Purchases and Sales Made in Q4 2021 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 2021. 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 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
905+ 26.74% |
$55.7K - $60K
|
4.29K
$274K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
901+ 28.59% |
$55.5K - $59.8K
|
4.05K
$259K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
881+ 0.69% |
$54.3K - $58.4K
|
129K
$8.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
876+ 16.21% |
$53.9K - $58.1K
|
6.28K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
849New |
$52.3K - $56.3K
|
849
$54.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
841+ 522.36% |
$51.8K - $55.8K
|
1K
$64K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
805+ 1.97% |
$49.6K - $53.4K
|
41.6K
$2.66M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
790+ 6.35% |
$48.6K - $52.4K
|
13.2K
$845K
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
786+ 0.13% |
$48.4K - $52.1K
|
616K
$39.3M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
774+ 9.67% |
$47.7K - $51.3K
|
8.78K
$561K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
709+ 3.5% |
$43.7K - $47K
|
20.9K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
685+ 1.28% |
$42.2K - $45.4K
|
54.3K
$3.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
676+ 3.06% |
$41.6K - $44.8K
|
22.8K
$1.45M
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
668+ 5.44% |
$41.1K - $44.3K
|
12.9K
$826K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
666+ 0.71% |
$41K - $44.2K
|
94.3K
$6.02M
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
649+ 19.25% |
$40K - $43K
|
4.02K
$257K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
602+ 63.1% |
$37.1K - $39.9K
|
1.56K
$99.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
600New |
$36.9K - $39.8K
|
600
$38.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
593+ 3294.44% |
$36.5K - $39.3K
|
611
$39K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
585+ 17.16% |
$36K - $38.8K
|
4K
$255K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
576New |
$35.5K - $38.2K
|
576
$36.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
529+ 6.42% |
$32.6K - $35.1K
|
8.77K
$560K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
505+ 0.31% |
$31.1K - $33.5K
|
163K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
490+ 2.86% |
$30.2K - $32.5K
|
17.6K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
467+ 7.42% |
$28.8K - $31K
|
6.76K
$432K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
463+ 4.25% |
$28.5K - $30.7K
|
11.3K
$725K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
445+ 9.28% |
$27.4K - $29.5K
|
5.24K
$335K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
442New |
$27.2K - $29.3K
|
442
$28.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
430+ 2.3% |
$26.5K - $28.5K
|
19.2K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
420New |
$25.9K - $27.9K
|
420
$26.8K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
410New |
$25.2K - $27.2K
|
410
$26.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
404+ 1.17% |
$24.9K - $26.8K
|
35K
$2.24M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
401+ 3.12% |
$24.7K - $26.6K
|
13.3K
$847K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
377+ 1.62% |
$23.2K - $25K
|
23.6K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
371New |
$22.8K - $24.6K
|
371
$23.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
354New |
$21.8K - $23.5K
|
354
$22.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
338+ 1.88% |
$20.8K - $22.4K
|
18.3K
$1.17M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
312+ 4.21% |
$19.2K - $20.7K
|
7.73K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 100.0% |
$18.5K - $19.9K
|
600
$38.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
300New |
$18.5K - $19.9K
|
300
$19.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
296New |
$18.2K - $19.6K
|
296
$18.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
252+ 3.15% |
$15.5K - $16.7K
|
8.25K
$527K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
245+ 0.74% |
$15.1K - $16.2K
|
33.2K
$2.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
243+ 2.76% |
$15K - $16.1K
|
9.04K
$577K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
243New |
$15K - $16.1K
|
243
$15.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
242+ 1.93% |
$14.9K - $16K
|
12.8K
$816K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
240New |
$14.8K - $15.9K
|
240
$15.3K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
226+ 2.46% |
$13.9K - $15K
|
9.4K
$600K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
225+ 1.61% |
$13.9K - $14.9K
|
14.2K
$909K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
222+ 25.46% |
$13.7K - $14.7K
|
1.09K
$69.9K
|