Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.94K+ 8.85% |
$377K - $402K
|
85.4K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
6.5K+ 3.63% |
$353K - $376K
|
186K
$11.9M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.36KNew |
$346K - $368K
|
6.36K
$406K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.32K+ 4.93% |
$344K - $366K
|
135K
$8.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.84KNew |
$318K - $338K
|
5.84K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.52KNew |
$300K - $319K
|
5.52K
$352K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.66KNew |
$253K - $270K
|
4.66K
$298K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.66K+ 4.78% |
$253K - $269K
|
102K
$6.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.54K+ 75.71% |
$247K - $263K
|
10.5K
$673K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.47K+ 5.26% |
$243K - $259K
|
89.6K
$5.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.42KNew |
$240K - $256K
|
4.42K
$283K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
4.21KNew |
$229K - $244K
|
4.21K
$269K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.17K+ 5.79% |
$227K - $241K
|
76.2K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4K+ 36.34% |
$217K - $231K
|
15K
$958K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.89K+ 100.0% |
$211K - $225K
|
7.78K
$497K
|
|
|
Aug 01, 2024
Q2 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
3.84K+ 4.51% |
$208K - $222K
|
88.8K
$5.67M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.29K+ 4.38% |
$179K - $191K
|
78.5K
$5.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.02K+ 0.81% |
$164K - $175K
|
377K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
3KNew |
$163K - $174K
|
3K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 19.06% |
$162K - $172K
|
18.6K
$1.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.92K+ 46.02% |
$159K - $169K
|
9.27K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.85K+ 699.75% |
$155K - $165K
|
3.26K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 8.7% |
$152K - $161K
|
34.8K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.78K+ 6.62% |
$151K - $161K
|
44.7K
$2.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.47K+ 15.12% |
$134K - $143K
|
18.8K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.23KNew |
$121K - $129K
|
2.23K
$142K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.11KNew |
$115K - $122K
|
2.11K
$135K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.81K+ 0.68% |
$98.1K - $104K
|
269K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.77K+ 4.35% |
$96.1K - $102K
|
42.4K
$2.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.68KNew |
$91.2K - $97K
|
1.68K
$107K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.67K+ 1.47% |
$90.6K - $96.4K
|
115K
$7.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.64K+ 1.82% |
$89.3K - $95K
|
92.1K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.61K+ 8.14% |
$87.7K - $93.3K
|
21.4K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.48K+ 2.42% |
$80.3K - $85.5K
|
62.5K
$3.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.44K+ 0.81% |
$78.4K - $83.5K
|
181K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.42K+ 5.96% |
$77.1K - $82.1K
|
25.2K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.4KNew |
$76.3K - $81.2K
|
1.4K
$89.7K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.37K+ 3.34% |
$74.4K - $79.2K
|
42.4K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.27KNew |
$69.2K - $73.7K
|
1.27K
$81.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 6.83% |
$61.9K - $65.8K
|
17.8K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.12K+ 25.11% |
$60.7K - $64.6K
|
5.56K
$355K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.11K+ 4.64% |
$60.4K - $64.3K
|
25K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.08KNew |
$58.8K - $62.5K
|
1.08K
$69K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.08K+ 408.75% |
$58.4K - $62.2K
|
1.34K
$85.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.05K+ 4.32% |
$56.9K - $60.6K
|
25.3K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.03K+ 13.0% |
$55.7K - $59.3K
|
8.91K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1K+ 10.41% |
$54.4K - $57.9K
|
10.6K
$678K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
990+ 6.89% |
$53.8K - $57.3K
|
15.4K
$980K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
965+ 24.16% |
$52.5K - $55.8K
|
4.96K
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
858New |
$46.6K - $49.6K
|
858
$54.8K
|