Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
109+ 0.77% |
$5.75K - $6.4K
|
14.3K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
92New |
$4.85K - $5.4K
|
92
$5.47K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
86+ 0.94% |
$4.53K - $5.05K
|
9.2K
$547K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
80+ 4.36% |
$4.22K - $4.69K
|
1.91K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
80+ 5.61% |
$4.22K - $4.69K
|
1.51K
$89.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
64+ 106.67% |
$3.37K - $3.76K
|
124
$7.37K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
58New |
$3.06K - $3.4K
|
58
$3.45K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
57+ 1.46% |
$3.01K - $3.34K
|
3.96K
$235K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
56New |
$2.95K - $3.29K
|
56
$3.33K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
53+ 22.65% |
$2.79K - $3.11K
|
287
$17.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 0.73% |
$2.69K - $2.99K
|
7.02K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
51+ 7.97% |
$2.69K - $2.99K
|
691
$41.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
49+ 0.44% |
$2.58K - $2.88K
|
11.1K
$658K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
42New |
$2.21K - $2.46K
|
42
$2.5K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 42.25% |
$1.58K - $1.76K
|
101
$6K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30+ 2.36% |
$1.58K - $1.76K
|
1.3K
$77.4K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 0.51% |
$1.53K - $1.7K
|
5.66K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19+ 0.4% |
$1K - $1.11K
|
4.71K
$280K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15New |
$791 - $880
|
15
$891
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14+ 0.05% |
$738 - $822
|
28.6K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
10+ 24.39% |
$527 - $587
|
51
$3.03K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10+ 11.11% |
$527 - $587
|
100
$5.94K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7+ 0.05% |
$369 - $411
|
15.3K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6+ 0.14% |
$316 - $352
|
4.26K
$253K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
5+ 0.06% |
$264 - $293
|
8.44K
$502K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3+ 0.03% |
$158 - $176
|
11K
$651K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$105 - $117
|
3.72K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.12% |
$52.7 - $58.7
|
847
$50.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.05% |
$52.7 - $58.7
|
1.92K
$114K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$52.7 - $58.7
|
3.29K
$196K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$52.7 - $58.7
|
4.94K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.14% |
$52.7 - $58.7
|
709
$42.1K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.02% |
$52.7 - $58.7
|
6K
$357K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.47% |
$52.7 - $58.7
|
214
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-4- 6.35% |
$211 - $235
|
59
$3.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6- 0.02% |
$316 - $352
|
28.8K
$1.71M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8- 0.08% |
$422 - $469
|
10.3K
$615K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.03% |
$527 - $587
|
33.1K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 6.71% |
$527 - $587
|
139
$8.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-13- 0.28% |
$685 - $763
|
4.6K
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-17- 0.35% |
$896 - $998
|
4.87K
$289K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-23- 0.62% |
$1.21K - $1.35K
|
3.7K
$220K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-41- 2.38% |
$2.16K - $2.41K
|
1.68K
$100K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-45- 0.57% |
$2.37K - $2.64K
|
7.86K
$467K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-45- 18.83% |
$2.37K - $2.64K
|
194
$11.5K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-49- 0.23% |
$2.58K - $2.88K
|
21.5K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 1.95% |
$2.64K - $2.93K
|
2.52K
$149K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-53- 0.43% |
$2.79K - $3.11K
|
12.2K
$724K
|