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 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 89.21% |
$73.1K - $89K
|
199
$12K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.76K- 10.49% |
$78K - $95K
|
15K
$904K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.77K- 37.06% |
$78.8K - $96K
|
3.01K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.88K- 9.85% |
$83.8K - $102K
|
17.2K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-1.94K- 2.03% |
$86.1K - $105K
|
93.3K
$5.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.06K- 15.96% |
$91.5K - $111K
|
10.8K
$654K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.13K- 9.69% |
$94.5K - $115K
|
19.8K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.16K- 25.1% |
$96K - $117K
|
6.45K
$389K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.18K- 20.78% |
$96.8K - $118K
|
8.3K
$501K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.18K- 19.35% |
$97K - $118K
|
9.09K
$549K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.24K- 13.26% |
$99.6K - $121K
|
14.7K
$885K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.28K- 78.16% |
$101K - $123K
|
636
$38.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.28K- 6.22% |
$101K - $123K
|
34.3K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.32K- 25.01% |
$103K - $125K
|
6.95K
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.43K- 10.93% |
$108K - $131K
|
19.8K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.47K- 23.16% |
$110K - $134K
|
8.2K
$495K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-2.51K- 80.97% |
$112K - $136K
|
590
$35.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.54K- 15.14% |
$113K - $137K
|
14.2K
$858K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.6K- 26.75% |
$116K - $141K
|
7.13K
$430K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.62K- 14.44% |
$116K - $142K
|
15.5K
$935K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.66K- 8.53% |
$118K - $144K
|
28.5K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.8K- 10.77% |
$124K - $151K
|
23.2K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.81K- 8.96% |
$125K - $152K
|
28.5K
$1.72M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.99K- 1.81% |
$133K - $162K
|
162K
$9.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.99K- 3.67% |
$133K - $162K
|
78.6K
$4.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3K- 23.55% |
$133K - $162K
|
9.73K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.11K- 17.21% |
$138K - $168K
|
15K
$903K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.17K- 14.54% |
$141K - $171K
|
18.6K
$1.12M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.19K- 0.15% |
$142K - $172K
|
2.08M
$125M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.22K- 26.64% |
$143K - $174K
|
8.87K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.25K- 12.88% |
$144K - $176K
|
22K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.35K- 9.73% |
$149K - $181K
|
31.1K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.38K- 42.59% |
$150K - $183K
|
4.56K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.44K- 26.7% |
$153K - $186K
|
9.44K
$570K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.51K- 29.2% |
$156K - $190K
|
8.5K
$513K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.54K- 4.32% |
$158K - $192K
|
78.5K
$4.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3.65K- 8.33% |
$162K - $197K
|
40.1K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.82K- 22.9% |
$170K - $207K
|
12.9K
$777K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.91K- 24.45% |
$174K - $212K
|
12.1K
$729K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.92K- 10.53% |
$174K - $212K
|
33.3K
$2.01M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.21K- 3.62% |
$187K - $228K
|
112K
$6.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.35K- 4.19% |
$193K - $235K
|
99.5K
$6M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.44K- 11.26% |
$197K - $240K
|
35K
$2.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-4.49K- 12.76% |
$200K - $243K
|
30.7K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.51K- 23.9% |
$200K - $244K
|
14.4K
$866K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.53K- 36.04% |
$201K - $245K
|
8.04K
$485K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.74K- 14.57% |
$211K - $257K
|
27.8K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.89K- 12.74% |
$217K - $264K
|
33.5K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.1K- 23.5% |
$227K - $276K
|
16.6K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-5.26K- 51.45% |
$234K - $284K
|
4.96K
$299K
|