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
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.34K- 10.63% |
$238K - $289K
|
44.9K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.54K- 18.71% |
$246K - $300K
|
24.1K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.6K- 9.83% |
$249K - $303K
|
51.3K
$3.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.75K- 2.07% |
$256K - $311K
|
272K
$17.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.92K- 45.94% |
$263K - $320K
|
6.96K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.94K- 7.02% |
$264K - $321K
|
78.6K
$4.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.97K- 14.81% |
$265K - $323K
|
34.3K
$2.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.01K- 46.11% |
$267K - $325K
|
7.02K
$444K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-6.39K- 35.46% |
$284K - $346K
|
11.6K
$735K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6.53K- 14.32% |
$290K - $353K
|
39.1K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-6.78K- 99.44% |
$301K - $367K
|
38
$2.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.02K- 27.87% |
$312K - $380K
|
18.2K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.25K- 0.62% |
$322K - $392K
|
1.17M
$74.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.4K- 63.5% |
$329K - $400K
|
4.25K
$269K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.16K- 15.46% |
$363K - $441K
|
44.6K
$2.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.04K- 99.52% |
$402K - $489K
|
44
$2.78K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-9.13K- 50.94% |
$406K - $494K
|
8.8K
$556K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.27K- 36.26% |
$412K - $502K
|
16.3K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-9.8K- 84.88% |
$435K - $530K
|
1.75K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.86K- 14.36% |
$438K - $533K
|
58.8K
$3.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-10.6K- 13.16% |
$472K - $574K
|
70K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.7K- 2.32% |
$522K - $635K
|
493K
$31.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12K- 40.85% |
$531K - $647K
|
17.3K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.6K- 57.57% |
$560K - $682K
|
9.29K
$587K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-12.7K- 10.95% |
$564K - $686K
|
103K
$6.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-13.1K- 12.15% |
$581K - $708K
|
94.5K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 5.27% |
$584K - $711K
|
236K
$14.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13.3K- 47.54% |
$591K - $720K
|
14.7K
$928K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 31.71% |
$603K - $734K
|
29.2K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.1K- 31.99% |
$627K - $764K
|
30K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-14.7K- 72.45% |
$655K - $797K
|
5.6K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.6K- 13.46% |
$695K - $845K
|
100K
$6.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-16.1K- 78.08% |
$716K - $871K
|
4.52K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-16.7K- 42.75% |
$742K - $904K
|
22.4K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-17.6K- 77.53% |
$782K - $953K
|
5.1K
$323K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-18K- 71.05% |
$800K - $974K
|
7.34K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-19K- 17.53% |
$845K - $1.03M
|
89.4K
$5.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19.6K- 79.85% |
$870K - $1.06M
|
4.94K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.6K- 57.41% |
$871K - $1.06M
|
14.5K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-21.5K- 9.32% |
$954K - $1.16M
|
209K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-22.1K- 36.55% |
$984K - $1.2M
|
38.4K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.7K- 41.89% |
$1.01M - $1.23M
|
31.6K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.9K- 10.79% |
$1.02M - $1.24M
|
189K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-23K- 29.07% |
$1.02M - $1.24M
|
56K
$3.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-23.3K- 18.06% |
$1.04M - $1.26M
|
106K
$6.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.4K- 12.88% |
$1.04M - $1.27M
|
158K
$10M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23.9K- 21.25% |
$1.06M - $1.29M
|
88.6K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.6K- 50.32% |
$1.09M - $1.33M
|
24.2K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-24.9K- 29.6% |
$1.11M - $1.35M
|
59.2K
$3.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-26.1K- 10.07% |
$1.16M - $1.41M
|
233K
$14.8M
|