Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91+ 0.11% |
$4.79K - $5.2K
|
82.1K
$4.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
76+ 0.53% |
$4K - $4.34K
|
14.4K
$855K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 7.41% |
$3.32K - $3.6K
|
913
$54.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 7.41% |
$3.32K - $3.6K
|
913
$54.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
61+ 1.02% |
$3.21K - $3.49K
|
6.05K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
60+ 0.32% |
$3.16K - $3.43K
|
18.6K
$1.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
57+ 0.95% |
$3K - $3.26K
|
6.05K
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
54+ 19.15% |
$2.84K - $3.09K
|
336
$19.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
51New |
$2.69K - $2.92K
|
51
$3.03K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
50New |
$2.63K - $2.86K
|
50
$2.97K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
47+ 0.67% |
$2.48K - $2.69K
|
7.06K
$419K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.58K - $1.72K
|
30
$1.78K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
28New |
$1.48K - $1.6K
|
28
$1.66K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
27+ 0.09% |
$1.42K - $1.54K
|
29.8K
$1.77M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$1.26K - $1.37K
|
24
$1.42K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
23+ 0.63% |
$1.21K - $1.31K
|
3.66K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
22+ 0.1% |
$1.16K - $1.26K
|
22.7K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
16+ 0.87% |
$843 - $915
|
1.85K
$110K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
16+ 0.09% |
$843 - $915
|
17.9K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
12New |
$632 - $686
|
12
$712
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.1% |
$527 - $572
|
9.85K
$584K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
7+ 0.03% |
$369 - $400
|
22.1K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
6New |
$316 - $343
|
6
$356
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 9.3% |
$211 - $229
|
47
$2.79K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4+ 0.03% |
$211 - $229
|
12.9K
$764K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.05% |
$158 - $172
|
6.13K
$363K
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
2+ 0.01% |
$105 - $114
|
38.7K
$2.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$105 - $114
|
2.13K
$126K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.08% |
$105 - $114
|
2.53K
$150K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.04% |
$105 - $114
|
4.8K
$285K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.19% |
$52.7 - $57.2
|
538
$31.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.04% |
$52.7 - $57.2
|
2.23K
$132K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.14% |
$52.7 - $57.2
|
706
$41.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$52.7 - $57.2
|
9.61K
$570K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.06% |
$52.7 - $57.2
|
1.68K
$99.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.12% |
$52.7 - $57.2
|
844
$50.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$52.7 - $57.2
|
1.53K
$90.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.84% |
$52.7 - $57.2
|
118
$7K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4- -0.0% |
$211 - $229
|
105K
$6.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-10- 0.03% |
$527 - $572
|
29.7K
$1.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-11- 0.17% |
$579 - $629
|
6.51K
$387K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11- 0.17% |
$579 - $629
|
6.51K
$387K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-18- 50.0% |
$948 - $1.03K
|
18
$1.07K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-18- 1.83% |
$948 - $1.03K
|
966
$57.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-25- 0.63% |
$1.32K - $1.43K
|
3.93K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-26- 0.28% |
$1.37K - $1.49K
|
9.21K
$546K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-28- 0.27% |
$1.48K - $1.6K
|
10.3K
$611K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 0.19% |
$1.48K - $1.6K
|
14.8K
$879K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-29- 0.33% |
$1.53K - $1.66K
|
8.74K
$519K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-36- 0.95% |
$1.9K - $2.06K
|
3.76K
$223K
|