- 6.76% |
$56.6K - $68.9K
|
17.6K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.29K- 4.31% |
$57.2K - $69.7K
|
28.6K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.3K- 2.47% |
$57.8K - $70.4K
|
51.4K
$3.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.33K- 1.31% |
$59.1K - $71.9K
|
100K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.36K- 7.87% |
$60.6K - $73.8K
|
16K
$964K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 16.08% |
$61.3K - $74.6K
|
7.19K
$434K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.44K- 25.48% |
$64.2K - $78.1K
|
4.22K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.46K- 5.62% |
$65K - $79.2K
|
24.6K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.46K- 16.44% |
$65.1K - $79.2K
|
7.44K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.47K- 6.77% |
$65.4K - $79.6K
|
20.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.48K- 1.3% |
$65.7K - $80K
|
112K
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.51K- 51.84% |
$67K - $81.6K
|
1.4K
$84.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.56K- 16.27% |
$69.3K - $84.4K
|
8.03K
$484K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.62K- 1.42% |
$71.9K - $87.5K
|
112K
$6.76M
|