Latest Institutional Transactions on Ishares Tr Dow Jones Us Medica (IHI)
This table provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$7.48K
|
|
|
May 02, 2024
Q1 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-731- 4.02% |
$38.5K - $42.9K
|
17.4K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.31K- 29.09% |
$491K - $546K
|
22.7K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
314+ 3.77% |
$16.6K - $18.4K
|
8.64K
$538K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.43KNew |
$181K - $201K
|
3.43K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-12.3K- 43.99% |
$648K - $721K
|
15.6K
$975K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
600New |
$31.6K - $35.2K
|
600
$37.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.7KNew |
$618K - $688K
|
11.7K
$730K
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
6KNew |
$316K - $352K
|
6K
$374K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.9K- 4.33% |
$153K - $170K
|
64.1K
$3.99M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-8K- 32.0% |
$422K - $469K
|
17K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2.24KNew |
$118K - $132K
|
2.24K
$140K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-328- 76.64% |
$17.3K - $19.2K
|
100
$6.23K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
120New |
$6.33K - $7.04K
|
120
$7.48K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.65KNew |
$193K - $214K
|
3.65K
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-173- 0.46% |
$9.12K - $10.2K
|
37.3K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
138New |
$7.28K - $8.1K
|
138
$8.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
101KNew |
$5.32M - $5.92M
|
101K
$6.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-800- 15.09% |
$42.2K - $46.9K
|
4.5K
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-5.74K- 34.69% |
$302K - $337K
|
10.8K
$673K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.47% |
$52.7 - $58.7
|
214
$13.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
444+ 0.48% |
$23.4K - $26.1K
|
93.8K
$5.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
744+ 2.42% |
$39.2K - $43.7K
|
31.4K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
134K+ 1148.47% |
$7.04M - $7.84M
|
145K
$9.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-23- 0.62% |
$1.21K - $1.35K
|
3.7K
$231K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-510- 2.71% |
$26.9K - $29.9K
|
18.3K
$1.14M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.58KNew |
$189K - $210K
|
3.58K
$223K
|
|
| Q4 2023 | |||||||
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
5.78KNew |
$257K - $313K
|
5.78K
$360K
|
|
|
Sep 20, 2024
Q4 2023
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
14+ 0.25% |
$622 - $758
|
5.57K
$347K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
152New |
$6.76K - $8.23K
|
152
$9.47K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50Closed |
$2.22K - $2.71K
|
0
$0
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
98.9K+ 20997.03% |
$4.4M - $5.35M
|
99.4K
$6.19M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.02KNew |
$134K - $164K
|
3.02K
$188K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
720New |
$32K - $39K
|
720
$44.9K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.1KNew |
$48.9K - $59.5K
|
1.1K
$68.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
294New |
$13.1K - $15.9K
|
294
$18.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2KNew |
$97.9K - $119K
|
2.2K
$137K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.44KNew |
$63.9K - $77.8K
|
1.44K
$89.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
161New |
$7.16K - $8.71K
|
161
$10K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
CALL |
12KNew |
$534K - $649K
|
12K
$748K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.18K- 19.35% |
$97K - $118K
|
9.09K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.51K- 51.84% |
$67K - $81.6K
|
1.4K
$87.3K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-151- 1.6% |
$6.71K - $8.17K
|
9.29K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
50KNew |
$2.22M - $2.71M
|
50K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
196New |
$8.71K - $10.6K
|
196
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.12K+ 2.5% |
$94.3K - $115K
|
86.9K
$5.41M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
360New |
$16K - $19.5K
|
360
$22.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
390New |
$17.3K - $21.1K
|
390
$24.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
27.5KNew |
$1.22M - $1.49M
|
27.5K
$1.71M
|
|